Multi-asset investments views – July 2019 – Will the Fed lose patience?

AXA
Door juni 24, 2019 15:10

Multi-asset investments views – July 2019 – Will the Fed lose patience?

Lees het volledige artikel

Not for Retail distribution: this document is intended exclusively for Professional, Institutional, Qualified or Wholesale Investors / Clients, as defined by applicable local laws and regulation. Circulation must be restricted accordingly

Our views

US monetary policy outlook appears increasingly  dependent on the medium-term outlook for US trade policy. We still expect negotiations to resume between the US and China after a meeting between their Presidents at the G20 summit on the 28-29th of June, despite recent hawkish rhetoric. However, the US is likely to continue to provoke further trade tensions over the coming 18 months with China, Europe and beyond, as part of the Trump’s political strategy. Given this uncertainty, it is not surprising that the Fed is providing no suggestion of an immediate cut ahead of its June meeting. Rather, Fed speakers and Fed Chair Jerome Powell stated that the Fed was monitoring trade developments very closely and

 

AXA
Door juni 24, 2019 15:10

Zoek

Asset Allocation Consensus September

Twitter

The integration of #ESG criteria often has a greater impact for emerging countries. Find out why in an interview with our expert #Karine_Jesiolowski (via @allnews_ch).

Low interest rates drive housing market -> https://t.co/XjhuRim2P7 #Interest #mortgages via @ABNAMROeconomen

Load More...

Zoek op datum

juni 2019
M D W D V Z Z
« mei   jul »
 12
3456789
10111213141516
17181920212223
24252627282930