In our latest Macro View Video, Thomas Hempell, Head of Macro & Market Research, discusses the ongoing worries investors are facing in a potentially hot autumn.
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Market Compass January 2020
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Edited by the Macro & Market Research Team. The team of 13 analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues.
The team translates macro and quant views into investment ideas that feed into the investment process.
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As the tide of easy monetary policy slowly goes out, global markets face another challenging year. Yet 2019 will be very different from 2018, as the US economy is set to fall off its pedestal; the Fed will pause this summer, if not before. The great regional divergence of 2018 will thus end, and with it the impressive USD rally. This should bring selective relief to Emerging Markets, assuming the world economic landing continues to be soft.
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