This morning, US President Trump decided to impose an import tariff on about US$ 200 bn of Chinese imports. In a first period, tariffs of 10% will come into effect on September 24, 2018 until year end.Read Now
China’s August macroeconomic data set came in again more mixed, with an overall tendency of a further softening.Read Now
As expected, key rates remained unchanged; the ECB committed itself to leave them at the present level for at least through the summer of 2019 while confirming that QE will end in December 2018.Read Now
The US-China trade war looks set to escalate. US President Trump will most likely impose a 25% tariff on another US$ 200 bn of imports from China. China will use its available space for retaliatory measures worth US$ 60 bn.Read Now
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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.
With the US economy on steroids, global growth is resilient. But political noise is deafening: US/China trade, US mid-terms elections, the Italian budget and Brexit negotiations will dominate the autumn news.Read Now