A COVID-driven spike in claims

A COVID-driven spike in claims

🕔20:41, 26.Mar 2020

This morning, initial claims for unemployment insurance surged to the highest level ever. Initial claims came in at 3,283,000, spiking from a slightly revised 282,000 last week. They also exceeded the prior peak of 695,000 reached in October 1982, and

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The COVID-19 Relief Bill-Holding the Economy in Suspended Animation

🕔17:09, 26.Mar 2020

In the early hours of this morning, the U.S. Senate passed a 2.2 trillion USD stimulus bill to combat the devastating impact of COVID-19 and social distancing on the U.S. economy. These measures cannot prevent the economy from falling into

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Commodity-Market Turmoil

Commodity-Market Turmoil

🕔12:42, 26.Mar 2020

The gold price has been falling but a supportive rates environment and safe-haven demand brighten our outlook. The Saudi-Russian oil-price war broke out at the worst possible time. Any further negotiations are likely to involve a new kid on the

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We lower our GDP forecast for 2020 to -3.5%

We lower our GDP forecast for 2020 to -3.5%

🕔10:34, 26.Mar 2020

Corona-Virus weighs on Eurozone economy All countries in the Eurozone have gradually begun to impose significant restrictions on public life from mid-March onwards in order to stem the spread of the coronavirus. We are therefore lowering our GDP forecast for

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No Time To Sell Risky Assets

No Time To Sell Risky Assets

🕔09:29, 26.Mar 2020

The COVID-19 pandemic has tragically already claimed the lives of over 10 000 people. Many more will die in the coming weeks. Governments have been obliged to take extreme social distancing measures to combat the virus, effectively putting society on

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It’s Time to Start Thinking About the Postcrisis World

It’s Time to Start Thinking About the Postcrisis World

🕔09:09, 26.Mar 2020

Although financial markets are still reeling from the coronavirus crisis, it is not too early for investors to consider the longer‑term investment implications. We believe investors should consider potential near‑term costs of the crisis and focus on the economic and

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SARS Is Not a Model for Coronavirus

SARS Is Not a Model for Coronavirus

🕔08:07, 26.Mar 2020

 Drawing parallels between the two outbreaks is tempting but risky.  The potential impact of the COVID‑19 virus on the Chinese economy has been compared with that of the SARS virus in 2003. However, there were external factors weighing on the

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How Large Cap Stock Investors Can Adapt to a Slowing Economy

How Large Cap Stock Investors Can Adapt to a Slowing Economy

🕔06:57, 26.Mar 2020

Insights on US Equities How Large‑Cap Stock Investors Can Adapt to a Slowing Economy  While caution is warranted, cyclical opportunities exist.  Q. How is the U.S. economic slowdown affecting large‑cap stocks? Joe Fath: I think the U.S. economy is showing

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Twitter

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
@Amundi_ENG

The phase has changed; we are now in a new cycle, which will have its own unique characteristics -> https://opiniopro.com/2020/04/jp-morgan/insights-and-implications-from-the-multi-asset-solutions-strategy-summit-2q-2020/ #asetallocation #equities #fixedincome #RealEstate #Commodities #Recession2020 #inflation via
@jpmorgan

@JPMorganAM

COVID-19 impact on the Netherlands -> https://opiniopro.com/2020/04/abn-amro/covid-19-impact-on-the-netherlands/ #coronavirus #COVIDー19 #Recession2020 #inflation #GDP
@ABNAMROeconomen

@ABNAMRO

As the dust settles, convertible bonds look extremely attractive -> https://opiniopro.com/2020/04/gam/as-the-dust-settles-convertible-bonds-look-extremely-attractive/ #convertiblebonds #coronavirus #FixedIncome via #GAM

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