Beyond Bulls & Bears

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Equities in Europe treaded water ahead of the European Central Bank (ECB) meeting this week, where any hints of tapering will be closely observed. The spread of the Delta variant continues to weigh on sentiment,

On Central Bank Tapering and European Fixed Income
Fixed Income

On Central Bank Tapering and European Fixed Income

As markets try to look past the COVID-19 pandemic, the question of when central bank support will be withdrawn is a critical one. David Zahn, our Head of European Fixed Income, discusses the implications of potential tapering of asset purchase programmes, and what it means for fixed income investors.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

The primary focus for investors last week was the Fed meeting and the market impact thereafter. As expected, the Fed kept rates unchanged, but id give new guidance for their expected path of rate hikes (the “dot plot”) and revised their inflation expectations.

European Fixed Income Finds Central Bank Support
Fixed Income

European Fixed Income Finds Central Bank Support

As Europe’s economy continues to recover from COVID-19, it appears the central bank will remain accommodative, but for how long? Our Head of European Fixed Income David Zahn shares his views.

Notes From the Trading Desk – Europe
Equity

Notes From the Trading Desk – Europe

Last week saw equity markets tread water ahead of a number of upcoming notable events and catalysts expected this week. Still, the narrative around US trade relations with the rest of the world was a prime focus, as US President Donald Trump shared his thoughts on the US relationship with a number of different countries. 

In The Know: The UK Votes to Leave the EU
Fixed Income

In The Know: The UK Votes to Leave the EU

If the United Kingdom—the fifth-largest economy in the world—doesn’t want to remain in the EU, can we expect other member states to start asking questions about their continued membership?

The Fundamentals of Panic

The Fundamentals of Panic