MARKET ANALYSIS A limited impact from the Catalan referendum ASSET ALLOCATION STRATEGY Keep an eye on the cycle and central banks MACRO HIGHLIGHTS Promising tax measures in the US and optimism among Japanese businesses MARKET ANALYSIS Fresh interest in Japan MACRO HIGHLIGHTS The Fed is managing expectations to control the US yield curve and the dollar MARKET ANALYSIS Central banks make their intentions known MACRO HIGHLIGHTS US inflation is back, ECB and SNB look to stabilise their currencies, BoE takes a risky gamble MARKET ANALYSIS Waiting for the Fed MARKET ANALYSIS The monetary fog is lifting MACRO HIGHLIGHTS Dollar under persistent downward pressures, Indian GDP growth disappoints ASSET ALLOCATION STRATEGY Overweight risk assets MARKET ANALYSIS The ECB is worried about the euro's strenght MARKET ANALYSIS Wait-and-see mode ahead of Jackson Hole MARKET ANALYSIS A short-lived rally MARKET ANALYSIS Geopolitical jitters rise ASSET ALLOCATION STRATEGY FX markets disrupt calm trading MARKET ANALYSIS Company results in the limelight MACRO HIGHLIGHTS First-half learnings & challenges for the summer ANALYSIS Favourable tailwinds for now, but don’t ignore valuations ANALYSIS Global growth at a turning point? More news Top Press Global presence Site map Terms & conditions Cookies policy Contact webmaster ©2017 Edmond de Rothschild¤¤** .group .social-color { fill:#8a94a5; } .group:hover .social-color-facebook { fill: #3e5c98 !important; pointer-events:all; } .group .social-color { fill:#8a94a5; } .group:hover .social-color-twitter { fill: #61aadb !important; pointer-events:all; } .group .social-color { fill:#8a94a5; } .group:hover .social-color-googleplus { fill: #e34c33 !important; pointer-events:all; } .group .social-color { fill:#8a94a5; } .group:hover .social-color-linkedin { fill: #00679f !important; pointer-events:all; } By continuing to navigate on this website, you consent to the use of Cookies which allow us to understand how you use our site and to improve your navigation experience Cookie Settings Accept