UK Prime Minister Theresa May’s call for a snap general election could bolster her negotiating position with the EU and within her own party. This may potentially lead to a “softer” Brexit If Theresa May can increase the Conservatives’ majority that would give her more power and room for manoeuvre… Read More »
European Economics - Credit Suisse -
The UK has called a general election on 8th June 2017. Theresa May blamed the opposition parties and the House of Lords for weakening her negotiating position with the EU and hopes that with the general election she will have a direct and stronger mandate to take the UK through… Read More »
UK Prime Minister, Theresa May, has called for a snap general election on 8 June 2017. If Theresa May’s Conservative Party (the Tories) can increase their majority in the snap general election called for 8 June, this should be bullish for UK equity markets and consumer confidence. The UK government… Read More »
The German current account surplus reached a record €270 billion in 2016, equivalent to 8.6% of the country’s GDP Germany is a special case within the eurozone, the only country where output exceeded its potential level in 2016, according to OECD estimates. This suggests that the economy is operating above… Read More »
As we approach the first round of the French Presidential election, markets are getting nervous again as the polls show increasingly a four horse race with Le Pen expected to win the first round. We think the market is correct to build in a risk premium, but we see the… Read More »
As we approach the first round of the French presidential elections on 23rd April, the uncertainty over who will make it into round two, and the final result, has never been greater. While a moderate candidate is the most likely victor in our assessment, the situation remains fluid with little… Read More »
Philippe Waechter -
Donald Trump thought that it was an easy task to replace Obamacare by Trumpcare. It was a mistake and Obamacare will remain the framework for millions of americans. He also said in his campaign that the US trade was a source of concern due to unfair trade agreements. He is… Read More »
Favourable European election results coupled with progress for the Republican growth agenda in the US could soften market uncertainty, says our Capital Markets and Thematic Research team. But for the next few weeks, the road still looks bumpy. The geopolitical scene is about to get smoky and hot. Within the… Read More »
The current dynamics of monetary policies is fascinating. The US central bank, the Federal Reserve or Fed, has just announced implementation at the end of the year of a policy that breaks markedly with its strategy since December 2008. The Fed finally seems to be coming out of the financial… Read More »
Emerging market (EM) growth has shown a clear improvement since global trade growth started to pick up in November. This improvement has been reflected in better economic activity data throughout the emerging world, but also in economic surprise indices, which have been in positive territory since December and steadily rising… Read More »
Podcast