Market Insights
Money Matters
Money Matters 17th September 2019
THE DISRUPTION IN THE OIL MARKET COULD BE TRANSITORY The last two weeks were promising as global political tensions have finally eased through a more
Money Matters 10th September 2019
AS GLOBAL POLITICAL TENSIONS EASE, MARKETS HAVE A CHANCE TO MELT UP The market has rebounded last week (the MSCI EM index was up 2.4%
Money Matters 3rd September 2019
LABOUR MARKET METRICS IN THE US TO BE CLOSELY WATCHED THIS WEEK Over the weekend a new round of tariffs came into effect in the
Money Matters 28th August 2019
GEOPOLITICAL DEVELOPMENTS TO DRIVE MARKETS IN THE SHORT TERM Last week was dominated – again – by the news flow related to the trade tensions
Money Matters 20th August 2019
INTENSIFYING POLITICAL UNCERTAINTIES WEIGH ON INVESTORS’ RISK APPETITE The Trump administration took the markets by surprise as the Office of the US Trade Representative announced that
Money Matters 13th August 2019
THE TRADE DISPUTE GOES ON Although the economic diaries in the US and China were virtually empty last week, markets did not have time to
Money Matters 6th August 2019
TRADE TENSIONS BETWEEN THE US & CHINA ENTER A NEW CHAPTER Events last week unfolded so fast that investors are still gasping for air. It all
Money Matters 30th July 2019
IMF FORESEES DOWNSIDE RISKS TO GLOBAL GROWTH The International Monetary Fund (IMF) released its latest World Economic Outlook last week, in which the IMF marginally reduced its world
Money Matters 23rd July 2019
FED REACHES MUDDY WATERS AND MAKES THEM MURKIER Although there was a vacuum in terms of macro data releases throughout the week, we still have
Money Matters 16th July 2019
CENTRAL BANKS ACROSS THE GLOBE AWAIT THE FED’S GREEN LIGHT The Federal Reserve’s policy U-turn has been extensively covered during the previous weeks: a 25bp
Money Matters 9th July 2019
REALITY CHECK: IT’S TIME FOR THE MARKET TO TAKE A CHILL PILL The broad market was getting ready to enjoy the refreshing effects of a
Money Matters 2nd July 2019
AS GOOD AS IT GETS It seems that Presidents Trump and Xi had a relatively fruitful discussion, as the two leaders did not resort to further
Money Matters 25th June 2019
CENTRAL BANKS ARE READY TO STEP UP, AGAIN. Two major central banks – the Federal Reserve (Fed) and the European Central Bank (ECB) – sent
Money Matters 18th June 2019
BENIGN INFLATION PUTS FUEL TO THE FIRE FOR THE FED TO CUT INTEREST RATES Inflation in the US was 1.8% YoY in May, coming in below
Money Matters 11th June 2019
TRUMP MIGHT JUST GET HIS COVETED RATE CUT SOON It very much looks like the market has made up its mind that the Fed funds rate
Money Matters 4th June 2019
THE TARIFF MAN STRIKES AGAIN During the last few weeks, it’s been pointed out that the chances of a cease fire between the US and
Money Matters 29th May 2019
THE SPAT GOES ON: “IT’S NOT ME, IT’S YOU” The US and China were pointing fingers at each other last week claiming that their partner
Money Matters 21st May 2019
WILL THE QUARREL EVER END? Last week we pointed out that global investor sentiment deteriorated because of the escalating trade tensions between the US and China, despite the
