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Tag "Central Banks"

Global Policy Rates Stuck in Lockdown

Global Policy Rates Stuck in Lockdown

🕔14:50, 7.Jul 2020

How interest rates could remain at emergency levels for a sustained period. KEY INSIGHTS Central banks are likely to remain cautious for some time, keeping the short end of developed government bond curves anchored. Longer-dated government bonds could face greater volatility

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How three policy responses impact bank balance sheets

How three policy responses impact bank balance sheets

🕔15:18, 3.Jul 2020

The Covid-19 pandemic triggered a wave of support to keeps banks functioning efficiently and economies ticking over through lockdowns. We look at what action has been taken and its impact on the health of the banking sector.

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ECB QE Monitor

ECB QE Monitor

🕔09:42, 11.Jun 2020

Central Banks: interest rates near zero The Fed kept its interest rates unchanged. The ECB kept its interest rates unchanged. No movement on BoJ interest rates since 2016.

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Where next for fixed income markets

Where next for fixed income markets

🕔13:59, 5.Jun 2020

Key points: Bond markets have stabilized, but the economic recovery will be measured in years. Central banks, as well as governments through fiscal stimulus measures, have played a key role in supporting markets. This is a time to be patient,

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Dealing with the next downturn

Dealing with the next downturn

🕔09:16, 5.Jun 2020

From unconventional monetary policy to unprecedented policy coordination Unprecedented policies will be needed to respond to the next economic downturn. Monetary policy is almost exhausted as global interest rates plunge towards zero or below. Fiscal policy on its own will

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After the Virus: A Binary World

After the Virus: A Binary World

🕔08:10, 3.Jun 2020

As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward. We seek to share the insights of our

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Introducing “Stressed Performing Credit”

Introducing “Stressed Performing Credit”

🕔08:56, 19.May 2020

White Paper Rising Stars in a New (Fed) World Recent unprecedented action by central banks, notably the Federal Reserve on April 9th, has helped markets recover meaningfully. This has caused many investors to wonder, “What do we do next?” or,

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‘Onder Economen Lunch’

‘Onder Economen Lunch’

🕔10:42, 18.May 2020

AXA Investment Managers ‘Onder Economen Lunch’   Virtuele meeting, dinsdag 12 mei 2020  Overheden en centrale banken hebben met hun noodingrepen erger voorkomen en op financiële markten gloort herstel, maar de vooruitzichten per sector liggen mijlen uiteen en voor de economie

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Bitcoins, central banks and inflation expectations: a variety of topics in our Top Five

Bitcoins, central banks and inflation expectations: a variety of topics in our Top Five

🕔10:12, 16.May 2020

#20 – Top Five Best Read Research on OpinioPro And it’s Saturday again: the day for us to publish our Top Five Best Read on OpinioPro this last week. Populair tags were ‘asset allocation‘ and ‘equities‘, furthermore our event calendar

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Central banks are entering a new regime: unlimited support

Central banks are entering a new regime: unlimited support

🕔15:10, 15.May 2020

Cross Asset Investment Strategy Markets (financial cycle) are leading the economic cycle and will bottom out before the end of the coronavirus pandemic. However, they would stabilise once reassured on three points: The cyclical pattern of the pandemic, or when

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The Effectiveness of Short-Selling Bans

The Effectiveness of Short-Selling Bans

🕔15:05, 15.May 2020

An Academic View As the COVID-19 virus continues to tighten its grip on the world – causing wide spread lockdowns and large-scale disruptions to global supply chains – governments, central banks, and regulators have been left with little choice but

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Wereld economie op weg naar hevige, maar mogelijk korte recessie

Wereld economie op weg naar hevige, maar mogelijk korte recessie

🕔14:33, 15.May 2020

Visie op asset allocatie  Vorige maand hielde we nog enige slag om de arm in het antwoord op de vraag of de verspreiding van het coronavirus een wereldwijde recessie zal veroorzaken, maar inmiddels is dat wel duidelijk. Terwijl nu ongekend

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Macro briefing: Will the ECB be stopped from any further QE?

Macro briefing: Will the ECB be stopped from any further QE?

