Foreignexchange Outlook

OpinioPro Selection
Door september 7, 2018 19:02

Foreignexchange Outlook

For Third Quarter 2018

The third quarter begins with clarified monetary policy outlooks for the US, EMU, and Japan. At the end of Q2, the Federal Reserve signaled it would likely raise rates in September and December. The unwinding of the balance sheet, though, continues at a rapid pace. In Q3, the Fed will not reinvest the proceeds of the $40 bln of maturing bonds a month, reaching a terminal velocity of $50 bln a month in Q4. The ECB will continue to buy $30 bln euros a month of mostly sovereign bonds through Q3. It will slow the purchases to $15 bln a month in Q4. It does not anticipate a rate hike for at least another year. The Bank of Japan is slowly reducing the amount of bonds it is buying, but no one is confusing it with tapering. It successfully managed to keep Japanese yields largely immune to the rise and volatility in yields abroad.

OpinioPro Selection
Door september 7, 2018 19:02

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Asset Allocation Consensus September

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Deze week in "Multi-Asset Solutions Weekly Strategy Report" van @JPMorganAM een helder plaatje dat #EmergingMarketDebt toch wel heel mooi in een multi-asset portfolio past. Maar het is ook een beetje #confirmationbias 😀-> https://t.co/7b6yAG8Wv4 #assetallocation via
@Opinio_Pro

In Emerging Markets, Does It Pay to Worry About ESG Factors? ->https://t.co/Hca0PmObIB #emergingmarkets #equity #esg via @TRowePrice

Cyber Monday: 4 reasons online sales are surging -> https://t.co/8pxHju7Ins #technology #cyber #BlackFriday via @AXAIM

Lower credit risk observed in sectors that are positively aligned with the SDGs -> https://t.co/fMx3Xawo2A #fixedincome #Credit #SDGs #ESG #SRI via @Robeco @Robeco_Prof_NL

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