Macro View Video 07/06/2019

This year’s risk rally rested on three pillars, two of which now have cracks: trade talks have deteriorated sharply and global growth is cooling off from an artificially strong Q1. The third pillar is standing strong: the Fed is turning ever more dovish.

Those cracks are making financial conditions less stable. Will president Trump obey the ‘reality principle’ soon enough? How to position investments through summer and beyond? 

Vincent Chaigneau, Head of Research, deals with these questions and more in our latest Market video!

Find out more: watch the video and read the latest Market Perspectives!

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Market View by Vincent Chaigneau,
Head of Research

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Market Compass October 2019

07/10/2019

Edited by the Macro & Market Research Team. The team of 13 analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues.
The team translates macro and quant views into investment ideas that feed into the investment process.

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Market Compass September 2019

09/09/2019

Edited by the Macro & Market Research Team. The team of 13 analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues.
The team translates macro and quant views into investment ideas that feed into the investment process.

Read Now
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Market view video: THE NEGATIVE YIELD DISEASE IS SPREADING

09/09/2019

Watch this video and discover our experts view on financial markets.

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