Our midyear outlook debates

BlackRock
Door juni 18, 2019 13:03

Our midyear outlook debates

Weekly Commentary

1. The firm’s senior decision makers intensely debated the midyear market outlook last week in London. We share the gist of our debates.

2. Market expectations for Fed rate cuts in 2019 rose further last week and the 10-year Treasury yield hit lows near 2% as geopolitical tensions rose. 

3. The Fed may use next week’s meeting to manage down market expectations for a series of interest rate cuts this year and next.

 

BlackRock
Door juni 18, 2019 13:03

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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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