NOTES FROM AROUND THE WORLD

Equities

Reduced European political risk has benefited the EUR but not European equities, which still lag behind the US market.

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Stéphane Junod
CIO EMEA

Fixed income

Higher-than-expected inflation data in some markets seems to have encouraged bond markets to take a more defensive stance.

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Markus Müller
Global Head
CIO Office

Commodities

The IEA and OPEC have both increased their forecasts for global oil demand in 2018, but US production could upset the balance.

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Markus Müller
Global Head
CIO Office

FX

GBP has spiked up, following higher than expected UK inflation data and a markedly more hawkish-sounding Bank of England MPC.

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Stéphane Junod
CIO EMEA


In EMEA and APAC this publication is to be considered Marketing Material. Past performance is not indicative of future performance. All opinions and claims are based upon data at the time of publication and may not come to pass. This information is subject to change at any time, based upon economic, market and other considerations and should not be construed as a recommendation. No assurance can be given that any forecast or target will be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models or analysis which may prove to be incorrect.