Markets unmoved by Macron landslide
Emmanuel Macron thrashed his far-right opponent Marine Le Pen in yesterday’s second round of the French presidential election. But markets withstood the temptation to take a victory shot.
Elections
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ANALYSIS: All stars aligned for European equities rally
The fact that the Euro Stoxx 50 index recorded its largest one-day gain since July 2012 on Monday suggests the importance for investors of Emmanuel Macron’s victory in the first round of the French presidential elections can hardly be overestimated.
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Markets celebrate Macron victory in French elections
Equity markets have welcomed Emmanuel Macron’s resounding victory in the first round of the French presidential elections. The euro also rallied and peripheral bond yields collapsed.
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ANALYSIS: French elections – prepare for an uncertain outcome
The French presidential elections have turned into a highly unpredictable four-horse race. All four candidates offer radically different visions on the economy, and on France’s place in Europe. But is there a way to prepare for the outcome if the result is still so much up in the air?
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Investors celebrate mainstream victory in Dutch elections
Markets have welcomed the failure of Dutch far-right leader Wilders to make significant gains in yesterday’s elections. The euro was up by more than 1% against the dollar, and peripheral bond spreads narrowed. Has the populist tide now turned?
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Dutch elections a first gauge of EU populist fever
The Dutch elections on Wednesday are unlikely to result in the populist, anti-EU Freedom Party (PVV) taking power. But the elections are important for another reason.
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PA ANALYSIS: Dangers lurk for investors as Trump takes office
With President Donald J. Trump now sworn in, the phoney war is over and talk can become policy over the first 100 days. Should investors be bullish or worried?
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ANALYSIS: For markets pricing in perfection, Trump must deliver
Donald Trump is a man of extremes. So, it is perhaps appropriate that markets have responded in kind in the run up to his inauguration on Friday.
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Trump’s anti-immigrant, isolationist stance pumps up inflation expectations
President-elect Donald J Trump’s aggressive positions on immigration, infrastructure spending and isolationism could push up wage and core inflation, commentators fear.
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China should brace for US election fallout
The Chinese press has been remarkably quiet on the new US president, but asset managers are weighing in on what they see as the negative impact of Trump’s protectionist views.
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Markets shake off Trump triumph, but long-term risks loom
The surprise US election victory by Donald Trump has greatly increased uncertainty, yet asset prices are now back at similar levels as just a couple of days ago when a Clinton victory looked more likely.
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Is the Trump inspired dollar slide over already?
As Donald Trump’s win in the presidential election became inevitable overnight, the dollar fell against other major currencies but this was quickly reversed following his conciliatory victory speech.