🕔16:05, 14.May 2020

The court ordered the German government to ensure the ECB carried out a “proportionality assessment” of its vast purchases of government bonds. Whilst the ECB should be successful in proving that its purchase scheme was necessary and “proportional”, further expansion

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The Day After

The Day After

🕔08:19, 13.May 2020

Economic crises often lead to a reshuffling of the economic and political ideological corpus. The Great Depression gave birth to the modern Welfare State, a hallmark of most liberal democracies until the oil shocks in the late 1970s. The 2008

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Who decides on ECB purchases?

Who decides on ECB purchases?

🕔08:34, 11.May 2020

Week Ahead Focus: German Federal Constitutional Court ruling, US Labor Market Report, Eurozone public debt This week, the German Federal Constitutional Court ruled on a lawsuit against the purchase of government bonds by the ECB and thus the Bundesbank under

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Global recession prompts “whatever it takes” response

Global recession prompts “whatever it takes” response

🕔14:35, 8.May 2020

Allocation views We have seen a robust global central bank policy response that, in its breadth and scale, is larger than all the stimulus programs seen during the 2008 global financial crisis. Events and timelines have been compressed in this

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Central Bank Watcher

Central Bank Watcher

🕔16:55, 5.May 2020

Rates in lockdown for longer  With the outbreak of the coronavirus hitting the global economy, central banks have stepped up to the plate by delivering significant amounts of easing. Official yields are now at or below zero for all developed

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Czech and Serbian central bank meeting

Czech and Serbian central bank meeting

🕔14:44, 5.May 2020

CEE Market Insights  This week, the central bank meetings in Czechia and Serbia should be the key events in the region. While stability of rates is broadly expected in Serbia, the Czech National Bank is, in our view, about to

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ECB reduces interest rates, but does not cut key rates

ECB reduces interest rates, but does not cut key rates

🕔17:06, 4.May 2020

Short Note ECB ECB Council Meeting  At its meeting which ended today, the Governing Council decided on two further measures aimed primarily at ensuring that banks had sufficient liquidity at low interest rates. The ultimate goal is to keep lending

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Stock market winners may keep winning

Stock market winners may keep winning

🕔17:13, 28.Apr 2020

While the market has staged a spectacular and unanticipated rally, looking at the broader indices can be somewhat misleading.  Year-to-date, the S&P 500 Index is still down -15%, but large cap tech and healthcare indices are down 3% or less.

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Fallen angels – the impact on Fixed Income markets

Fallen angels – the impact on Fixed Income markets

🕔09:59, 24.Apr 2020

The unprecedented measures taken by governments across the world aimed at slowing the spread of COVID-19 has significantly impacted economic activity. Prior to the emergence of this pandemic, much had been publicized about the re-leveraging and general deterioration in quality

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Weekly Economic Commentary

Weekly Economic Commentary

🕔08:36, 23.Apr 2020

 The Fed Opens the Floodgates Supporting the Workforce Though the Crisis Australia’s Record Expansion Is Ending

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Caution: emerging market local debt

Caution: emerging market local debt

🕔16:40, 21.Apr 2020

We see improving outlook for credit in general due to overwhelming policy action to limit the coronavirus shock and recent market selloffs. Yet we have turned more cautious on emerging market (EM) local debt despite depressed valuations after selloffs. Why?

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Fixed income update first quarter 2020

Fixed income update first quarter 2020

🕔10:42, 21.Apr 2020

KEY POINTS COVID-19, declared by WHO as a global pandemic in March after rapidly spreading to Europe then to North America, triggered historic movements in the fixed income markets and put an end to the record long U.S. bull market.

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ECB QE Monitor

ECB QE Monitor

🕔17:21, 17.Apr 2020

Central Banks: interest rates near zero  The Fed lowered the benchmark interest rate to 0%-0.25% after its second emergency cut in less than two weeks. The ECB keeps its rates unchanged. No movement on BoJ interest rates since 2016.

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Aanstaande donderdag 9 juli 13:00 is het webinar 'Asset Allocatie Consensus Online'. We gaan met Hans Stegeman en William de Vries @TriodosIM in op ESG en impact beleggen. Aanmelden kan via: https://www.alpharesearch.nl/event/asset-allocatie-consensus-online-juli-2020/

"Road to Recovery" -> https://www.opiniopro.com/2020/07/opiniopro-selection/road-to-recovery/ #recovery #credit #monetarystimulus #spreads

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