GIAM Macro & Market Research – Market Commentary

OpinioPro Selection
Door juni 26, 2019 15:00

GIAM Macro & Market Research – Market Commentary

Market Commentary

– At its June 19-20 meeting, the Bank of Japan (BoJ) policy board left its monetary policy unchanged. It also gave no obvious hint that it would follow the much more dovish Fed or ECB soon.

– However, given that we now expect two key rate cuts by the Fed this year, the BoJ could also be forced into action. We now see it as slightly more likely than not that the BoJ cuts its short term policy rate by 20 bps. 

OpinioPro Selection
Door juni 26, 2019 15:00

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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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