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.
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.
Economic activity is cruising. Confidence indicators continue to surprise positively, pointing to a solid cyclical growth momentum in the months ahead. Unemployment is coming down, yet stronger labour market conditions have failed to generate meaningful upward price pressures so far.