Articles


By François Rimeu, Senior Strategist, La Française AM
As suggested by ECB members, the Governing Council (GC) will maintain its interest rates at the December meeting. The pivotal focus is on the updated macro-economic projections, particular...
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In its global investment outlook for the coming year, Fidelity International outlines why it is important to adopt a scenario based approach which takes into account the complexities of the current global economic and markets cycle. A soft landing...
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By François Rimeu, Senior Strategist, La Française AM
The Federal Open Market Committee (FOMC) is expected to maintain current interest rates at their upcoming meeting. Fed Chair Powell will stress the dependence of monetary policy on economi...
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While AXA IM doesn’t expect any hard announcement from the Fed and the ECB nor a massive change of communication, it will be difficult for Jay Powell and then Christine Lagarde to completely ignore the dramatic shift in the monetary policy traje...
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By Ole Hansen, Head of Commodity Strategy at Saxo
The first week of December saw weakness spread to all the major commodities sectors with grain being the most notable exception. Overall the Bloomberg Commodity Index, which tracks 24 major...
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Gold prices could rise moderately in 2024, but other precious metals could do better.
Luc Luyet, Currencies strategist, Pictet Wealth Management.
The start of next year could remain challenging for precious metals based on our central...
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