On 23 June 2016, a referendum will be held on the United Kingdom's continued
membership of the European Union. As the Brexit and Bremain campaigns intensify,
experts at Natixis Asset Management have examined the macroeconomic impact and
the consequences for the financial markets of both options...
Global markets are being troubled by a range of issues: some old,
some new. According to Mark Burgess, CIO EMOA and Head of Equity Investments at Columbia Threadneedle Investments, three issues are worth paying close attention to: Global growth, Ongoing macroeconomic uncertainties in China and Debt...
Three forces collided at the turn of 2015-2016 to make markets extremely anxious. First, the
Fed stuck to its promise to start a tightening cycle in 2015, with an in extremis hike in
December 2015. The accompanying “dot plot” priced in four more hikes for 2016.
The impending death of the €500 note has huge implications on the conduct and shape of future monetary policy. We believe the upcoming decision to stop printing the bill goes beyond anti-money laundering, which is commonly cited as the reason.
According to Keith Wade, Economist at Schroders, at first glance this would seem to be a soft report; however, other elements were more robust. For example, average hourly earnings growth ticked up to 2.5% year-on-year and the average work week increased by 0.4% month-on-month. The latter is a useful indicator of GDP growth...