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.
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,...
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.
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.
Financial markets took a serious hit at the start of 2016 on yet another wave of worries about China. It’s widely accepted that a severe economic crisis in China is one of the most important risks again for this year. We agree.
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.