UK election

Etienne Alexiou

We are used to the experience of economic developments influencing and sometimes determining political events. This past year we have seen political events influencing markets and economic forecasts more than usual. The rise of the populists as a reaction to the specific disaffection with wage stagnation, immigration and terrorism is... Show More

Etienne Alexiou

Let's first consider the broader global economic environment, in particular, the macro drivers of a “globally co-ordinated” gradual improvement in economies which are continuing to evolve. The primary driver of markets, at this point in time, is globally accommodative monetary policy, which underpins economic expansion and the rise in financial... Show More

Sean Callow

The British pound was the big mover this week as the UK unexpectedly headed to the polls. In our brief weekly video, I discuss how durable sterling's rally is likely to be. I also touch on the role of the RBA minutes in the AUD/USD decline earlier this week, check... Show More

Mark Tinker

Many markets, including Hong Kong, are operating a short week this week thanks to the May day bank holiday, which doubtless will leave Monday relatively quiet as well as many take the long weekend. Japan is effectively closed all week for Golden Week. In the UK, the Monday is the... Show More