macro view – BSIC | Bocconi Students Investment Club

The UK Macro Fundamentals: The devil hides in the details?

The latest weeks have been full of news for the UK economy. Some of the news, like the dovish stance of the Bank of England, were on average expected by the financial markets, whereas others, such as the latest inflation figure of 1.2% for September, were not expected. Actually, the Read more…

By BSIC, 10 years15 November 2014 ago

Currencies Equity Indices Fixed Income Macroeconomic Views Markets Old Articles

BSIC Markets Division Macro View: 16|11|13

Two main issues dominated the week, the Yellen speech in front of the senate and the BoE inflation report. Ms. Yellen’s tone was strongly dovish and we understand why. The US economy is not ready for a December tapering. Inflation is declining from 2% in July to 1.2% now and Read more…

By BSIC, 11 years16 November 2013 ago