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Economies

Views on Indian state elections

India’s latest round of state elections saw a good set of results for Prime Minister Modi’s Bharatiya Janata Party (BJP

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State Street Comments on the Triggering of Article 50

In reaction to the triggering of Article 50, Michael Metcalfe, global head of macro strategy for State Street Global Markets, and Bill Street, head of investments for EMEA at State Street Global Advisors, offer their views.

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UK inflation jumps more than expected

The impact from the fall in the pound has started to feed through to import price inflation, but we expect the Bank of England (BoE) to hold fire on raising interest rates.

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For the optimistic investor, look to Japan

The Japanese equity market ran the range of investor emotions in 2016, as sentiment shifted from very negative early in the year, amid fears of a macroeconomic crisis, to positive later on, inspired by Donald Trump’s election in the U.S. and his pro-growth rhetoric.

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Europe: progress despite the politics

?With newspapers full of Trump, Brexit and speculation about European politics – especially the upcoming French elections – it would be understandable if European investors opted to head for the hills.

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