CEE Market Insights Fixed Income and Foreign Exchange

Erste Group
Door augustus 13, 2019 09:50

CEE Market Insights Fixed Income and Foreign Exchange

The moment of truth could come this week, as 2Q19 GDP releases could indicate how much the German manufacturing slowdown plagued CEE growth. This could easily have implications for regional currencies and rates, too. Last week’s positive performance of the HUF (vs. the CZK and PLN) could likely be due to the fact that investors believe that monetary policy could become more dovish in the latter two countries, while the MNB in Hungary was already the most dovish among its peers. The CZK and PLN could remain weak in the absence of reassuring news regarding global trade disputes, while the HUF is also unlikely to appreciate further in this case. 

Erste Group
Door augustus 13, 2019 09:50

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Asset Allocation Consensus September

Evenementen

  1. InsingerGilissen – ‘duurzaam beleggen is de nieuwe norm’

    december 10 @ 08:30 - 11:30
  2. IPF – Besturen en beleggen in 2020

    december 12 @ 10:00 - 16:00
  3. CFA – Macro-economic forecast for 2020

    december 12 @ 15:30 - 19:00
  4. JP Morgan – 2020: A make or break year?

    december 12 @ 17:30 - 21:30
  5. Asset Management Kerstborrel

    december 17 @ 17:30 - 22:00

Twitter

Our conference #UBPInvestmentOutlook had a full house in London last week! Our experts shared their 2020 outlook for the global economy and more specifically for the UK. Thank you all for coming!

Zal zijn laatste woorden aan mij nooit vergeten. Over woorden gesproken: toen ik Volcker de eerste keer ontmoette, was zijn eerste vraag:"Hoe is het met Andre Szász?" Ik had 15 minuten met hem. Het werd 1,5 uur! Er was een klik. RIP

De Asset Allocatie Awards komen er weer aan! Nominaties komen deze week, winnaars op 4 februari 2020... Hier een sfeer inpressie van vorig jaar -> https://t.co/c36HWpyGVx

Obligaties uit frontier markets keren nog wel hoge coupons uit en de default-kans is verrassend laag. "Er moet veel gebeuren om negatief te eindigen," zegt Thomas Christiansen van @UBP_Group @IEXProfs https://t.co/gDP9nspIJw

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