El Libro Azul de Laurence Boone
Última visión sobre la economía mundial
Por Laurence Boone, Economista Jefe del Grupo AXA y Directora de Análisis de AXA IM
10 publicaciones disponibles
Rising economy and policy uncertainty
Global political effervescence dominated markets over recent times and as a result it has managed on many occasions to diminish the impact of much of the good economic news. But despite this backdrop ...
The die is cast
The UK people have made their decision, with a 51.9% vote in favour of leaving the European Union. Prime Minister Cameron has announced he will resign once the Conservative Party has chosen a new lea ...
2016: weakest year since 2009
Recent economic data has confirmed what we had already guessed: the global economy has been engulfed into a soft patch since the beginning of the year.
2016: weakest year since 2009
News from real economies point at a US / €-area divergence. G-4 GDP growth fell to 2.2% saar in Q4 and did not accelerate in early 2016. Yet, the US and China seem to be accelerating while €-area is ...
2016: Weakest year since 2009 - bear market, continued
The February Blue Book takes stock of disappointing data, although not as bad as equity markets may suggest, and looks at the consequences across economies and asset classes.
March 2016: new twist in monetary policies
When necessity obliges, central bankers review their plans. Back in December, markets were disappointed by the inertia of the ECB, despite weak data and even weaker inflation releases.
Short and long term challenges in a disunited world
Thoughts about mega trends and potential disruptions.
The Global Economy: trends, divergences and potential disruptions
Sluggish growth, high debt, low inflation and returns, many geo-political risks
US elections and beyond
« Trump election confirms politics is key to future macro economic and financial market developments. The first immediate impact has been a lift up in rates and re-pricing of risk, which we believe.. ...
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