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MARKET INSIGHT - July 2018

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Clouds on the horizon for summer 2018

It is sometimes said that meteorologists make better predictions than economists; if nothing else, this certainly puts the wisdom of listening to the latter into perspective. As summer dawns and storm clouds gather on the international horizon, we could be forgiven for wishing we had a weather forecast to shed light on the economic and financial outlook.

 

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MARKET INSIGHT - June 2018

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Europe once again in the eye of the storm

To put it mildly, the political sphere is far from quiet at present. Donald Trump’s refusal to extend the Iran nuclear deal and the twists and turns concerning the summit between Kim Jong-un and the US President are clear examples of the current tense geopolitical climate.

 

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MARKET INSIGHT - May 2018

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The dollar stages a comeback

Under pressure for the past few months, the dollar overcame all odds and bounced back in April, as we were expecting. Beyond this, the renewed strength of the dollar helps to explain – at least partially – a number of significant events that have affected the financial markets in recent weeks.

 

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