Growth Shock Is the Next Phase for Global Equity Markets
The growth scare that I wrote about in May’s Governments and Markets is now starting to materialise, as growth in the major emerging and European...
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Red Alert for Markets?The Key Central Bank Tightens
Watch out, the World’s biggest Central Bank is tightening. We do not mean the US Fed, which raised rates last week, or the ECB, which last week...
479 Views
How Dovish Will the Fed Be?
Every Fed rate hike over the last year and more has resulted in a weaker USD, suggesting the Fed has a habit of delivering ‘dovish’ hikes. There...
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ECB’s Stepped up Plans to End QE May Not Be Good News for the EUR
ECB’s Praet signalled that the ECB is thinking about withdrawing from net asset purchases soon. We should expect a plan at the next Governing...
162 Views
A Bout of Optimism Amidst Intensifying Risks
The turn lower in the USD in recent sessions feels like a technical retreat from resistance. It comes despite intensifying risk from a trade war,...
193 Views