After December 2018, the weakest month for equity markets in almost a decade, January closed off as one of the better months in recent years. Our expert, Johan Gallopyn, looks at the driving forces behind the equity, bond, currency and commodity markets in the first month of the year.
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.
October once again lived up to its reputation as a dangerous month for equity markets. Our expert, Johan Gallopyn, examines the causes and indicates the impact on the bond, foreign exchange and commodities markets.
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.
The Turkish lira has been stirring up tensions in financial markets. After months of gradual depreciation, the currency’s sell-off has been accelerating. In this blogpost we have a look at what’s happening in Turkey.
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.
Andres Manuel Lopez Obrador, often abbreviated as AMLO, will be the next Mexican president after Sunday’s elections. In this blogpost we take a look at the Mexican economy and what we can expect from the new leadership.
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.