Latest Market Updates and Analysis

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By Investment Desk
Macro Outlook, Market Updates

Macro Outlook Q1 2020 | 20/20 End of cycle postponed, but vision far from perfect

2019 will be remembered as the year when major central banks staged a significant turnaround in monetary stance. The easing was precipitated by the US Federal Reserve’s (Fed) dovish pivot in January, and since then we have seen both the Fed and European Central Bank (ECB) loosening financial conditions. Indeed, 2019 has seen the largest […]

By Investment Desk
Macro Outlook, Market Updates

Macro Outlook Q2 2019 | The Fed blinks: tightening policy postponed

By Pau Morilla Giner
Market Updates

Pau Morilla-Giner, CIO on Bloomberg

By Investment Desk
Macro Outlook, Market Updates

Macro Outlook Q1 2019 | It’s cold without the QE blanket

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