Beyond Bulls & Bears

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

“If the United Kingdom fails to reach a deal or pass it through Parliament, the prospect of a fresh general election is a very real likelihood, in our view, bringing with it much uncertainty.” Franklin Templeton European Trading Desk team

Why ECB Tapering Expectations May Be Premature
Multi-Asset

Why ECB Tapering Expectations May Be Premature

“Financial markets across Europe seem to have taken upbeat comments from European Central Bank President Mario Draghi late last month as evidence that the end may be in sight for accommodative monetary policy in the region. Our view is more nuanced.” Matthias Hoppe, Franklin Templeton Multi-Asset Solutions.

Notes from the Trading Desk – Europe
Perspectives

Notes from the Trading Desk – Europe

European markets had a tough week and closed lower for the third week in a row, as a stronger euro weighed on equities, whilst the United States fared better on the back of Yellen’s speech and US dollar weakness.