ECB agrees on targeted measures

ECB agrees on targeted measures

🕔15:35, 18.Mar 2020

ECB Council Meeting he meeting of the Governing Council brought some measures that had been expected, but also some that came as a surprise. The surprise was on the interest side. Not only did the central bank leave all key

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Waiting it out…

🕔15:22, 18.Mar 2020

The volatility across markets has created considerable anxiety amongst investors trying to gauge the effectiveness of the healthcare response + the monetary response + the fiscal response. Given how varied the responses are by region and country, this may be

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The Viral Demand Shock Goes Global

The Viral Demand Shock Goes Global

🕔14:30, 18.Mar 2020

The 2002-2003 SARS outbreak framework that most, including ourselves, were drawing upon to anticipate the trajectory of the COVID-19 coronavirus outbreak requires an adjustment following the failure of authorities to contain the contagion to the Asian continent. While an extended

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Beurzen fors lager door coronavirus (update)

Beurzen fors lager door coronavirus (update)

🕔14:11, 18.Mar 2020

Vlucht naar ‘veilige’ beleggingen zoals staatsobligaties De beurzen beleven de meest wisselvallige periode sinds de financiële crisis van 2008. De wereldindex staat dit jaar op een verlies van ongeveer 23% (MSCI All Country World Index, net return in EUR). Oorzaak

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Stock Market Indices in Free Fall

Stock Market Indices in Free Fall

🕔13:06, 18.Mar 2020

Market Flash What a week! After Saudi Arabia’s surprise decision to massively increase oil supply despite a collapse in demand, Donald Trump decided quite simply to cut off the US from most of Europe. Fortunately, the FED, the BoE, the

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ECB meeting: now, fiscal policy has to play its part

ECB meeting: now, fiscal policy has to play its part

🕔11:57, 18.Mar 2020

Investment Talks ECB action: At its meeting on 12 March, the ECB disappointed market expectations by not cutting rates in the wake of the coronavirus spread. The bank delivered additional unconventional monetary easing thorough a temporary boost to its QE

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ECB standard package on a historical day

ECB standard package on a historical day

🕔10:56, 18.Mar 2020

CIO | View  Amid severe market collapses, dramatic corona measures and energetic central banks in the UK and United States, the ECB package was somewhat underwhelming.  Even on a "normal" trading day in times of the coronavirus crisis, the package

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Debating Zero Rates

Debating Zero Rates

🕔09:52, 18.Mar 2020

As the global economy grapples with the fallout from the coronavirus, markets are weighing the efficacy of emergency fed liquidity and expectations that the central bank will use its full range of tools. “The Fed’s goal in taking this action…

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The economics of lockdowns

The economics of lockdowns

🕔08:51, 18.Mar 2020

“Lockdowns” are becoming the norm when dealing with covid-19. They will trigger steep – if hopefully transitory – contractions in GDP. Business cash reserves are scarce in the US, but everywhere credit will need to flow to avoid second-round effects

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USD Fixed Income looks attractive from a carry perspective

USD Fixed Income looks attractive from a carry perspective

🕔07:44, 18.Mar 2020

Update: Yield-Duration Heatmap – 09/03/20 vs. 02/03/20

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US: Covid-19 & Oil Wars Warrant Decisive Action

US: Covid-19 & Oil Wars Warrant Decisive Action

🕔06:37, 18.Mar 2020

Investment Talks US: Covid-19 & Oil Wars Warrant Decisive Action – Fed moves to ease financial stress Uncertainty surrounding the magnitude and duration of the global health crisis is driving volatility and testing liquidity across the world’s financial markets. In addition

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New #blogpost: Week 14 - Top Five #BestRead #Research on
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@EdeRothschild @UBP_Group
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@TRowePrice #coronavirus #fiscalpolicy #risk #bearmarket #recession

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Best read article on @Opinio_Pro, Thursday 2 April, was from @TRowePrice "Recession 2020—
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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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