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Europe – (When) does the slowdown end?
investment insights

Europe – (When) does the slowdown end?

Brexit woes continue as Theresa May struggles to secure a future for Britain and deadlines have come and gone. And Brexit isn’t the only concern in Europe. The global trade outlook is murky with Trump’s ongoing trade war. What’s next for Europe? And what will stimulate growth? Read more from Bill Papadakis, our Macro Strategist and Vasileios Gkionakis, our Global Head of FX Strategy.

investment insights

United States – recession or soft landing?

Trump’s trade war, muted inflation and slowing US growth, could make many feel we are heading towards a recession. But with the Fed’s dovish decision in March this year, we imagine a scenario of no more hikes, from the Fed, in 2019. Discover the point of view of our Chief Economist, Samy Chaar.

What is at the heart of today’s slowdown? It is not just Brexit. It’s Trump trade war with China that set off a sudden and sharp trade recession. US and China must strike a deal for activity to rebound. In these unprecedented times, we focus on making the most of this “low growth but easy money” context.

Destabilising, dangerous debt or ‘new normal’?
investment insights

Destabilising, dangerous debt or ‘new normal’?

Record debt levels leave investors trying to spot the next market tipping point. The problem may be quality, not quantity, as monetary policy adjusts to highly indebted, low growth economies.

Further gradual dollar depreciation but EURUSD in a tight range for now

While maintaining a bearish medium term view for the US dollar, we have downgraded our EURUSD forecasts for this year.

How is trade shaping markets and our investment strategy? Is market optimism justified? Our Q22019 investment outlook video is out.

investment insights

Lost in Brexit purgatory

The UK is still a long way from escaping its Brexit purgatory. While the European Union’s patience for the UK’s Parliament fades, real risks remain in play.

ECB dovish guidance: a game changer for the euro
investment insights

ECB dovish guidance: a game changer for the euro

The European Central Bank’s newest guidance might prove to be a game changer for the EUR. We revise substantially lower our EURUSD forecast for 2019.

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