Guillaume Tresca - Crédit Agricole


Last quote by Guillaume Tresca

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
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Jun 26 2017 Oil
Guillaume Tresca has most recently been quoted in an article called EMERGING MARKETS-Dollar weakness lends Turkish lira support, EM stocks rise. Guillaume Tresca said, “We are still quite concerned - we don't know what Trump will do, and it will be driven by Trump.”. Guillaume Tresca has been quoted a grand total of 10 times in 6 articles.
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