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CEE Market Insights GDP growth in 3Q to remain relatively strong.

CEE Market Insights GDP growth in 3Q to remain relatively strong.

🕔11:31, 12.nov 2019

This week is all about Thursday and flash GDP data releases for the third quarter in most CEE countries. Despite all the odds stemming from the worsening external environment and recent weakening of market sentiment, we expect the region to

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: Deescalation in trade conflict, Europe’s growth nevertheless weak

: Deescalation in trade conflict, Europe’s growth nevertheless weak

🕔07:50, 12.nov 2019

Week Ahead  Settlement of trade disputes within reach? The stock and bond markets seem to be increasingly optimistic that one day the specter of trade conflicts will come to an end. China and the United States have agreed in recent

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CEE Market Insights – CEE central banks to remain on hold

CEE Market Insights – CEE central banks to remain on hold

🕔11:06, 5.nov 2019

It is going to be quite an eventful week, with four central bank decisions at the center of attention. After interest rate cut in the US and the Fed announcing a pause, we expect CEE central banks to remain on

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Global Equity Ratings

Global Equity Ratings

🕔08:41, 31.okt 2019

Preferred Sectors: Health Care, Technology and Consumer

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Farewell to Draghi

Farewell to Draghi

🕔07:58, 30.okt 2019

Mario Draghi's last press conference as president of the ECB focused on general questions relating to his term of office. There was nothing new on monetary policy. Draghi pointed out that the decisions on an extensive monetary easing through various

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US interest rate fantasy should run out of steam

US interest rate fantasy should run out of steam

🕔17:35, 29.okt 2019

The US Fed’s FOMC will meet next week to decide on interest rates. Due to Brexit, which will probably not have been resolved by then, and the uncertainties that are associated with it, we expect a further rate cut, which

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Farewell to Draghi and United Kingdom?

Farewell to Draghi and United Kingdom?

🕔16:08, 22.okt 2019

Next week, the Brexit issue will probably continue to dominate the markets. The ever-sooner deadline of October 31 is likely to increase the pressure on the negotiators and thus the nervousness in the markets, as we expect Boris Johnson to

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Global Equity Ratings

Global Equity Ratings

🕔09:07, 21.okt 2019

Preferred Sectors: Health Care, Technology and Consumer

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CEE spreads will remain compressed

CEE spreads will remain compressed

🕔15:08, 17.okt 2019

Looking at the issuance performance so far this year, CEE countries have done a very good job. Several countries have already covered this year’s issuance plan and many others have also reached a high number. Slovakia seems to be lagging

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Credit Markets Weekly

Credit Markets Weekly

🕔07:58, 14.okt 2019

Bonds continue to be sought after, despite ever longer maturities sporting negative yields. In addition to economic uncertainties caused by the trade war and Brexit, liquidity shortages in US repo markets requiring supportive interventions by the Fed have recently unnerved

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Week Ahead – Important US macro data should show improvement

Week Ahead – Important US macro data should show improvement

🕔15:09, 8.okt 2019

Important US data is due for release next week. Markets will be watching to see if the weakening that began in August continues or if there is a recovery. We believe that the weak August figures were due to the

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Global Strategy Q4 2019

Global Strategy Q4 2019

🕔10:49, 8.okt 2019

Political risks and the associated ongoing uncertainties are weighing on the global growth outlook, and central banks have reacted by easing monetary policy further. Financial market volatility should remain high this environment. Growth in corporate profits is lending support to

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USD: environment continues to support the dollar

USD: environment continues to support the dollar

🕔17:05, 26.sep 2019

The coming weeks will decide how Brexit will proceed. There are probably now only two alternatives remaining: another postponement of the withdrawal date or withdrawal without an agreement. We expect the second. Once this outcome becomes obvious, the dollar could

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FOMC remains optimistic, cuts rates and monitors

FOMC remains optimistic, cuts rates and monitors

🕔17:54, 25.sep 2019

As expected, the US Fed's interest rate decision-making body (FOMC) lowered the range of its key interest rate by 25 basis points to 1.75-2.0%. There were no significant changes in the statement. The good overall economy, coupled with a low

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Tailwind for Eurozone industry?

