Changing of the Guard

AXA
Door juli 5, 2019 17:21

Changing of the Guard

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Key points: What the Street is Saying: the limits to ECB action Global cycle: Watching shoes dropping ECB: What does continuity really mean? Fed: Look who’s knocking at the door What the Street is saying: Italian truce Global cycle: watching shoes dropping

Although the G20 meeting brought a much-expected truce between China and the US, the lack of resolution on trade leaves us on the grumpy side, while the data flow continues to hesitate between mediocre and plain bad.

In the Euro area as an aggregate, the PMIs seem to have stabilised just slightly above the flotation line, but the cross-country details are worrying. Spain so far had defied gravity and maintained a very healthy growth rate. The sharp fall of the manufacturing PMI for June into contraction territory released this week may mark the end of the country’s impressive resilience (Exhibit 1), even if we remain cautious since specifically

AXA
Door juli 5, 2019 17:21

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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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