storm hurricane

Time for cool heads

Attention on the response to North Korea’s action may refocus on UN sanctions. Dovish Fed stance already well discounted and perhaps too a hawkish ECB. Stocks surrendered gains made in the previous two sessions, US…

city at night

Investor Watchlist #2 – August

Investor Watchlist German Q2 GDP (% QoQ): Consensus: 0.7; Prior: 0.6 Despite a weakening of industrial production and exports in June, the German economy appears to have built up sufficient momentum over the course of…

watchlist 1 - city view

Investor Watchlist #1 – August

Investor Watchlist UK industrial production (% MoM) (Jun): Prior: –0.1; Consensus: 0.1< Output of the British industrial sector is expected to have remained largely unchanged in June, with the largest contributor – manufacturing – seen…