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Category: Focus
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Created: Thursday, 17 May 2018 19:20
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Written by LMF La mia finanza
The stars were perfectly aligned for the financial markets in 2017. Strong and synchronous growth around the globe, no signs of inflation, still accommodative monetary policies, few geopolitical events impacting the economy, and strong corporate earnings all made for a solid year.
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Category: Focus
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Created: Wednesday, 16 May 2018 11:55
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Written by Philippe Waechter
Donald Trump’s announced sanctions on Iran are proving to be quite a headache for European companies that had re-expanded their business in the market since the July 2015 agreement.
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Category: Focus
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Created: Monday, 14 May 2018 16:47
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Written by Bruno Cavalier, Fabien Bossy
In any European country whose public finances are fragile, a government elected on the promise of fiscal easing has every chance of finding its path blocked by the censors of Brussels and Berlin. This leaves two possibilities.
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Category: Focus
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Created: Friday, 11 May 2018 16:17
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Written by Carlos Casanova, Christophe Moulin
On April 27, North and South Korea brokered peace talks in a joint summit, the first of its kind in more than a decade.
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Category: Focus
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Created: Thursday, 10 May 2018 11:03
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Written by Jon Andersson
The appointments of Pompeo and Bolton have made a lenient stance on the Iran regime inconceivable.
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Category: Focus
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Created: Thursday, 10 May 2018 10:10
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Written by Gero Jung
The Federal Reserve is likely to keep hiking interest rates – including at its next June meeting – and the latest labour market report is in line with this view.
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Category: Focus
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Created: Tuesday, 08 May 2018 15:47
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Written by Benjamin Melman
The protectionist issue has not gone away and will probably be with us for some time, but the time has come for talks between the US, China and the European Union, as well as with Mexico and Canada over NAFTA.
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Category: Focus
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Created: Thursday, 03 May 2018 10:42
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Written by Gero Jung
With economic data being on the weaker side, and surveys not suggesting any imminent improvement, we think that the Bank of England is likely to remain prudent and abstain from raising the Bank rate at this month’s meeting.
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Category: Focus
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Created: Thursday, 26 April 2018 10:18
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Written by Gero Jung
Latest inflation figures for March suggest that inflation has peaked earlier this year, and is likely to stabilize at current, low levels.
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Category: Focus
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Created: Wednesday, 25 April 2018 13:56
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Written by Philippe Waechter
This simple graph from the Wall Street Journal is just a measure of the constraints that have been imposed to Greece since the beginning of their adjustment. The US depression is just small potatoes compared to Greece.
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