Q2 2021 bank earnings have beaten market expectations

Q2 2021 bank earnings have beaten market expectations

🕔16:16, 9.Sep 2021

Flash Update: Q2 2021 proved to be another good quarter for banks, beating market expectations once again. These beats were generally driven by better revenues in capital market divisions, especially equity trading and M&A, whilst loan loss provisions continued to

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Really low real yields.

Really low real yields.

🕔14:52, 9.Sep 2021

In Credit  AUGUST 2021 As we start a new month, we can reflect on another better week and month for core government bonds. US yields fell by around 25bps in July. The fall was led by declining real yields, which

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Visie op asset allocatie

Visie op asset allocatie

🕔13:39, 9.Sep 2021

Fed bereidt de markten voor op afbouw opkoopprogramma ‒ Chinese groeivertraging en corona treffen opkomende economieën ‒ Sterke winstgroei steunt aandelenrally ‒ Winst nemen op vastgoed, obligaties opkomende markten naar neutraal 

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Decoding China’s regulatory paradigm shift

Decoding China’s regulatory paradigm shift

🕔13:29, 9.Sep 2021

Sweeping regulatory changes in China have caught markets off guard lately and prompted confusion about Beijing’s intention behind actions that seemingly contradict its longterm strategy of building a high-tech and knowledge-based society. However, beneath what appear to be uncoordinated actions

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De strijd tegen Delta

De strijd tegen Delta

🕔11:00, 9.Sep 2021

Hoewel de verspreiding van de nieuwe Delta Covidvariant de wereldeconomie heeft verstoord, zouden stimulansen en vaccinatieprogramma's een sterke groeivertraging moeten voorkomen. De economische groei is de afgelopen maanden duidelijk vertraagd, grotendeels door de verspreiding van de bijzonder besmettelijke Delta-variant van

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Another strong month for equities

Another strong month for equities

🕔09:26, 9.Sep 2021

Weekly investment update: Risk assets performed well again in August. Chair Powell said nothing in his keynote speech at Jackson Hole last week to reverse the positive trend. Low real yields continue to underpin valuations in …

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