Terug naar de HomePage

Tag "Central Banks"

Draghi determined to lift inflation — but how?

Draghi determined to lift inflation — but how?

🕔17:47, 16.aug 2019

With 2 ½ months left until Mario Draghi steps down as ECB chief, what will be his legacy? On the one hand, he will be forever remembered for those three words “whatever it takes”, which many people credit for having

Lees het volledige artikel
Global Fixed Income Macro

Global Fixed Income Macro

🕔10:52, 15.aug 2019

Central bank watcher: Time to deliver Fed: make life easy and do 50 ECB: A september to remember PBOC: Easing bij reform?

Lees het volledige artikel
How to navigate escalating trade disputes

How to navigate escalating trade disputes

🕔19:28, 14.aug 2019

The recent escalation in U.S.-China tensions reinforces our view that trade and geopolitical frictions have become the key driver of the global economy and markets. We stress the importance of portfolio resilience in this environment, yet view the decisively dovish

Lees het volledige artikel
Trade concerns continue pressuring Treasury yields lower

Trade concerns continue pressuring Treasury yields lower

🕔17:01, 14.aug 2019

U.S. Treasury yields declined again last week, with the yield difference between the 3-month T-bill and the 10-year Treasury note inverted further. Market expectations for a Federal Reserve (Fed) rate cut at the September meeting are high. However, the magnitude

Lees het volledige artikel
Investment Monthly August 2019

Investment Monthly August 2019

🕔15:56, 14.aug 2019

Fed cuts rates  A lack of inflation pressure allows the US Federal Reserve (Fed) to lean against the increased downside risks to growth. While market pricing may prove to be too aggressive, some “insurance” policy easing is very likely The

Lees het volledige artikel
The Fed’s About-Face Complete Amid Dissent

The Fed’s About-Face Complete Amid Dissent

🕔11:25, 14.aug 2019

As Federal Reserve officials have been signaling in recent weeks, the Fed cut its target Fed funds rate by 25 bps to a target range of 2.0%-2.25% at the policy meeting that ended on July 31, marking its first interest

Lees het volledige artikel
Macrocast – How to feed your dragon

Macrocast – How to feed your dragon

🕔10:32, 14.aug 2019

Sometimes monetary policy is akin to feeding dragons: markets tend to be insatiable, and they may end up burning you. Indeed, there seems to be no end to what the market wants from central banks. We have seen it in

Lees het volledige artikel
Fed cuts rates

Fed cuts rates

🕔08:03, 14.aug 2019

The Federal Reserve reduces interest rates At its July meeting, the Federal Open Market Committee (FOMC) of the US Federal Reserve (Fed) cut the target range for the fed funds rate to 2.00-2.25%, in line with market expectations. Two FOMC

Lees het volledige artikel
Global Asset Classes in the Spotlight

Global Asset Classes in the Spotlight

🕔18:47, 13.aug 2019

A widening gap between valuation and economic/corporate fundamentals Central banks seems to be very concerned about the slowdown in the economic cycle sparked by trade tensions. As a consequence, they have been intensifying their communications about their willingness to act.

Lees het volledige artikel
The yuan, tariffs and your portfolio

The yuan, tariffs and your portfolio

🕔17:04, 12.aug 2019

A surprise tariff announcement by the U.S. met with an unexpected depreciation in the Chinese currency, sending shock waves across global markets last week. This latest escalation in U.S.-China tensions reinforces our view that trade and geopolitical frictions have become

Lees het volledige artikel
Update on economic and monetary developments

Update on economic and monetary developments

🕔12:01, 9.aug 2019

ECB Economic Bulletin, Issue 5 / 2019 Incoming information since the last Governing Council meeting in early June indicates that, while further employment gains and increasing wages continue to underpin the resilience of the economy, softening global growth dynamics and

Lees het volledige artikel
Meest gelezen documenten in juli 2019

Meest gelezen documenten in juli 2019

🕔11:41, 8.aug 2019

Hoewel de zomermaand juli als vakantiemaand bestempeld wordt, blijken beleggers het lezen niet te kunnen laten. Zo werd er weer volop gezocht op het research platform van OpinioPro en werd er naast veel gelezen ook lang gelezen. Zo zijn er

Lees het volledige artikel
5 key investment themes for the remainder of 2019

5 key investment themes for the remainder of 2019

🕔19:08, 7.aug 2019

Rick Rieder and Russ Brownback highlight the investment themes that they think will drive markets and dominate debate within the investment community over the next several months and beyond. Over recent weeks, we have been vocal about five “big themes”

Lees het volledige artikel
On the escalation path

On the escalation path

🕔18:50, 7.aug 2019

For now, the trade conflict between China and the U.S. is unlikely to ease. Markets are understandably nervous.  Last week, the U.S. President once again shocked the markets by announcing that all imports from China will be subject to punitive

