Report4 August 2017Updated one year ago

Our answers to this month’s big questions

From Trump to the euro, from Brexit to France: Our thoughts on the state of the world. 

Executive summary

An in-depth analysis of market sentiment this August, including:

  • Trump: A question of leadership
  • Eurozone: The brutal euro appreciation
  • UK: Trading on transition
  • China: Keep deleveraging
  • Japan: Taking lessons from France?
  • Rates: The post-Sintra pause?