14 June 2018
Markets and central banks
Monthly market overview – May 2018
Andrew Craig, Head of Financial Market Analysis & Publications, presents our monthly market overview for May 2018: If you are […]
14 June 2018
07 June 2018
Markets and central banks
Goldi-lost?
A month and a half ago, we discussed how the Goldilocks narrative, which appears to have been the dominant investment […]
31 May 2018
Markets and central banks
Graph of the week: An unexpected imbroglio
Over the last week, volatility has risen sharply in the eurozone in reaction to events in Italian politics. On 21 […]
26 May 2018
Markets and central banks
Crude oil market: too much good news in the price
Crude oil prices have rallied by close to 20% this year, marking the biggest gain within the commodities asset class […]
07 May 2018
Markets and central banks
Monthly market overview – April 2018
Andrew Craig, Head of Financial Market Analysis & Publications, presents our monthly market overview for April 2018: If you are […]
26 April 2018
Investing
De-fanged? Threats to the tech sector from Trump and regulation
It was of course inevitable (in retrospect) that the strong performance of the tech sector would suffer a reversal; it […]
20 April 2018
Markets and central banks
Thoughts on US breakeven inflation rates: a new Fed stance and trade concerns
In considering what drives breakeven inflation (BEI) rates, mostly the gap between the yield on 10-year US Treasury inflation-protected securities […]
18 April 2018
Markets and central banks
Brexit update – reaching a milestone and now facing other bumps in the road
In March, Britain and the EU reached a milestone agreement in their Brexit negotiations, but the road to a sensible […]
16 April 2018
Markets and central banks
Webcast: A road map for navigating protectionism
A roadmap for protectionism – the elevator and the staircase We assess the risks of a full-blown global trade war […]
09 April 2018
Markets and central banks
Monthly market overview – March 2018
Andrew Craig, Head of Financial Market Analysis & Publications, presents our monthly market overview for March 2018: If you are […]
29 March 2018
Markets and central banks
A roadmap for navigating protectionism
Financial markets have experienced another bout of volatility, this time related to an escalation in protectionism involving the US and […]
26 March 2018
Markets and central banks
Trump’s China tariffs: consequences of the ‘America First’ trade agenda
President Trump signed an executive memorandum on Thursday, 22 March, instructing the US Trade Representative (USTR) to consider imposing tariff […]
21 March 2018
Markets and central banks
Trump and protectionism: a method to the madness?
Long after the election of Donald Trump as President of the United States, the risk of trade protectionism and trade […]
19 March 2018
Markets and central banks
An update on the outlook for ECB policy
The ECB’s very gradual edging toward an unwinding of its bond-buying programme continues at a slow pace. Here’s a short […]
12 March 2018
Markets and central banks
Risks of new tariffs go beyond affecting China
If you think President Trump’s tariffs on steel and aluminium imports are aimed at tackling the imbalance in Sino-US trade, […]
07 March 2018
Markets and central banks
Monthly market overview – February 2018
Andrew Craig, Head of Financial Market Analysis & Publications, presents our monthly market overview for February 2018: If you are […]
07 March 2018
Markets and central banks
Implications of Sino-US trade frictions
From a US perspective, the potential for tensions over Sino-US trade looks real. Late 2017 saw the release of US […]
06 March 2018
Investing
Market trends in February 2018
Equity markets correct in February Equity markets recorded steep declines in several consecutive trading sessions, before beginning to recover erratically […]
