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Elections

Market Breakfast podcast – 5 June 2017

06 Jun 2017

  • ECB
  • Fed
  • China
  • Elections
  • market update

Market Breakfast podcast – 8 May 2017

08 May 2017

  • US
  • Europe
  • France
  • Elections
  • market update

Market Breakfast podcast – 2 May 2017

02 May 2017

  • US
  • Europe
  • equities
  • Elections
  • fixed income
  • market update

Don’t make investment decisions on “likely outcome of elections”

01 May 2017

  • ECB
  • currency
  • Elections
  • Central Bank
  • Monetary policy

Macron vs Marine

25 Apr 2017

  • ECB
  • France
  • Eurozone
  • Elections

The Intelligence Report

24 Apr 2017

  • China
  • Trump
  • France
  • Elections
  • South Africa
  • Czech Republic

Market Breakfast podcast

24 Apr 2017

  • US
  • uk
  • France
  • Elections
  • market update

Political news to the fore; meanwhile, economic data is positive, on balance

24 Apr 2017

  • uk
  • Trump
  • France
  • Elections

Headwinds for the US dollar

10 Apr 2017

  • ECB
  • Fed
  • Trump
  • Elections
  • US dollar

Markets have plenty to discuss, but act on little

10 Apr 2017

  • ECB
  • Trump
  • earnings
  • equities
  • Elections
  • labour market

Markets see monetary policy as still benign, or do they?

20 Mar 2017

  • rates
  • Elections
  • Inflation
  • Central Bank

Asset Allocation March 2017

07 Mar 2017

  • risk
  • earnings
  • Elections
  • Inflation
  • asset allocation
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