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Tag "FED"

Nordea AM – Webinar – Morning Espresso

🕔10:00, 8.Jul 2020

Webinar – Morning Espresso Join us for a lively discussion with Joseph Cantwell, Co-Head of the Global Fixed Income Group at MacKay Shields, PM of Nordea’s US Corporate Bond Strategy. He will discuss how the unprecedented move by the Fed to support

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Road to Recovery

Road to Recovery

🕔07:37, 1.Jul 2020

Credit Continuum  Monetary stimulus measures and high levels of cash continue to support spread tightening between now and year end. The rally in credit markets has continued in May given Federal Reserve and European Central Bank support measures and the

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Treasury yields end virtually unchanged despite an active week

Treasury yields end virtually unchanged despite an active week

🕔14:36, 24.Jun 2020

Weekly Fixed Income Commentary​ U.S. Treasury yields ended the week only slightly lower, masking the week’s volatility.1 Rates rose early in the week, led by longer maturities, when the Federal Reserve (Fed) announced it would begin purchasing individual corporate bonds.

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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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Define ”Big”

Define ”Big”

🕔10:53, 2.Jun 2020

Research & Strategy Insights  The European Commission “doubled down” on the Franco-German initiative and came out with a bigger quantum for its “Next Generation” package and proposals for new “own resources”. This is politically important. While we are still very

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Hamilton has not sung yet

Hamilton has not sung yet

🕔11:15, 26.May 2020

Research & Strategy Insights  While the market is understandably more sensitive to the newsflow around a potential vaccine than to economic data, we still focus on the “background noise” which is likely to accompany the mechanical rebound  …

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Powell take center stage

Powell take center stage

🕔16:17, 25.May 2020

The week before the Memorial Day holiday began with two high profile appearances from Federal Reserve (Fed) Chairman Jerome Powell, starting off with an interview on CBS’ 60 Minutes and followed up with testimony on Tuesday before the Senate Banking,

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Digging deeper into emerging market debt

Digging deeper into emerging market debt

🕔12:55, 20.May 2020

Investment Insights – Q&A In this Q&A, Capital Group fixed income investment director James Blair discusses the characteristics of emerging market debt, how investors could approach investing in the asset class and the US Federal Reserve (Fed)’s policy response to

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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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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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Hans Rosling and ‘Scary Statistics’ made it into our Top Five!

Hans Rosling and ‘Scary Statistics’ made it into our Top Five!

🕔10:13, 9.May 2020

#19 – Top Five Best Read Research on OpinioPro What research was read the most on OpinioPro this past week? Hereby a top five overview: On the fifth place: the CIO View by DWS: “Corona and Talf 2.0 – New

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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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Fed remains in crisis mode

Fed remains in crisis mode

🕔10:10, 5.May 2020

Short Note US Fed  As had been widely expected, the FOMC, the decisive body of the US Fed, left monetary policy and thus also interest rates unchanged at the meeting that ended yesterday. The latter will not change anytime soon,

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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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Covid19 crisis – Update

Covid19 crisis – Update

🕔15:12, 28.Apr 2020

For the first time ever the Fed will be aggressively buying corporate bonds This significantly reduces the main market risks, such as: Liquidity risk Risk of funds’ closures Refinancing risk Fallen angel risk And it is ready to do more.

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Bridges to Reopening

Bridges to Reopening

🕔11:30, 28.Apr 2020

Investing Strategy Commentary Health Policy Remains the Key Aggressive action by the Federal Reserve has helped restore some liquidity and animal spirits to financial markets, while fiscal policy is starting to kick in despite cumbersome transmission mechanisms in some cases.

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Will ECB prepare markets for rate cut?

Will ECB prepare markets for rate cut?

🕔10:50, 28.Apr 2020

Week Ahead  Focus: ECB, Eurozone Q1GDP and Inflation, US Fed and Q1 GDP  In the current environment, central banks are not waiting for scheduled meetings to make decisions, which reduces the importance of these meetings. For example, since the last

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Corona and TALF 2.0

Corona and TALF 2.0

🕔11:35, 27.Apr 2020

The Fed has expanded the Term Asset-Backed Securities Loan Facility (TALF) in an effort to improve financing for households and small businesses. Liquidity has improved dramatically for TALF-eligible assets now that both dealers and investors know the downside is relatively

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Prepare for ZIRP: What Letter Shape is Your Recovery?

Prepare for ZIRP: What Letter Shape is Your Recovery?

🕔09:08, 27.Apr 2020

While much uncertainty remains, one aspect of the COVID-19 market shock is clear: The Fed will not stand in the way of the economic recovery. By the end of March, the COVID-19 global pandemic had a deep and profound effect on virtually

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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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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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Even at these yields, bonds still work

Even at these yields, bonds still work

🕔18:00, 16.Apr 2020

The coronavirus poses a unique and difficult to quantify threat to health, the economy and financial markets. One manifestation of this has been how fast stocks and other risky assets have collapsed. But while the catalyst is without precedent, other

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Discount double check in CEFs

Discount double check in CEFs

🕔22:32, 15.Apr 2020

The Dow Jones Industrial Average just closed out its worst first quarter on record, after a dropping 23% since the start of the year1. The selloff has disproportionately affected equities relative to bonds, potentially resulting in an overweight to bonds

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