The next phase of China's growth

🕔23:08, 17.okt 2019

The next phase of China’s growth – J.P. Morgan Institutional Asset Management Skip Nav J.P.Morgan Home / Institutional Asset Management / Library / The next phase of China’s growth 2019 Overview              Executive Summary     

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US repo rate surge

US repo rate surge

🕔17:33, 17.okt 2019

What a scarcity of reserves means for US monetary policy Tensions in short-term funding markets in September suggest a fundamental scarcity of reserves. Federal Reserve (Fed) Chair Jerome Powell said the Fed would resume a balance sheet expansion soon –

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Aerial View Magazine: Deciphering a Repo Dislocation

Aerial View Magazine: Deciphering a Repo Dislocation

🕔16:33, 17.okt 2019

I f there is one thing that whips up Wall Street, it is any sort of bottleneck in ordinarily placid short-term money markets. So in September, when getting overnight loans in exchange for US Treasuries suddenly became expensive—much sooner in

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Five reasons to consider China as a standalone asset allocation

Five reasons to consider China as a standalone asset allocation

🕔15:50, 17.okt 2019

These include: size, diversity, and China’s unique macro, risk and development factors The accelerating integration of China into the world’s financial market will have a profound impact on how global investors allocate capital. While most agree that China is too

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CEE spreads will remain compressed

CEE spreads will remain compressed

🕔15:08, 17.okt 2019

Looking at the issuance performance so far this year, CEE countries have done a very good job. Several countries have already covered this year’s issuance plan and many others have also reached a high number. Slovakia seems to be lagging

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Talking Points – Weekly Highlights

Talking Points – Weekly Highlights

🕔13:59, 17.okt 2019

Broad market volatility spilled into the loan market this week, as the S&P/LSTA Leveraged Loan Index (the “Index”) lost -0.41% for the five business days ended Oct. 10, led lower by a 51 basis points reduction in the Index bid

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A sudden improvement on Brexit and US-China trade talks?

A sudden improvement on Brexit and US-China trade talks?

🕔12:54, 17.okt 2019

Positive developments can be reported about Brexit and the US-China conflict, two issues that have caused a lot of uncertainty during the last 12 months. In turn this uncertainty has caused a significant amount of damage to the global economy.

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3Q19 Earnings bulletin: Skating on thin ice

3Q19 Earnings bulletin: Skating on thin ice

🕔11:54, 17.okt 2019

The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and the health of the consumer. However, the past few weeks have seen a deceleration in the pace of employment growth

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Market Flash: After The Last Week’s Drop Stocks Rebounded

Market Flash: After The Last Week’s Drop Stocks Rebounded

🕔10:41, 17.okt 2019

Equity markets rebounded this week while bonds experienced a correction. Investors continue to attempt to gauge the reality of the deterioration in global manufacturing activity and the impact of the countermeasures in the form of monetary and fiscal support. Short-term

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Slowing Corporate Profit Growth And Equity Markets

Slowing Corporate Profit Growth And Equity Markets

🕔09:45, 17.okt 2019

For some time now, our relatively downbeat outlook for corporate earnings has been a key driver of our cautious stance on risk assets and equities. Our outlook reflects our macroeconomic view, which sees a world where global growth is running

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Weekly Economic Commentary

Weekly Economic Commentary

🕔08:39, 17.okt 2019

The fourth-quarter holiday seasons have expanded to unacceptable lengths. I noticed Halloween candy for sale in August, Thanksgiving cards out in September, and Christmas decorations on the shelves…virtually year-round. I realize the commercial aspects of these occasions have taken on

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Japanese equities: still in the doldrums

Japanese equities: still in the doldrums

🕔07:34, 17.okt 2019

Ben explains why we maintain our underweight on Japanese equities despite their recent rally. Japanese equities have been the star performer since September – rising more dramatically than their global peers in a response to a perceived thaw in U.S.-China

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Below the waterline.

Below the waterline.

🕔07:32, 17.okt 2019 Lees het volledige artikel

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