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domenica 30 aprile 2017

"Five big investment themes for the week ahead"

Via Reuters over the weekend, a broad view of 5 themese for the week ahead


  1. French presidential election next weekend

  2. Italy - Former prime minister Matteo Renzi looks set to regain the leadership of Italy"s ruling Democratic Party in a vote on Sunday, a move that could raise the chances of early elections.

  3. A big week for US policy & data (Inflation, FOMC, NFP ... and more)

  4. "Sell in May and go away"

  5. EM economies growth across is recovering




An interesting choice of the 5.

It didn"t even make the top 5 but I woulda put the RBA at #1. then again, I"m biased ;-)









"Five big investment themes for the week ahead"
"Five big investment themes for the week ahead"
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