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null Economic & Market Update: Are Markets and Macro Data Not Aligned?

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Economic & Market Update: Are Markets and Macro Data Not Aligned?
08 Mar 2019
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Clock 75 mins.
CATEGORIES: AER Premium Spain Global US Europe China Rest of the World UK Macro Global
ANALYSTS:
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Ignacio de la Torre
In this chartbook, we address hot topics such as the divergence between macro and microeconomic fundamentals and recent market movements, the impact of ageing population on economic growth and the risk of recession in the US. We also explain the Eurozone economy’s relative improvement, due in part to the measures recently announced by the ECB, which may have an impact on the euro against the dollar in the second half of the year. Moreover, we ponder on the situation of Brexit, a few days away from important decisions, on Spain’s growth and on China’s crossroads, a country which is posting the worst growth figures in the last 30 years.

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