Market commentaries
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 ...
Read more09 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.
Read more05 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 ...
Read more28 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.
Read more27 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.
Read more20 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.
Read more31 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
Read more16 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.
Read more16 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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