NEWS Trends

Macro trends have been stable this year in terms of rising growth expectations, declining political uncertainty and EM outperforming developed markets (DM). More recently, inflation expectations and the so-called “Trump trades” have consistently deflated. Will it last?

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NEWS Trends

Recent upbeat comments from European Central Bank President Mario Draghi prompted an immediate reaction from global financial markets, which appeared to sense early signs of a change in approach from monetary policymakers.

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NEWS Trends

While we don’t even use it yet, it has doubled in value since the beginning of the year and its use is gradually gaining ground in the economy: the digital currency Bitcoin broke above US$2,000 last month even though when it was first introduced at the end of 2008 it was worth as little as 0.001 cents.

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