Opportunities in adversity

Opportunities in adversity

🕔12:48, 20.Sep 2019

When contemplating what the final months of 2019 might have in store, we are probably similar to many other investors in feeling somewhat apprehensive, given the challenges we face: trade tensions, slowing growth, policy uncertainty and, of course, Brexit. Looking

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Higher yields, inflation and energy prices

Higher yields, inflation and energy prices

🕔11:43, 20.Sep 2019

Macro / government bonds Core bond yields were meaningfully higher and yield curves steeper last week in the face of better economic data and higher inflation in the US and some more conciliatory action between the US and China with

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Bank of Japan wary of deeper negative interest rates

Bank of Japan wary of deeper negative interest rates

🕔10:38, 20.Sep 2019

An overview of the challenges faced by the BoJ since 2013 The Bank of Japan (BoJ) will hold its monetary policy meeting on 19 September, with rising expectations that it will join the Federal Reserve (Fed) and European Central Banks

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Hopes Hang on Healthy Consumers

Hopes Hang on Healthy Consumers

🕔09:34, 20.Sep 2019

Global equity markets declined over August, as trade tensions between the United States and China escalated. Throughout the month it became increasingly clear that neither side was willing to budge on its position and tariffs planned for September would indeed

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Why as an investor I’m looking through Brexit fears

Why as an investor I’m looking through Brexit fears

🕔08:30, 20.Sep 2019

Following the twists and turns in Westminster of the past few weeks I expect many more market participants will simply place UK equities in the “too difficult” basket. Anecdotal stories of overseas investors selling their last UK stocks could start

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Markets sceptical about new ECB stimulus package

Markets sceptical about new ECB stimulus package

🕔08:09, 20.Sep 2019

The European Central Bank (ECB) meeting on 12 September 2019 was highly eventful, with extremely volatile rate markets resulting from it. ECB president Mario Draghi delivered a monetary stimulus package that exceeded market expectations, despite not being at the higher

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Munis hit turbulence in a flight to safety -> https://opiniopro.com/2020/04/blackrock/munis-hit-turbulence-in-a-flight-to-safety/ #cash #coronavirus #FixedIncome #lending #municipalbond #COVID19 via
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Fixed Income Market Update -> https://opiniopro.com/2020/04/voya/fixed-income-market-update-4/ #fixedincome #highyield #EMD via #Voya

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