11 December 2018
Markets and central banks
Structural changes explain stagnating wages in US labour markets
The alarming rise in financial inequality has been a topic of much discussion in recent years. Parallels have been drawn […]
11 December 2018
07 December 2018
Markets and central banks
Disruption at the ballot box – Italy 2018
Among developed nations Italy, along with the US and the UK, stands out on account of the combination of very […]
04 December 2018
Markets and central banks
Sino-US trade war: truce for now but risks have mutated
At the G20 summit on 1 December, China and the US agreed on a temporary trade-war truce. The US agreed to […]
14 November 2018
Markets and central banks
Does a rise in market power explain the ills of developed economies?
The spectacular rise in market power of relatively few companies that practically monopolise their industries, especially in the US, has […]
09 November 2018
Markets and central banks
Unintended consequences of the Sino-US trade conflict (part 2)
US President Donald Trump believes that “trade wars are easy to win”. Many observers and investors agree with him as […]
08 November 2018
Markets and central banks
Unintended consequences of the Sino-US trade conflict (part 1)
China could gain greater political cohesion While many observers see China as the underdog in its trade conflict with the […]
27 October 2018
Markets and central banks
Collateral damage from the Sino-US trade conflict
Although the focal point of the current trade tensions is between China and the US, collateral damage to other Asian […]
20 October 2018
Markets and central banks
A multi-asset toolkit that serves well in challenging markets
In early October global equity markets experienced one of the sharpest sell-offs so far this year. The S&P 500 fell […]
18 October 2018
Markets and central banks
Brexit update: into the final straight?
In the UK, the Brexit negotiations remain front and centre on investors’ radars, and in the past few months, the […]
15 October 2018
Markets and central banks
Monthly market overview – September 2018
Andrew Craig, Head of Financial Market Analysis & Publications, presents our market overview for September 2018. If you are having problems […]
13 October 2018
Markets and central banks
The economic consequences of a resurgence in protectionism
Tensions over trade policy have continued to escalate. The US administration has sought to concentrate its fire on China, and […]
09 October 2018
Markets and central banks
Assessing “Make America Great Again” ahead of the mid-term elections
As the US enters the mid-term election season, pundits have returned to the question of who deserves credit for the […]
04 October 2018
Emerging markets
Webcast: China equities: looking beyond US-China trade tensions
Chinese equity markets have been under pressure since the start of the year as trade tensions with the US intensified. […]
02 October 2018
Markets and central banks
Italy’s draft budget – keep calm and carry on?
The Italian government springs a surprise The Italian government‘s Draft Budgetary Plan (DBP), published on 28 September, came as a […]
20 September 2018
Markets and central banks
Italy’s 2019 budget – come va ?
Until Giuseppe Conte’s government presents the Draft Budgetary Plan (DBP) for 2019 on 27 September (when Finance Minister Tria will […]
18 September 2018
Markets and central banks
Monthly market overview – July/August 2018
Andrew Craig, Head of Financial Market Analysis & Publications, presents our market overview for July/August 2018. If you are having […]
07 September 2018
Markets and central banks
Graphs of the week: US dollar rally running out of steam?
Exhibit 1: Changes in US dollar index (DXY) between March 2015 and 06/09/18 Source: Bloomberg, BNP Paribas Asset Management, as at […]
22 August 2018
Markets and central banks
Will the Turkish crisis affect China and APAC emerging economies?
The value of Turkish lira against the US dollar started dropping sharply in early August (Exhibit 1) on concerns about […]
