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114 news articles are available
ECB: SHORT TERM RATES ANCHORED
"According to the ECB projections, the GDP expansion will remain above potential for the next two years, driven by both domestic investment and household consumption. Inflation is revised up, albeit modestly."
The FED leans hawkish and short rates move higher
"While the Fed under Chair Yellen acknowledged global risks in early 2016 as a contributing factor in its decision to defer rate increases, it is unclear whether global factors would exert as significant an impact on the current FOMC."
Cross Asset Investment Strategy - June 2018
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Italy: fundamentals are the compass amid political twists
A new Government: After three months of deadlock, 5Star Movement and the League agreed on a redesigned Government formation.
MSCI China A-share inclusion along the way of China’s transition to quality growth
In June 2017, MSCI announced the partial inclusion of China’s domestically traded, yuan-denominated stocks, or so-called A-shares to MSCI China, MSCI Emerging Markets (EM), and MSCI All Country indices, which is to be implemented from June 2018.
How to play the oil price swings
"We expect WTI crude oil to stabilize in the 60-70$ range in the next 12 months."
France: significant promises kept, but the most crucial reforms will take time
One year on from his election victory the French president has already lived up to some of his campaign promises, most visibly regarding labour market regulation and taxation, actions that have generally been welcomed by international financial commentators.
Italy towards new elections
"Prof Carlo Cottarelli, an economist, former IMF representative and in charge of the spending review of Enrico Letta’s Government, is now in charge to form the government."
Profit trend and cycle analysis: a long-medium-short term sanity check
"The ongoing expansionary phase of profit cycle likely to last in 2018-19 in US and Europe while in Japan seems more mature with some signal of “fatigue” for 2019."