Political and geopolitical turbulence overshadowed the by and large favourable fundamentals in the month of August. Our expert, Johan Gallopyn, takes stock of the main trends in equities, bonds, currencies and commodities in the past month. He also explains the position of the central banks.
The annual symposium in Wyoming looks set to attract a great deal of attention again as hot economic issues and policy options are being fiercely debated among experts. Against this background, we have updated our view on central bank policy.
July was an eventful month for the financial markets, especially for currencies and commodities. Our expert, Johan Gallopyn, takes stock of the main trends in equities, bonds, central banks, currencies and commodities in the past month.
The High-Level Expert Group on Sustainable Finance met on Wednesday, 19 July. It was established by the European Commission in late 2016 to help develop its strategy regarding sustainable finance, a priority in the capital markets union action plan.
Following many years of weak activity, the world economy is now advancing at a solid pace. Confidence among firms and households suggests this should continue in the second half of the year. And despite earlier fears about protectionism, global trade growth has seen clear signs of acceleration in recent months.
In 2019 South Africans will head to the voting ballot to elect their next president. Already in December this year, the presidency of the African National Congress (ANC) will be decided. Much is at stake.
Economic activity in the eurozone is gaining pace. Confidence among firms and consumers is high which points to more positive economic news in the months ahead. Inflation, on the other hand, remains subdued.