Key events The geopolitical situation is becoming increasingly tense; however, financial markets remain mostly impassive, continuing to focus on the outlook for cyclical growth, inflation trends and corporate earnings. Only gold, a traditional safe haven asset, seems to be affected by events. The stationing of North Korean troops in Ukraine and the cross-air raids between … Read more
KEY EVENTS The most relevant news in September came from central banks and geopolitics, with a particular focus on conflicts and the approaching U.S. presidential election. The confrontation between the two U.S. presidential candidates remains heated. In their only televised debate, it was confirmed that neither has a chance to gain a clear advantage over … Read more
KEY EVENTS The month of August saw financial markets focus more on news from central banks and macroeconomics, rather than geopolitical news. However, the situation remains particularly tense both in the Middle East and between Ukraine and Russia. In the former, on the one hand, efforts to reach a truce continue, but on the other, … Read more