Guillaume Tresca - Crédit Agricole

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Last quote by Guillaume Tresca

It is unusual because we are not seeing a sell-off across G10 markets, bond markets are stable, equity markets are stable. It is a pure emerging markets sell-off and that is surprising.feedback
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Jul 05 2017
Guillaume Tresca has most recently been quoted in an article called EMERGING MARKETS-Emerging assets lifted by weak dollar, firmer oil. Guillaume Tresca said, “People are still happy to buy EM assets and high yielders. We have well digested the Fed. Maybe there could be a question about inflation this week - we expect a decline in both Europe and the United States. We are trying to find a trigger for a sell off – such as bad inflation, the ECB, political risk - but all these factors are okay for now. In the very short-term we are still positive on the rand, due to the carry. But we see a long-term depreciation due to the high political risk. The central bank has always been a positive factor for ratings agencies and investors.”. Guillaume Tresca has been quoted a grand total of 11 times in 7 articles.
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