Tailwind for Eurozone industry?

🕔12:41, 24.sep 2019

Next week (September 23), a first flash estimate of the manufacturing sentiment of the Eurozone, Germany and France for September will be released. In August, Eurozone manufacturing sentiment brightened slightly for the first time in a long while, but remained

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CEE Market Insights

CEE Market Insights

🕔09:27, 24.sep 2019

Currencies fell last week in the region, but the stronger the yield declines of bond markets, the more robust the weakening in the currency that took place. We saw that regional markets reacted not much to international market developments (Saudi

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What comes after rate cut?

What comes after rate cut?

🕔14:48, 17.sep 2019

Next week is the next interest rate decision by the US Fed. The FOMC should decide on a further interest rate cut of 0.25%. Then, the range for the key interest rate will be 1.75-2%. The markets are assuming a

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CEE Market Insights | Fixed Income | Central and Eastern Europe

CEE Market Insights | Fixed Income | Central and Eastern Europe

🕔11:33, 17.sep 2019

While markets are trying to digest what the ECB’s new measures may mean in the longer run, CEE will see first monthly indicators from the real economy from August, as Poland will release important figures that could provide important insight

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Fall of car production – supply or demand?

Fall of car production – supply or demand?

🕔10:28, 17.sep 2019

Recent collapse in German car production raises eyebrows in CEE economies, as automotive sector is backbone for many. To assess whether another crisis looms, it is important to understand its character. 

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What’s up in CEE? 3Q19

What’s up in CEE? 3Q19

🕔10:30, 12.sep 2019

Strong domestic demand shields CEE from German slowdown – for now Slowdown is expected for CEE, but growth difference vs. Euro Area could remain substantial Volatility to stay elevated on CEE FXFI markets

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ECB – will markets be disappointed?

ECB – will markets be disappointed?

🕔12:03, 10.sep 2019

The ECB Governing Council's meeting on Thursday next week will receive even more attention than developments in the United Kingdom (see article below). The question is what measures will be taken to stimulate the economy. We are assuming a package.

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CEE Market Insights

CEE Market Insights

🕔12:42, 9.sep 2019

The US dollar’s strength did not do CEE currencies much good and while there were, in some cases, local factors behind the fall (especially in Hungary, where the HUF hit an all-time low), the decline in regional FX could mostly

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Interest Rate Outlook Eurozone, USA

Interest Rate Outlook Eurozone, USA

🕔12:26, 5.sep 2019

Since the first surprise increase in tariffs by US President Trump at the beginning of May at the latest, the trade war has become the main driver of interest rate markets. There were fears over an escalation that could push

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Global Equity Ratings

Global Equity Ratings

🕔11:47, 2.sep 2019

Preferred Sectors: Health Care, Technology and Consumer

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Political crisis in the United Kingdom

Political crisis in the United Kingdom

🕔10:39, 2.sep 2019

After the political crisis in Italy was almost resolved this week (supporters of the Five Star movement still have to agree to the new coalition), the British government could come under pressure next week. The British Parliament will return from

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Uitgelichte Evenementen

  1. Alpha Research – Lower for Longer

    december 3 @ 12:00 - 18:00

Asset Allocation Consensus September

Twitter

Food prices inflation rose visibly; trade tensions eased on the margin -> https://t.co/xi6DNKIpIl #China #inflation #TradeWars via @KraneShares

2020 Long-Term Capital Market Assumptions -> https://t.co/ssZUDOyEgd #ExpectedReturns #LTCMA #AssetAllocation #Equities #Fixedincome via @InvescoEMEA

Renewed expansion of Fed balance sheet will not be QE but will affect markets -> https://t.co/FwuvTMvUfU #CentralBank #fomc #currency via @Amundi_ENG

Favoring Loans and CLOs Due to Attractive Valuations -> https://t.co/BCH6GJic0E #clo #fixedincome #HighYield #Credit #fomc via @PineBridge

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