Europe Financial Markets Blogs

Pages

Global Economic Growth Facing Headwinds

There is increasing evidence that global growth is stuttering, with recent data from the world's largest economies suggesting that Q2 2014 expansion may have been worse than originally thought....

Read blog ›

Global Markets: EM Looking Good Versus DM

After adopting a neutral view on developed markets (DM) over emerging markets (EM) equities a couple of months ago, following an almost four-year run of being bullish towards DM over EM, we are...

Read blog ›

Global Emerging Markets Update

Below is a selection of our key emerging views, as taken from the latest edition of our weekly Emerging Markets Monitor publication. We expect currencies in Emerging Asia to outperform the US...

Read blog ›

ECB Update: Draghi Leaves QE On The Table

The European Central Bank's decision to hold interest rates again on April 3 was not surprising, but ECB President Mario Draghi's hint that more radical measures are being discussed, including some...

Read blog ›

Maintain Vigilance On Ukraine

So far, the crisis in Ukraine has broadly followed the core scenario we outlined in early March, with Russian military activity contained to the Crimean peninsula, the threat of sanctions limited to...

Read blog ›

Emerging Markets Update

Below is a selection of key financial market stories published in Business Monitor Online over the past week. Global FX Strategy Our overriding FX view is for a stronger US dollar over the long...

Read blog ›

Big Moves In Emerging Market Currencies

The Chinese yuan has lost 1.6% against the US dollar since end-January, in line with our Asia team's long-held view that multi-year yuan appreciation was not a one-way bet. While the currency is...

Read blog ›

Sterling On The Move

Expectations are mounting from some quarters that the Bank of England (BoE) may be the next major developed world central bank in line to raise policy rates. Various futures and swap...

Read blog ›

Pages