Geldpolitik

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2019

02DEZ 2019

Caspar Rock: Monday markets - the week ahead on 2 December

This week's economic data is expected to show improvements in global momentum. In the UK, with the election two weeks away, the Conservatives' lead in the polls continues.

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2019

NOVEMBER

11NOV 2019

2019

Ahmet Feridun: Monday markets - the week ahead

Markets are looking out for a raft of global economic data due this week, as well as digesting political events such as the weekend's Spanish election results and upcoming US impeachment hearings.

04NOV 2019

2019

Ahmet Feridun: Monday markets - the week ahead 4 November 19

Markets are buoyed by broadly positive data and the Federal Reserve's rate cut. In Europe, Germany may have slipped into a technical recession. Uber and Disney to report this week, among others.

OKTOBER

28OKT 2019

2019

Caspar Rock: Monday markets - the week ahead on 28 October

The UK Parliament votes today on an election. Later in the week, investors will be scrutinising US and eurozone economic data and looking for clues on US monetary policy.

21OKT 2019

2019

Ahmet Feridun: Monday markets - the week ahead on 21 October

Hopes of any of rapid Brexit progress are fading. More importantly, this week brings manufacturing data for September – as well as 2020 earnings outlooks from a number of bellwether global companies.

18OKT 2019

2019

Caspar Rock: 2019 third quarter update

The past three months saw rising equities and strong performance from bonds and gold. Risks ahead include ongoing US-China trade disputes and Brexit outcomes. "We are prepared to be agile if circumstances change."

14OKT 2019

2019

Caspar Rock: Monday markets - the week ahead on 14 October

This week sees the start of the earnings season, annual gatherings of the World Bank and IMF, and the European Council’s discussions on Brexit. A no-deal scenario is perhaps less likely but can't be ruled out.

07OKT 2019

2019

Caspar Rock: Monday markets - the week ahead on 7 October

US-China trade talks resume. Markets will be watching upcoming inflation data as a gauge of likely central bank action, and in the UK Brexit "warms up" ahead of next week's planned summit.

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