The most striking trend of the past month is the sharp decline in bond yields. Our expert, Johan Gallopyn, analyzes the events on the bond market and also looks at developments on the equity, currency and commodity markets.
Besides ‘traditional’ topics such as the trade conflict and Brexit, the currency depreciation raging in a number of emerging markets and the Italian budget saga defined the fortunes of equity, fixed-income and currency markets. Our expert, Johan Gallopyn, outlines the main trends of the month of September.
After a turbulent start to the month - the trade dispute - the markets ended up in calmer waters. The equity markets were able to close July with clear profit in all regions. Our expert, Johan Gallopyn, looks at the trends for the equity, bond and currency markets over the past month.
The resurgence of the trade dispute, central banks, Italy, OPEC, etc. - numerous events affected the market in June. Our expert, Johan Gallopyn, outlines the implications for the equity, bond and currency markets over the past month.
While the objectives of the European Union have been revised upwards, some countries have lowered their expectations in order to have a more realistic chance of attaining their goals. This is in part because, to date, the results achieved in terms of fighting climate change have generally been disappointing.
May was an eventful month. It was not only the Italian political crisis that affected the equity, bond and foreign exchange markets. Our expert, Johan Gallopyn, outlines the main events of the past month.
European equities performed very well in April, and are again in positive territory as from the start of this year. The American bond rate climbed to 3%. Our expert Johan Gallopyn looks at the main events of the past month for equity, bond and foreign exchange markets.
Trump’s aggressive rhetoric on trade in combination with higher market volatility is weighing on sentiment. Even though some leading indicators suggest that the pace of the recovery is slowing, economic indicators remain solid. Things could of course quickly escalate.