Equities performed very weakly in December, resulting in a year which posted a loss overall. Our expert, Johan Gallopyn, takes stock of the previous month and the year 2018 in terms of the equity, bond, currency and commodity markets.
Brexit fears are clearly intensifying and our call that the Bremain vote will prevail on June 23 is getting increasingly uncomfortable. Admittedly, this is just stating the obvious as both opinion polls and betting market odds are indicating just that.
The Federal Reserve, Boris Johnson and the quarterly results were the 3 leading topics in July 2019. How they affected the bond, currency, commodity and equity markets? Our expert Johan Gallopyn analysed it for you.
October showed fairly sizeable movements on the equity, fixed-income and foreign exchange markets. Once again, central bank activity had a lot to do with this. Our expert, Johan Gallopyn, outlines the main trends of the past month.
Helicopter Money is an extreme form of quantitative easing. It was first suggested in the sixties as a plan to stimulate economic growth and combat deflation. In an extreme form it is not unlike scattering money over the heads of the people. The idea of using helicopter money won ever more ground in recent months.
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.