Webcast 023 | Volatility on the rise? | 31st October 2014

Why Autumn and Winter look exciting | Delta Economics’ models all show a drop in trade towards the end of 2014 and into Q1 2015. While this may be caused by cyclical factors in the first instance, the fragility of the recovery is becoming evident and October was a month in which volatility re-appeared. We are forecasting that our trade corridor index correlated against sentiment indicators such as the PMIs will drop successively over the next three months, and while geo-political tensions, risks in Europe and the prospects for disinflation continue, fireworks during the global festive season cannot be ruled out.

 

 

Webcast 023 Author  |  Rebecca Harding  |  CEO