Our convictions change over time, thank you to verify that your preferences always match your expectations.

Pins are saved using cookies. Deleting them from your browser will delete your preferences.

delete all my pins


Chinese imports are not decrasing anymore, a 18-month first

13 June 2016

Brexit remained the main focus after the weak job report in the US last week. Global safe haven yield drifted strongly lower this week as risk aversion kept markets under pressure. Two weeks ahead the referendum, markets have moved, repricing higher Brexit risk. Volatility is spiking and mistake opportunities are currently everywhere.

On the data front this week:

  • Fed Chair Yellen’s speech was dovish as she omitted the words "in the coming months"
  • In China, macro data released are more positive. Trade figures look better as China’s imports increased and exports stabilized

Next week a flurry of economic data will be released (housing sector, inflation…) and central banks meeting will be a focus with the Fed and Bank of Japan meetings. This FOMC will be key. A June hike is clearly off the table but the statement and the press conference could be less dovish than expected. 

La Française’s Essentiel Markets brings you an insightful analysis of the latest financial news by François Rimeu, Head of Total Return at La Française Asset Management.

La Française Group provides access to the expertise of a number of asset management companies around the world. To provide you with the most relevant information, we have developed an interface to present the full range of products available for your investor profile and country of residence.

Present yourself


Your country of residence

Your language

Your profile

When navigating on our website, you agree to this policy and consent to our use of cookies in accordance with the terms of this policy. Find out more.