Back to homepage

Tag "economy"

Long-Term Outlook Aegon

Long-Term Outlook Aegon

🕔17:22, 17.Feb 2020

Macroeconomic Scenarios and Expected Returns 2020 – 2023 The global economy has shifted into a lower gear in the past few quarters. Following a period of strong and broad-based economic momentum, soft spots in the economy emerged in the second

Read Full Article
Davos Brief

Davos Brief

🕔16:10, 24.Jan 2020

Davos brief   The global economic expansion is stretching, but powerful structural trends are testing limits — and intersecting with the near-term outlook. The trends include rising inequality and social unrest; deglobalization and fragmentation into trade blocs; an intensifying focus

Read Full Article
Value investing in emerging markets: lessons from history

Value investing in emerging markets: lessons from history

🕔17:45, 30.Aug 2019

Emerging markets are a lot less emerging than they used to be. A more integrated global economy means that the world has become smaller. Investors and managers no longer suffer from limited visibility into markets, and the transparency around the

Read Full Article
Investing in China: Silk (Road) Purse or Sow’s Ear?

Investing in China: Silk (Road) Purse or Sow’s Ear?

🕔17:38, 16.Aug 2019

TIFF Insights An Interview with Scott Malpass and Jay Willoughby Introduction In the recent past, American investors’ views on China have rotated from unblemished enthusiasm to substantial caution. From the radical reforms of Deng Xiaoping in 1978 until quite recently,

Read Full Article
Raising the Stakes

Raising the Stakes

🕔07:00, 5.Jun 2019

Global Economic Outlook It is never easy to forecast economic trends, but the process is especially perilous at the moment. The sudden escalation of trade tensions that have originated from Washington is casting doubt over the outlook. If the escalation

Read Full Article
Why	is	the	global	economy	vulnerable	to	a	deflationary	 shock?

Why is the global economy vulnerable to a deflationary shock?

🕔15:02, 22.May 2019

Ariel Bezalel, Head of Strategy, Fixed Income, discusses the factors driving the rallies in stock and bond markets year to date and why he believes the global economy is vulnerable to a deflationary shock. There is a striking disparity between

Read Full Article
Big Data Is Changing Inflation

Big Data Is Changing Inflation

🕔07:00, 18.May 2019

Wie Gehts mit Deutschland? Fresh from a family vacation in Germany, Ryan shares an outlook on the country. ​ Foreign drivers in Germany are often excited about the unchecked speed limits on the Autobahn. But in my rental car, I was

Read Full Article
Dealing With China

Dealing With China

🕔07:00, 18.May 2019

Weekly Economic Commentary To obtain an economics degree at the University of Chicago, students were required to take a year-long course in the history of a non-Western civilization. Economics is a social science, after all, and business cultures can vary

Read Full Article
Outlook for economy recovers only slowly

Outlook for economy recovers only slowly

🕔04:05, 11.May 2019

Week Ahead Focus: New Yield Forecasts  On interest rate markets, concerns about an economic slowdown that goes beyond its current magnitude continue to prevail. Sentiment and risks, rather than available data, are crucial. In fact, first quarter GDP growth in

Read Full Article
Report on Public Finances in EMU

Report on Public Finances in EMU

🕔14:22, 23.Apr 2019

The EU economy is entering a period of heightened uncertainty, which has implications for fiscal policy. Much of the fiscal uncertainty comes in the short run from the business cycle and in the long run from potential growth, interest rates

Read Full Article
Tracking Asian exports

Tracking Asian exports

🕔03:01, 18.Apr 2019

Research & Strategy Insights Asia’s exports have witnessed rapid expansion over the past decades. Its share in world exports went from below 5% to the current 23%, second only to the Eurozone. Asia’s trade is not only important in a

Read Full Article
China’s century? The economic giant’s next act

China’s century? The economic giant’s next act

🕔15:03, 17.Apr 2019

China is at a crossroads. After years of heady growth, it now faces a potent mix of external and internal challenges that threaten to curb its momentum. Its prospects will hinge on how well it responds to these challenges, on

Read Full Article
China’s century? The economic giant’s next act

China’s century? The economic giant’s next act

🕔15:03, 17.Apr 2019

China is at a crossroads. After years of heady growth, it now faces a potent mix of external and internal challenges that threaten to curb its momentum. Its prospects will hinge on how well it responds to these challenges, on

