Chart archive

210 (21-30)
Date
Title
Link
No.
Periodical
Author
Region
Country
Product Name
Teaser
25.04.2017
25
Region:
Product Name:
Politics remain a key focus for markets, but the latest developments in Europe are positive. In France, the first round of the presidential election ruled out the least market-friendly ‎outcome, and although eurosceptic Marine Le Pen is in the run-off as expected, polls suggest reformist Macron should win. The snap election called in Britain for June is a material positive game-changer for Brexit negotiations. [more]
13.03.2017
27
Region:
Product Name:
Potential shifts to the policy landscape remain in focus for markets, where uncertainty still reigns on most fronts. Polls for the French Presidential Election have tightened. A Le Pen victory remains unlikely but cannot be ruled out. Politics will continue to be at the fore elsewhere in Europe, with the Dutch election, the UK triggering Art. 50, turmoil in Italy and ongoing negotiations with Greece. Prospects for the key pillars of Trump's economic agenda also remain uncertain. Markets have better clarity on other fronts: a chorus of more hawkish Fed rhetoric jolted expectations for a March hike. [more]
07.02.2017
30
Region:
Product Name:
More than two weeks removed from President Trump’s Inauguration, politics and policy remain key market drivers. We continue to believe that Trump’s victory marked a positive regime change in the US. Tax cuts and deregulation are expected to jolt the economy toward a better long-term equilibrium of higher growth, inflation and interest rates. But this regime change also brings a greater degree of policy uncertainty. [more]
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