What a monetary policy shift means for our bond views

BlackRock
Door juni 24, 2019 17:30

What a monetary policy shift means for our bond views

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The European Central Bank and Federal Reserve have shifted toward more dovish stances. Scott examines the implications for our bond views.

A clear message from European Central Bank (ECB) President Mario Draghi last week kicked off a dovish shift by major central banks–from patience to inching toward more stimulus. We see the ECB and the Federal Reserve likely to ease soon. Yet while market expectations for ECB easing appear reasonable, expectations for the Fed seem excessive. We believe government bonds still are key stabilizers in strategic portfolios amid rising macro uncertainty, but we are turning cautious on long-term U.S. Treasuries in the short run.

Major central banks are turning more dovish to address inflation shortfalls and extend the expansion. In a speech, the ECB’s Draghi said rate cuts and other options were on the table to support the eurozone unless growth and inflation pick up soon. Asset prices immediately

BlackRock
Door juni 24, 2019 17:30

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