Now that Emmanuel Macron has clinched the French presidency, questions are being asked about what's the next major driver for global investors. Stephen is keeping an eye on monetary policies from developed economies, the China growth strategy, and commodity prices.

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: 

Tags:  Emmanuel Macron,  Marine Le Pen,  french presidential elections,  monetary policy,  Fed,  ECB,  China,  deleveraging,  OPEC,  oil prices,  economic slowdown,  dollar bulls