“IT’S THE ECONOMY, STUPID!” Sovereign yields sank to alarmingly low levels on both sides of the Atlantic by the end of the week. In addition, the US Treasury curve produced…
read moreTRUCE BETWEEN TRUMP AND XI Although the year-end is quickly approaching, politics and policymakers are keeping financial markets and investors on their toes. US President Trump and Chinese President Xi met in…
read moreNO RELIEF FOR CRUDE OIL PRICES BEFORE THE OPEC MEETING As noted in last week’s Money Matters, oil prices came under pressure due to various factors, one of them being…
read moreOIL’S ROLLERCOASTER RIDE MAY NOT BE OVER JUST YET Crude oil prices have come under pressure in recent weeks. Since the beginning of 2016, oil prices have been rising driven by…
read moreINTERNATIONAL TRADE DISPUTES MAY NOT DISAPPEAR Positive risk sentiment returned to financial markets after President Trump and the Republican Party lost control of the House of Representatives to the Democratic…
read morePRESIDENT TRUMP’S TWEET IMPROVED GLOBAL MARKET SENTIMENT Politics has trumped economics, again. However, rather than bullying investors into retreating from risk assets, as is normally the case, political noise has lifted…
read moreWILL EQUITY MARKETS SCARE THE FED AWAY FROM TIGHTENING? That, of course, ‘depends.’ The reaction function of the Fed’s monetary policy depends primarily on two factors: the state of the…
read morePOLITICS MAY CONTINUE TO TRUMP ECONOMICS THIS WEEK Due to the light economic diary in the US and the lack of protectionist rhetoric by the President of the United States,…
read moreCHINESE GDP DATA MAY KEEP MARKETS ON THEIR TOES Eurozone member states, Japan and the UK publish inflation statistics this week. The broad spectrum of inflation data will help financial market…
read morePOLITICAL TENSIONS & DEBATES DRIVE MARKETS As there are no major policy events scheduled for the coming week in developed economies, financial markets are going to mainly focus on inflation…
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