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?

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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

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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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