11 May 2017

AXA IM's Aidan Yao discusses shadow banking reforms in China

Market commentary

Aidan Yao, Senior Emerging Asia Economist at AXA Investment Managers (AXA IM), discusses shadow banking reforms implemented by People’s Bank of China (PBoC) and the key issues related to these in deta ...

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09 May 2017

French Election - Macron wins: AXA Investment Managers' analysis

Market commentary

Emmanuel Macron has been elected as France’s next president following a decisive win over far-right candidate Marine Le Pen.

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05 May 2017

US payrolls add to Fed determination, despite softer pay

Market commentary

David Page, Senior Economist at AXA Investment Managers (AXA IM), discusses the US payrolls data concluding that this should add to the Federal Reserve’s (Fed) fears of an undershoot of the longer-ter ...

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28 April 2017

UK reaction: Q1 GDP growth slows on retail drop and additional unwinds

Market commentary

David Page, Senior Economist at AXA Investment Managers (AXA IM) comments on today’s GDP figures.

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27 April 2017

US Reaction: Tax reform plan/intent

Market commentary

David Page, Senior Economist at AXA Investment Managers (AXA IM), discusses the initial market reaction to the tax reform plan announced by the US Administration yesterday.

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20 April 2017

UK reaction: PM May calls for an early election on 8 June, Parliament to vote tomorrow

Market commentary

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on Theresa May’s announcement of an early general election.

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31 March 2017

UK reaction: Sterling narrows current account shortfall

Market commentary

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on today’s UK growth figures for Q4

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16 March 2017

UK reaction: MPC unchanged, but Forbes not the only doubter

Market commentary

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on today’s Monetary Policy Committee (MPC) meeting.

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16 March 2017

US Reaction: FOMC raises FFR by 0.25% as expected with little other change

Market commentary

David Page, Senior Economist at AXA Investment Managers (AXA IM), comments on the Federal Open Market Committee (FOMC) decision.

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