Shaun Riordan | We do not usually think of France´s dapper, sophisticated young president, the last hope of European liberal elites, pursuing the same objectives as America´s ageing and overweight bully, the sworn enemy of liberal internationalism. But both Macron and Trump agree on the need to end the conflict in Ukraine and re-integrate Russia into the international community.
Articles by Shaun Riordan
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TJ Jetnil, Factset Insight | There is increased demand from the financial services industry to efficiently and effectively engage and communicate with clients. Two primary audiences in financial services are trying to solve different but related challenges: asset managers and wealth managers.
Shaun Riordan │ The volatile and uncertain business world needs new forms of corporate management. This should be no surprise. In a Volatile, Uncertain, Complex and Ambiguous (VUCA) international environment, we also need new approaches to leadership and strategy training.
A soft landing is the Holy Grail of central bankers. The glory that accrues from avoiding the economic costs of a recession by skilful manipulation of interest rates. But do such efforts to avoid, or mitigate, recessions simply store up trouble for the future? Does seeking to avoid a recession simply lead to a worse recession in the future?
Frank Schwarz, MainFirst │New payment systems are a growing area. In a digital and mobile world, it is natural that payments are also made easily just with a click. This is the idea behind the growing tendency in electronic and mobile payments.
JP Marin-Arrese │Any seasoned central banker knows by heart that words rather than measures better serve monetary policy. The material effect any move delivers doesn’t match the impact on expectations and market sentiment an authoritative message conveys.
Iñigo Isardo, Link Analysis│An exchange rate conflict threatens to complicate US-China trade conflict. As we anticipated yesterday, the escalation of tensions in the trade conflict between the US and China impacted negatively on western markets. China has responded with the largest devaluation of its currency the yuan in more than a decade.
Íñigo Isardo (Link Securities) | This week will be affected by the uncertainties of the trade conflict between the US and China after the latest “turn of the screw” introduced by US President Donald Trump into the trade negotiations. Last Thursday Trump announced on Twitter the imposition of 10% tariffs from 1 September on 300 Bn$ of imports from China which so far have not had to pay tariffs.
Christian Scherrmann (DWS) | As was expected , the Federal Reserve cut interest rates 25 base points to a range of 2.0-2.25% at the July meeting of its Federal Open Market Committee (FOMC).
Olivia Álvarez (Monex Europe) | Driven by concerns about a no-deal Brexit, in less than a week, the pound sterling has fallen more than 2.7% against the euro, reaching its lowest levels in the last two years.