With little in the way of news coming from the central banks and few new developments in Brexit or the trade negotiations between the US and China, in April all the attention was on company results. Our expert, Johan Gallopyn, analyses the events in the equity, bond, currency and commodities markets.
Several reputed investors have declared war on the RMB in recent days. How worried should we about an imminent collapse of the RMB? Should we believe Chinese policymakers stating that there is ‘no basis’ for big RMB depreciation? This question brings us to the heart of the problems facing China.
Financial markets are seeing lots of volatility and uncertainty has spread widely. Investors are fretting about several factors including China’s slowdown and its impact on emerging markets, US economic slowdown, the non-linear fall in oil prices, geopolitical risks and the European refugee crisis,...
Your monthly appointment with the financial markets. What were the trends for equities, bonds, currencies and commodities in the past month, and what made the markets move ? You can discover the most striking evolutions in this clear and concise analysis.