Where do macro traders think usd is going?

Lyxor
Door mei 18, 2018 06:09

Where do macro traders think usd is going?

The Weekly Brief

Risk appetite returned this week. The wage growth and inflation numbers released in the U.S. were strong enough to suggest continued growth, but they were disappointing enough to ease fear of an even more aggressive monetary normalization. Rates were marginally up. Cyclical outperformed the defensive sectors. Oil prices continued to appreciate along with escalation risk in Middle East. EM markets enjoyed a respite. Hedge fund returns were also positive, led by CTAs (on their long energy and bond positions) and by Merger funds, which benefitted from a rapid spread tightening across most large deals.

Lyxor
Door mei 18, 2018 06:09

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Asset Allocation Consensus Juli

Evenementen

  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00

Twitter

As the integration of #ESG factors into #investment decision-making becomes increasingly mainstream, Hamish Galpin explains why over-reliance on ESG ratings can paint a misleading picture of the small-cap #market
https://t.co/Zn0tHeVhAM

🚀 Fund launch 🚀
Muzinich hands A-rated manager new short duration investment grade fund
➡️ https://t.co/68LjM7a5dc
✏️ @chris_sloley

Inflation Signals Holding Up via @JHIAdvisorsUS -> https://t.co/FLKUEOfFV4 "Impact of Tail Risk Signals on Hypothetical Asset Allocation" #assetallocation #CPI

Invesco Global Fixed Income Study 2019 | Page 16: Potential next trigger for recession -> https://t.co/n5gZ8V35J4 … #FixedIncome

#Blackrock writes: "We are downgrading our #global growth outlook as trade disputes and broader #geopolitical tensions stoke greater macro uncertainty. The range of potential economic..." Read the whole #outlook here: https://t.co/KgO1qLRRHg

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