November 2018 Chartbook

  • Macro Drivers. Growth momentum is slowing, even in the US
  • Multi Asset. Volatility has picked up in 2018, but it remains well below average
  • Fixed Income. The QE era is over, real yields set to adjust higher
  • Currencies. USD tends to rally in November; GBP upside risks and CNY downside risks
  • Equities. Selloff triggered by sector rebalancing, exacerbated by disappointing forward guidance
  • Commodities. Supply dominance causes crude price to retreat as sanction fear fades

Economics

Politics

VIDEO

Video

View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with zdl@tslombard.com

READ MORE
TRACK RECORD

Track Record

We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

READ MORE
PRESS

Press

To request an interview with a member of our team, please get in touch zdl@tslombard.com .

READ MORE

Menu

Client Login


Don't have an account? CREATE YOUR ACCOUNT
READ MEET TALK