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Weekly research notes covering the full spectrum of asset classes

Market Commentary – 30.11.2017

November 30, 2017 / admin

The euro area’s strengthening recovery and monetary stimulus are making national debt burdens more sustainable, though the risk remains that political uncertainty could cause yields to spike abruptly, the ECB said. Republican senators were engaged in a new struggle over the scale of planned corporate tax cuts on Wednesday night as they attempt to strike […]

Market Commentary – 29.11.2017

November 29, 2017 / admin

Consumer confidence increased this month, defying Wall Street expectations for a downturn, driven by optimism about tax cuts amid the backdrop of an ever-tightening labour market and solid underlying fundamentals, such as low inflation and low interest rates. North Korea on Wednesday claimed the successful launch of a new advance ballistic missile that it said […]

Market Commentary – 28.11.2017

November 28, 2017 / admin

Chinese President XI Jinping got a lot of applause at the 19th Party Congress but the most enthusiastic was for his line on property. “Houses are for living in, not for speculating,” Xi said. Most U.S stocks advanced while the dollar weakened as investor focus returned to the American economy and tax legislation at the […]

Market Commentary – 27.11.2017

November 27, 2017 / admin

A barrage of inflation data next week should leave the euro area’s policy outlook unscathed. Country readings may show a bit of acceleration for Germany and Spain and a slight slowdown for France. o   The Council of Europe, the leading pro-democracy body in the region, is considering lifting sanctions it imposed over Russia’s aggression in […]

The Venezuelan Horror Story

November 25, 2017 / Fiona Huang

Vending machines for gold bars, exotic animals as domestic pets, traffic jams of sports cars, mind-blowing five-star hotels and shopping malls; lavish is probably the first word you think of when asked to describe the major oil-exporting countries in the Middle East. But what if I told you that the country with the world’s largest […]