View all WisdomTree insights in the Short & Leverage category.
OPEC supply cuts are reducing glutted oil inventories and boosting oil prices, preserving backwardation in oil futures. Tighter expected supply conditions in 2018 are likely to ensure oil prices...
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The upcoming Italian election, scheduled for 4 March 2018, has the potential to revive a risky environment for Italy government bonds, BTPs. Whilst not entirely reminiscent of the 2016 referendum,...
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In articulating its exit-plan from the QE programme in October, the ECB delivered a clear message: the eurozone economic recovery is self-sustaining and no longer in need of exceptionally loose...
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The European political uncertainty and risks posed to financial markets are—for now—over. A Liberals-led mainstream coalition in The Netherlands firmly aligned with Germany’s EU agenda and a...
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Equity markets, as represented by MSCI Europe and the Euro STOXX 50, have generally followed positive trends reaching multi-year highs in the middle of May this year. At the same time investors have...
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Fixed income has been at the heart of European investor portfolios for many years with average allocations in 2016 standing at 51%. Even in an environment of low or negative yielding domestic...
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The Italian banking industry is experiencing a profound transformation. The sector’s restructuring efforts through recapitalisations, cost cutting and M&A have strengthened balance sheets and we...
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Structural weakness in Sterling underpins pressures on economy and gilts Expectations of a hard Brexit that triggered a marked devaluation of Sterling last year have effectively reversed since a now...
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Elections risks and vulnerable banks to pressure the Euro Italy’s failure to pass a new electoral law last year means it must now hold elections during a period when the 2018 budget must be approved....
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A pro-growth and pro-EU reform agenda is a window of opportunity to reinvigorate economic momentum Macron’s labour market reforms appear difficult to enact in the face of historic stiff opposition...
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Sentiment in Eurozone risk assets has improved. Macron’s pro-EU and pro-growth reform agenda and EU regulators’ swift intervention to deal with weak lenders and bad loans are a major driving force to...
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The recent OPEC meeting revealed no new news with respect to production cuts or the ability of OPEC to stabilise the oil price. Whilst there was a commitment for a longer period of production...
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