Lees het volledige artikel
Policy pivot confirmed; underpins risk assets

Policy pivot confirmed; underpins risk assets

🕔14:26, 7.aug 2019

Weekly Commentary Key points 1 We see the dovish pivot by global central banks supporting the economic expansion and risk assets, with rising protectionism the key risk.b 2 We see a wider range of Brexit outcomes—including no-deal, a snap election

Lees het volledige artikel
Finding a balance between easing central banks and an uncertain scenario

Finding a balance between easing central banks and an uncertain scenario

🕔15:50, 6.aug 2019

Investment Insights | Market Stories​ Macro themes We see 4 key themes underpinning the case for a constructive view on EM: (1) the most important is the Fed acting preventively to prolong the cycle and the impact on the USD;

Lees het volledige artikel
Central banks step up stimulus but downward economic risks are still dominant

Central banks step up stimulus but downward economic risks are still dominant

🕔14:54, 6.aug 2019

Macro Economic Update Global growth currently hovers around 2.5% with confidence indicators still pointing to modest growth at best. Manufacturing continues to suffer with new orders contracting at the fastest pace in almost seven years. Confidence in the service sector,

Lees het volledige artikel
Central banks support markets amid trade risks

Central banks support markets amid trade risks

🕔16:31, 5.aug 2019

We see the dovish pivot by global central banks supporting the economic expansion and risk assets, with rising protectionism the key risk. Elga explains. The Fed confirmed global central banks’ dovish pivot last week, as it cut rates for the

Lees het volledige artikel
Central Banks are committed to reassuring investors

Central Banks are committed to reassuring investors

🕔15:36, 5.aug 2019

The Fed and the ECB have managed to firmly establish lower interest rates while pushing risk assets higher. Investors are sceptical amid high political and economic uncertainty but, at least for the time being, the central bank actions have helped

Lees het volledige artikel
The Federal Reserve: Dealer’s Choice

The Federal Reserve: Dealer’s Choice

🕔14:31, 5.aug 2019

Beyond Bulls & Bears The US Federal Reserve cut its benchmark short‑term interest rate for the first time in 11 years in what Chairman Jerome Powell called a “mid‑cycle adjustment” to sustain the US economic expansion. Powell appeared to struggle

Lees het volledige artikel

Why is the potential for US currency intervention a topic of interest?

🕔14:12, 2.aug 2019

IN BRIEF The potential for unilateral US intervention in the currency markets to weaken the US dollar is increasing as the US administration becomes more frustrated with the dollar’s persistent strength. Discussions over intervention could intensify if expected US interest

Lees het volledige artikel
FOMC cut interest rates, but markets wanted more

FOMC cut interest rates, but markets wanted more

🕔10:40, 2.aug 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 between 2% and 2.25%. The assessment of the economy has not changed significantly. The labor market and

Lees het volledige artikel
Review of markets over July 2019

Review of markets over July 2019

🕔17:29, 1.aug 2019

After an exceptionally strong start to the year, financial markets paused for breath in July, with most asset classes delivering muted returns. The Federal Reserve (the Fed) lowered US interest rates for the first time in 11 years, and the

Lees het volledige artikel
Central Banks are Under Assault

Central Banks are Under Assault

🕔18:51, 31.jul 2019

Aerial View Magazine Conventional wisdom, supported by nearly a century of economic history, indicates that independent control over monetary policy—insulated from the direct interference and control of political leaders—delivers better economic outcomes. Recently, however, that independence has been threatened, as

Lees het volledige artikel
Global Perspectives

Global Perspectives

🕔17:09, 31.jul 2019

Global Perspectives The global economy has now entered the longest expansionary phase on record and yet we believe that there is still further to go. A recession is inevitable at some point; however, the current market conditions do not suggest

Lees het volledige artikel

Zoek

Asset Allocation Consensus Augustus

Evenementen

  1. 3de nazomer ETF BBQ

    september 4 @ 17:00 - 21:00
  2. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  3. BASEL IV, Uitdagingen in de Praktijk

    september 5 @ 15:30 - 19:00
  4. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  5. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30

Twitter

Sign up on #OpinioPro to read all the latest research on #AssetAllocation, #FixedIncome and so much more! Click here: https://t.co/90NYM4HBVh

Columbia Threadneedle writes: "Core #governmentbond #yields continued their lurch lower as volatility remained elevated, driven by further escalation in trade rhetoric and..." - Read the whole article here: https://t.co/65rGTbksaz #assetallocation

Sign up on #OpinioPro to read all the latest research on #AssetAllocation, #Equities, ESG and so much more! Click here: https://t.co/90NYM4HBVh

Load More...

Zoek op datum

augustus 2019
M D W D V Z Z
« jul    
 1234
567891011
12131415161718
19202122232425
262728293031