Read Full Article
ASEAN Outlook: Slower Momentum

ASEAN Outlook: Slower Momentum

🕔17:02, 7.Mar 2019

The Southeast Asia economy has enjoyed a solid run in the last two years with GDP growth of 5.2% in 2017 and 2018. This followed a 4.6% average annual pace in the three years to 2016 and was just a

Read Full Article
The Long View China is Too Big to Fail

The Long View China is Too Big to Fail

🕔17:02, 7.Mar 2019

I am not a China specialist. This report is the result of several months of thought about the Chinese economy and the situation China is in, facing a trade war with the US at the same time as the economy

Read Full Article
De Fed geeft lucht

De Fed geeft lucht

🕔13:07, 7.Mar 2019

Investment Letter De groei van de eurozone-economie zwakt af. Italië bevindt zich in een recessie, terwijl Duitsland deze nipt wist te vermijden. Andere eurolanden, zoals Spanje en Nederland, doen het beter. De binnenlandse bestedingen blijven daar op peil. De ECB

Read Full Article
Economic situation and outlook

Economic situation and outlook

🕔13:31, 20.Feb 2019

Interest rates: We continue to expect [the key ECB interest rates] to remain at their present levels at least through the summer of 2019… Reinvestments: We intend to continue reinvesting, in full, the principal payments from maturing securities purchased under

Read Full Article
Decreasing Number of Public Companies

Decreasing Number of Public Companies

🕔17:02, 19.Feb 2019

Recently, multiple research and press articles have discussed the apparent drastic decrease in the number of listed companies in the U.S. Some articles state decreases of 20% to over 50% to support claims that the U.S. stock market is getting

Read Full Article
Update on economic and monetary developments

Update on economic and monetary developments

🕔14:25, 7.Feb 2019

The incoming information that has become available since the Governing Council’s decision to end net asset purchases in December 2018 has continued to be weaker than expected on account of softer external demand and some country and sector-specific factors. In

Read Full Article
Was It All a Bad Dream?

Was It All a Bad Dream?

🕔14:02, 7.Feb 2019

U.S. Economic & Interest rate outlook We entered the year wondering if the economic tides had turned. Risk appetite fell and volatility spiked amid a strong negative market reaction to the Federal Reserve’s rate increase in December. But markets caught

Read Full Article
Was 2018 just a bump in the road… or is 2019 the end of the road?

Was 2018 just a bump in the road… or is 2019 the end of the road?

🕔05:07, 31.Jan 2019

Call it superstitious, but we in Applied Equity Advisors are always uncomfortable producing our market outlook commentary for the following year until the current year is complete. Much can happen in December that could impact our projections about the coming

Read Full Article
Long-term perspective on markets and economies

Long-term perspective on markets and economies

🕔10:01, 17.Jan 2019

If you are feeling particularly uncertain about investing heading into 2019, you’re not alone. With major economies entering late-cycle territory, volatility rising, monetary policy tightening and a trade war brewing, you may be wondering how to position your portfolio.

Read Full Article
U.S. Economic & Interest Rate Outlook

U.S. Economic & Interest Rate Outlook

🕔14:04, 10.Jan 2019

2018 ended with outsized volatility in equity markets. Even on days with no particular news for the market to digest, the normally quiet final week of the year featured dramatic price swings. Analysts blamed the market’s anxiety on falling economic

Read Full Article
U.S. Economic & Interest Rate Outlook

U.S. Economic & Interest Rate Outlook

🕔14:04, 10.Jan 2019

2018 ended with outsized volatility in equity markets. Even on days with no particular news for the market to digest, the normally quiet final week of the year featured dramatic price swings. Analysts blamed the market’s anxiety on falling economic

Read Full Article
Global Growth under Pressure in 2019

Global Growth under Pressure in 2019

🕔03:04, 10.Jan 2019

Trade war and Federal Reserve weigh on global economy The global economic environment has deteriorated noticeably in the 2nd half of 2018. In our opinion the main reasons for this are the geopolitical agenda of the Trump administration (e.g. the

Read Full Article

Search

Twitter

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

US Senate approved US fiscal package -> https://opiniopro.com/2020/04/hsbc/us-senate-approved-us-fiscal-package/ #fiscal #CoronaCrisis #COVIDー19 #inflation #Recession2020 via
@HSBC

Load More...

Search on date

April 2020
M T W T F S S
« Mar    
 12345
6789101112
13141516171819
20212223242526
27282930