Central Banks on hold in 2020

Central Banks on hold in 2020

🕔15:48, 21.Jan 2020

Central Bank Monitor​ As of October 30, 2019, the Fed lowered its key rate for the third time in the year. The Fed signaled that it plans no further cuts unless it sees a “material deterioration” in the economic outlook.

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Stabilization amid heightened uncertainties

Stabilization amid heightened uncertainties

🕔14:45, 21.Jan 2020

Allocation views – Perspective from Franklin Templeton Multi Asset Solutions The new year started with a bout of volatility, driven by tensions in the Middle East. US forces assassinated General Qassem Soleimani, leader of Iran’s Revolutionary Guard Corps, which grabbed headlines and

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Global economy to take a breather in 2020

Global economy to take a breather in 2020

🕔13:40, 21.Jan 2020

Interest Rate Outlook Eurozone, USA We enter 2020 with optimism. The political upheavals that defined 2019 should diminish. Although none of the issues have been resolved, they should exert no pressure on the markets for the better part of the

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The Aristotle List: 10 improbable but possible outcomes for 2020

The Aristotle List: 10 improbable but possible outcomes for 2020

🕔12:39, 21.Jan 2020

Uncommon truths It is time to forget central scenarios and think about improbable but possible outcomes. Despite current geopolitical tensions, our surprises display a sense of hope (these hypothetical predictions are our views of what may happen even if they

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Flexibility does not come for free

Flexibility does not come for free

🕔11:30, 21.Jan 2020

Insight An EU-UK free trade agreement will result in new barriers to trade and border friction even if the UK chooses to unilaterally align itself with EU rules and regulations. Prime Minister Boris Johnson has said that the UK will “not

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Poland to have complete set of 4Q19 data

Poland to have complete set of 4Q19 data

🕔10:26, 21.Jan 2020

This week in CEE The CEE calendar is pretty empty of macro releases apart from Poland. There, we begin with data on the labor market, in particular employment and wage growth in December. Labor market conditions have been tight and not much

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Low Economic Volatility May Continue Supporting Credit

Low Economic Volatility May Continue Supporting Credit

🕔07:56, 21.Jan 2020

Weekly view from the desk Although some regarded last week’s U.S. non-farm payroll report as disappointing, we regarded it as a solid indicator of what the U.S. economy needs to maintain its trend-like growth. Last year’s monthly payroll average of

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Yearly Performance Review 2019

Yearly Performance Review 2019

🕔06:55, 21.Jan 2020

In 2019, RPM portfolios again delivered mixed results in a difficult market environment with little exploitable time series momentum (TSMOM) outside of fixed income markets. After an initial sell-off, the year was characterized by a major bond rally on the

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