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Market Comment | The GBP appreciated due to a potential Brexit delay

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Financial markets remained cautious. The focus continued on US-China trade talks following yesterday's rumours about the US rejection of pre-talks ahead of high-level meetings next week. However, the information has been denied by both sides. The Brexit issue also came into the limelight with the possibility of a delay, while the Davos forum continues.

Geographies:Global

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Market Comment | Caution returned to markets ahead of Thursday’s ECB meeting

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Cautious tone returned to financial markets amid the latest news about a formal US request for extradition from Canada of the finance chief of Huawei, which threatens to heighten US-China trade tensions. Moreover, the World Economic Forum in Davos started its first day with some important leaders missing, notably US President Trump.

Geographies:Global

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Market Comment| Financial markets remained steady despite China’s GDP release. ECB preview

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Markets were little changed in a low volume trading session as US markets were closed. Today’s release of China’s 4Q18 GDP (early this morning) along with the release of May’s “plan B” on Brexit this afternoon will focus the market’s attention. The ECB meeting next Thursday, the World Economic Forum at Davos and multiple releases of economic data will be other key events

Geographies:Global

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Market Comment | Positive tone extended this week despite Brexit issue remaining stuck

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Markets were in a positive mood for the second week in a row. Recent news of further US-China trade talks by late January, coupled with China’s latest measures to boost its economy were the main drivers. The rejection of May’s Brexit plan and the vote of confidence that May was able to win have had only a mild impact on markets so far, awaiting for a Brexit "plan B”.

Geographies:Global

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Market Comment | The new US investigations taint US-China trade talks

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The positive tone in financial markets faded somewhat after the announcement of the US's investigation of Huawei for potential spying on US business partners, offsetting the positive effect of the announcement of further US-China trade talks that will take place on 30-31 January. Elsewhere, May managed to win the no-confidence vote, but the challenging context remained

Geographies:Global

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Market Comment | Financial markets remained focused on Brexit developments

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Financial markets were in a positive mood, although the focus remained on the UK. After yesterday's defeat in the parliamentary vote on May’s Brexit deal - by a huge margin - the scenarios around Brexit remain very open. The next milestone will be today’s no confidence vote on May, with the arithmetic in her favour.

Geographies:Global

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Market Comment | Markets waiting for today’s Parliament vote on Brexit

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Financial markets seemed to digest positively the recent announcement from China of potential stimulus measures – such as tax cuts - in order to support its economy amid the release of recent weak Chinese economic data. Investors’ focus will be mainly on today’s result of the vote in the UK parliament on May’s Brexit deal as the future UK-EU relationship is uncertain

Geographies:Global

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Market Comment | Global growth concerns return to markets at the start of the week

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Cautious mood in markets caused by fears of global slowdown, mainly after the release of disappointing Chinese trade figures, and despite last week’s progress in US-China trade talks. Key global markets’ drivers for this week: in the US, the start of the 4Q18 earnings season coupled with economic data. Also, all eyes will be on tomorrow's Parliamentary vote on Brexit deal

Geographies:Global

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Market Comment | Financial markets signal appetite for risk assets during the week

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Positive tone in financial markets during the second week of 2019. Last Friday strong US jobs data, and the three-day US-China trade talks helped risk assets to recover from the sharp fall in the final part of 2018. Furthermore, the release of the ECB and FOMC minutes along with plenty of Central Bank officers’ speeches were in focus.

Geographies:Global

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Market Comment | USD and US yields extended decline after Fed minutes

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Calm in financial markets after US-China trade talks ended yesterday without further details on key issues, but with China’s commitment to import more products from the US. Today’s lower-than-expected inflation figures in China added more doubts about the economic growth. The release of minutes from the ECB and the FOMC’s December meetings kept investors’ attention

Geographies:Global

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Market Comment | Positive mood in financial markets with focus on today’s Fed minutes

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The positive tone in financial markets continued on the back of optimism regarding the US-China trade talks which ended today with positive remarks by both parties. Apart from this, all eyes are on the release of the December FOMC meeting minutes later today, as more Fed members added their voices to the more dovish stance.

Geographies:Global

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Market Comment | Trade progress allows markets to recover further

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Markets started the week in a positive mood as fresh news at the end of last week still weighed this week. The sharp rebound in risk asset prices last Friday was backed by hopes of easing trade frictions between China and the US (which have extended today), strong US jobs data, actions from China’s central bank, and especially due to patience showed in Powell’s remarks.

Geographies:Global

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Market Comment | Risk aversion wanes today, backed by US Payrolls and trade talks

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Markets started 2019 on the wrong foot, but the market mood improved as the week went by. Doubts about the global slowdown were fed by the release of worsening confidence data in China and in the US. However, today’s fresh news about the trade tensions and the release of job figures in the US totally offset the sluggish data in the EZ, and improved the situation.

Geographies:Global

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Market Comment | Fears of slowdown extend risk aversion mood

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Risk aversion mood persisted today as fears of a global slowdown increased. Apple’s reduced revenue outlook, which it attributed largely to China’s slowdown, as well as trade tensions added to yesterday’s release of disappointing Chinese confidence data. Furthermore, US manufacturing confidence data, at its lowest in two years, also point in this direction

Geographies:Global

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Market Comment | Sharp drop in core yields as investors flee risk assets

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Markets have started 2019 on the wrong foot, as doubts about China’s economy added to the already deteriorated environment in which the market ended 2018. The release of worse-than-expected confidence indices for China extended the risk-off mood in markets as it increased the odds of a potential global slowdown, triggering demand for safe-haven assets across the board.

Geographies:Global

Available in English

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