Snapshot - Strategy & economics

Caspar Rock: Monday markets - the week ahead on 12 August

Investors will likely focus on political risks in a relatively quiet week for economic data.

12/08/2019

Caspar Rock

Caspar Rock

Chief Investment Officer

  • Eurozone GDP, out on Wednesday, is expected to show a slight contraction in activity. US retail sales figures on Thursday will provide insight into the health of the American consumer.
  • Italy’s government collapsed last week, triggering a selloff in both Italian equities and government bonds. There is likely to be another general election in the autumn.
  • Elsewhere, government bonds continue to rally, driven by concern over the escalation of the US-China trade war. 

This article is issued by Cazenove Capital which is part of the Schroder Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested. This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements. All data contained within this document is sourced from Cazenove Capital unless otherwise stated.

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