Aug 22, 2017
Market sentiment remains dull as investors seem to reassess their positioning in light of the key meeting of central bankers in Jackson Hole starting on Thursday, geopolitical tensions in North Korea, and the unpredictability of the Trump administration.
Aug 21, 2017
Investors remained reluctant at the end of last week due to continued political turmoil surrounding the White House, the upcoming central bankers meeting in Jackson Hole, and planned US and South Korean war drills.
Aug 8, 2017
The incoming economic data point to robust global growth while monetary policies remain supportive - even if policy tightening is brought forward somewhat in Europe, subdued inflation should prompt Japan and perhaps even the US to surprise on the dovish side. We keep our preference for equities and for currencies with a hawkish surprise potential.