Dovishness Reverberates Globally

JP Morgan
Door april 15, 2019 11:02

Dovishness Reverberates Globally

Multi-Asset Solutions Weekly Strategy Report

The dovish shift from the Federal Reserve earlier this year has reverberated throughout the world, reflected not only in financial market performance but also in the stances of other central banks. What looked, at this time in 2018, like a global tightening cycle— albeit a slow-moving and multi-speed one—now appears to be a situation of stasis, with a modest tilt toward easing. We expect this to persist at least for the next several months, although we do not project significant rate cuts. These tame monetary policy forecasts contribute to our neutral stance on duration, despite the recent rally in government bond yields.

JP Morgan
Door april 15, 2019 11:02

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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

Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL

Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest

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