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March unemployment is due in Poland and Czechia

March unemployment is due in Poland and Czechia

🕔11:07, 7.Apr 2020

CEE Market Insights  Determining the probable impact of the coronavirus on the economy is the main news topic at the moment. Over the weekend, Hungary announced the fiscal package and more details should be delivered at the beginning of 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%

🕔12:51, 6.Apr 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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Labour markets face historical challenge

Labour markets face historical challenge

🕔08:33, 6.Apr 2020

Week Ahead: Focus: Labor markets: Eurozone, Austria and the US, US labor market report March  Eurozone – trade and tourism most affected In the labor market data of large Eurozone countries published so far for the month of March, traces of

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Global Strategy Q2 2020

Global Strategy Q2 2020

🕔08:04, 3.Apr 2020

For the time being, the corona pandemic has largely led to a standstill of economic activity. We expect recessions in the US and Europe as well as rising unemployment rates. Governments and central banks have taken comprehensive measures in order

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We lower our GDP forecast for 2020 to -3.5%

We lower our GDP forecast for 2020 to -3.5%

🕔05:54, 3.Apr 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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USD: No sustained trend visible

USD: No sustained trend visible

🕔11:00, 2.Apr 2020

US dollar, Japanese yen, Swiss franc  The EURUSD is currently extremely volatile. While the euro was able to make significant gains for the time being due to the sharply reduced interest rate differential between the US and the Eurozone, a

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How much has market sentiment worsened?

How much has market sentiment worsened?

🕔07:03, 1.Apr 2020

CEE Market Insights  This week in CEE  Market sentiment data will be in focus this week – and the only question is by how much sentiment has worsened in March. Due to the dynamically changing situation, the February retail sales

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Adverse scenario becomes reality

Adverse scenario becomes reality

🕔11:32, 31.Mar 2020

Growth in CEE to dive deeper into negative territory Recent developments have deprived us of optimism and we revise our CEE growth forecast down to -4.7% this year. March PMI indices in Germany and the Eurozone plunged, dragged down by

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We lower our GDP forecast for 2020 to -3.5%

We lower our GDP forecast for 2020 to -3.5%

🕔10:37, 30.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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Are markets too optimistic?

Are markets too optimistic?

🕔05:59, 30.Mar 2020

Focus: Markets, stimulus packages, Eurozone inflation This week brought massive gains on the stock markets and yield premiums on the interest rate markets fell for the riskier investments. Spreads on Italian government bonds also fell. The markets have thus reacted

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We lower our GDP forecast for 2020 to -3.5%

We lower our GDP forecast for 2020 to -3.5%

🕔06:37, 27.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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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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Coronavirus brings recession to CEE

Coronavirus brings recession to CEE

🕔08:05, 24.Mar 2020

Eurozone in recession, CEE as well The spread of coronavirus to Europe and exponentially rising number of infected people forced the introduction of preventive measures to reduce its speed. CEE countries have done so at a relatively early stage, but

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Preferred Sectors: Health Care and Consumer Staples

Preferred Sectors: Health Care and Consumer Staples

🕔15:10, 23.Mar 2020

Global Equity Ratings

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ECB and Fed flood markets

ECB and Fed flood markets

🕔10:53, 23.Mar 2020

Focus: ECB and US Fed measures, Eurozone PMIs he measures taken by central banks to counteract the economic downturn have been gathering considerable momentum for a good week now. We have listed the individual measures below. In summary, the central

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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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Recession in Eurozone to weigh further on CEE growth

Recession in Eurozone to weigh further on CEE growth

🕔13:48, 17.Mar 2020

CEE Market Insights  This week, we will see the inflation rate in Croatia as well as labor market data. In Poland, retail sales and industrial growth in February will be published; however, the impact of the coronavirus is still likely

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US Fed tries to stabilize markets

US Fed tries to stabilize markets

🕔12:42, 17.Mar 2020

Short Note | Major Markets | US Fed  Yesterday evening, and thus only three days before the end of the next regular meeting, the US Federal Reserve lowered the range for the key interest rate by 100 basis points to

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ECB eases capital requirements

ECB eases capital requirements

🕔11:39, 17.Mar 2020

Special | Financials & Covered Bonds | Eurozone In conjunction with the announcement by the Governing Council of additional liquidity support and increased asset purchases (see ECB Short Note of 12 March 2020), the ECB Banking Supervision announced a number

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CEE challenge: Demography

CEE challenge: Demography

🕔10:45, 12.Mar 2020

To mitigate its shrinking working age population, CEE has a hidden reserves in low female labor participation, low effective retirement age, as well as more active migration and family policies.  There is no quick way to escape aging as the

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CEE Market Insights

CEE Market Insights

🕔08:34, 11.Mar 2020

Due to the rapid spread of COVID-19 in Europe, we will revise our CEE growth forecast downward by around 0.3pp toward 2.6%, with country-specific revisions going from around 0.3pp in the cases of Czechia, Hungary and Poland to as much

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Week Ahead | ECB Governing Council meeting, Eurozone GDP

Week Ahead | ECB Governing Council meeting, Eurozone GDP

🕔09:43, 10.Mar 2020

How will the ECB react? Next week's meeting of the ECB’s Governing Council will be dominated by the rapid spread of the coronavirus outside China and also in Europe over the past few weeks. Some central banks have already reacted.

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Spread of SARS-CoV-2 to Europe

Spread of SARS-CoV-2 to Europe

🕔09:55, 6.Mar 2020

SARS-CoV-2 to weigh on economic outlook  Since the outbreak of the new Coronavirus in China at the end of December 2019, the situation has changed significantly. The number of infected people is tenfold compared to the SARS epidemic from 2003

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Clear differentiation indispensable

Clear differentiation indispensable

🕔16:00, 5.Mar 2020

High-yield market remains supported by favourable capital market environment The market for EUR bonds from non-financial companies with speculative rating has been growing steadily in recent years. The expansive monetary policy of the ECB has strongly contributed to this, causing

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Focus: Effects of Covid-19

Focus: Effects of Covid-19

🕔14:56, 5.Mar 2020

Markets in turmoil – our outlook Nobody can currently estimate how fast and how far the new coronavirus will spread. The markets have reacted strongly this week, probably too strongly, to the global spread of the virus. We expect the

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"Covid-19: The scenarios, the lockdown, the reaction, the recovery" -> https://www.opiniopro.com/2020/04/ing/covid-19-the-scenarios-the-lockdown-the-reaction-the-recovery/ via @ING_Economics #coronavirus #recovery

Munis hit turbulence in a flight to safety -> https://opiniopro.com/2020/04/blackrock/munis-hit-turbulence-in-a-flight-to-safety/ #cash #coronavirus #FixedIncome #lending #municipalbond #COVID19 via
@blackrock

Emerging markets debt: Determinants of sovereign bond quality and returns -> https://opiniopro.com/2020/04/eaton-vance/emerging-markets-debt-determinants-of-sovereign-bond-quality-and-returns/ #credit #EmergingMarkets #debt #fiscalpolicy #sovereignbonds via
@EatonPartners

@EatonVance

Fixed Income Market Update -> https://opiniopro.com/2020/04/voya/fixed-income-market-update-4/ #fixedincome #highyield #EMD via #Voya

The corona shock in commodity prices -> https://opiniopro.com/2020/04/abn-amro/the-corona-shock-in-commodity-prices/ #Commodities #GOLD #oilprice #OPEC #coronavirus #COVID19 via
@ABNAMROeconomen

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