Ten years after the onset of the financial crisis, the global economy is showing signs of a synchronized recovery. Cyclical economic growth across the board is picking up, trade volumes are growing, corporate profits are on the rise and unemployment is falling.
Besides ‘traditional’ topics such as the trade conflict and Brexit, the currency depreciation raging in a number of emerging markets and the Italian budget saga defined the fortunes of equity, fixed-income and currency markets. Our expert, Johan Gallopyn, outlines the main trends of the month of September.
Leading indicators suggest global economic activity remains weak following what has been a very lackluster recovery. Headline inflation looks set to rise towards the end of the year while core inflationary pressures remain modest for now.
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.
The resurgence of the trade dispute, central banks, Italy, OPEC, etc. - numerous events affected the market in June. Our expert, Johan Gallopyn, outlines the implications for the equity, bond and currency markets over the past month.