23 April 2019
Markets and central banks
Sluggish eurozone growth continues into 2019
The slump in eurozone new manufacturing and export orders is countered by service sector reslience and healthy domestic demand on […]
23 April 2019
22 April 2019
Markets and central banks
US growth – slightly slower, but more stable
US growth in 2019 looks set to moderate while remaining somewhat above trend The net impact on the US economy […]
19 April 2019
Markets and central banks
No escape for US Treasury inflation-protected securities (TIPS) in first quarter 2019
The US Federal Reserve’s switch to a more accommodative stance has driven down yields of 10-year US Treasuries and pushed […]
10 April 2019
Markets and central banks
Fixed income: China is opening up and this time, it’s real
China’s opening-up of its bond market – the third largest in the world – to foreign investors marks a turning […]
08 April 2019
Markets and central banks
2019: Doves abound in the first quarter
Dovish policy actions by G3 central banks during the first quarter of 2019 are an acknowledgement that financial conditions do […]
05 April 2019
Markets and central banks
2019: markets fly in Q1 as central banks lift investor sentiment
Investors rediscovered their risk appetite after a weaker economic backdrop led major central banks to take their foot off the […]
04 April 2019
Markets and central banks
The equity rally: how much longer?
Equities rallied in March for the third consecutive month, but seem to be running out of steam now that the […]
28 March 2019
Markets and central banks
What’s in store for inflation in the eurozone?
Article 127 of the European treaty states that the ECB’s main mission is to maintain price stability; as President Mario Draghi […]
27 March 2019
Investing
Chart of the week – Direction anybody?
Financial markets have sputtered again recently as concerns over global growth flared, in part on the back of weak purchasing […]
11 March 2019
Markets and central banks
2019 One Planet Summit showcases African innovation
Hosted by the presidents of France and Kenya, Emmanuel Macron and Uhuru Kenyatta, the third summit gathering of the One […]
07 March 2019
Markets and central banks
Central bank dovishness returns
Global markets extended their gains in February, with the pause in monetary policy tightening that the Federal Reserve had hinted […]
06 March 2019
Investing
Latest China growth measures highlight gradual approach
The latest moves by China to address slowing growth are gradual – not the big-bang, big-debt packages of the past. […]
06 March 2019
Markets and central banks
Central bank cooing adds to equity gains; bonds search for direction
As in January, market expectations for a generally dovish monetary policy stance were the main reason for investor appetite for […]
05 March 2019
Investing
Chart of the week – Spreading cheer
Signs of a somewhat brighter economic outlook and upbeat geopolitical (trade) news have caused the traditional safe havens for investors […]
04 March 2019
Markets and central banks
Markets swing between fundamental and liquidity drivers
In February, news of a halt in US interest-rate rises and the prospect of resolution of the US-China trade negotiations […]
28 February 2019
Markets and central banks
European Parliamentary Elections – will this time be different?
European parliamentary elections will take place on 23-26 May 2019. They are the biggest electoral contest in Europe. Currently, 751 […]
25 February 2019
Investing
Chart of the week – Will the going stay this good?
With equity markets now apparently having priced out further interest-rate rises by the US Federal Reserve or even the beginning […]
18 February 2019
Investing
Chart of the week – Which asset market is right?
Which asset markets have recovered the most from what they lost in the fourth quarter of 2018? Among risk assets, […]
