Eye on the Market: Berning Man

🕔17:01, 4.Mar 2020

An update on the Democratic Primary: Confounding almost every forecast we saw last week, Senator Biden appears to have emerged from Super Tuesday with a sizeable delegate lead. Why might the night have turned out so differently from what was

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Financial Integration and Structure in the Euro Area

Financial Integration and Structure in the Euro Area

🕔15:42, 4.Mar 2020

Preface: As part of its efforts to streamline and focus its publications, the ECB has decided to combine the previous report on “Financial integration in Europe” (last published in May 2018) 1 and the previous “Report on financial structures” (last

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A Justified Correction: Opportunities Exist, but Risks remain

A Justified Correction: Opportunities Exist, but Risks remain

🕔14:38, 4.Mar 2020

For the last several months, we have been tactically cautious on equities; especially non-financial value stocks. We were surprised by the speed of the S&P 500's rally to a record high of 3386 on February 19. Our primary concern was

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Central banks at crossroads

Central banks at crossroads

🕔13:34, 4.Mar 2020

Special Report | CEE | Economy Inflation on rise in CEE, central banks get vigilant Inflation rates in CEE are currently among the highest in Europe. The series of upside surprises began in December 2019 and January repeated the pattern. Inflation

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COVID-19: Assessing the economic impact

COVID-19: Assessing the economic impact

🕔12:29, 4.Mar 2020

Upcoming data on the spreading of epidemic and on recent economic developments indicate that Covid-19 will deal a blow to global growth, but we believe that the shock will be temporary.  What’s new? As we wrote a couple of days

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Economic data for January not hit by coronavirus, yet.

Economic data for January not hit by coronavirus, yet.

🕔12:09, 4.Mar 2020

CEE Market Insights  Economic data for January not hit by coronavirus, yet. Polish MPC to debate the rates.  The week begins with release of Serbian 4QGDP and we expect to see the strongest performance since 2008. Further, industrial output and

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New #blogpost: Week 14 - Top Five #BestRead #Research on
@Opinio_Pro -> https://opiniopro.com/2020/04/beheerder/week-14-top-five-best-read-research-on-opiniopro/
@EdeRothschild @UBP_Group
@BNPPAM_NL @NuveenInv
@TRowePrice #coronavirus #fiscalpolicy #risk #bearmarket #recession

Recession 2020— Deep but Short -> https://opiniopro.com/2020/04/t-rowe-price/recession-2020-deep-but-short/ #CoronaCrisis #Covid_19 #Recession2020 #fiscalpolicy via
@TRowePrice

We Can’t Go Home Again -> https://opiniopro.com/2020/04/pine-bridge/we-cant-go-home-again/ #CoronaVirusUpdate #Covid_19 #equity #fixedincome #EmergingMarkets via
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Best read article on @Opinio_Pro, Thursday 2 April, was from @TRowePrice "Recession 2020—
Deep but Short" -> https://www.opiniopro.com/2020/04/t-rowe-price/recession-2020-deep-but-short/ #recession #coronavirus

Keep a cautious stance on risk assets, try to improve liquidity management and hedge some credit risk -> https://opiniopro.com/2020/04/amundi/keep-a-cautious-stance-on-risk-assets-try-to-improve-liquidity-management-and-hedge-some-credit-risk/ #assetallocation #equities #fixedincome #Commodities #Currencies #liquidity #Risks via
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