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Tag "inflation"

State Street – Getting Ready for Second Half!

🕔12:00, 18.Jun 2019

We willen u graag uitnodigen voor een middag waarin specialisten van verschillende onderdelen binnen State Street u bijpraten over de macro-economie, positionering van beleggers en real-time inflatiedata. Daarnaast komen ook de trends in de ETF markt en het beheren van

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Applied philosophy

Applied philosophy

🕔19:02, 23.May 2019

Pause for thought  Market sentiment at the beginning of this year stands in stark contrast to that of a year ago. Last year markets worried less about growth and more about inflation but this reversed as the year progressed. The

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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

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Why Is Inflation So Low?

Why Is Inflation So Low?

🕔14:02, 13.May 2019

Weekly Economic Commentary China’s Bad Loans Are Getting Worse According to Oscar Wilde, cynics are people who know the price of everything and the value of nothing. On a related note, I am beginning to suspect economists are people who

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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

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Can the gold industry return to the golden age?

Can the gold industry return to the golden age?

🕔17:02, 2.May 2019

Digging for a solution to the gold mining reserve crisis The gold industry finds itself at an inflection point between the recent era of cost out initiatives and balance sheet deleveraging, and an increasing need to focus on growth and

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Central banks support a sharp market rebound

Central banks support a sharp market rebound

🕔15:02, 2.May 2019

Perspective from Franklin Templeton Multi-Asset Solutions In recent Allocation Views publications, we have highlighted concerns about the global economy and uncertainties in financial markets. These themes remain unchanged in our analysis. A return to long-run levels of market volatility since

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Q2 2019 OUTLOOK & REVIEW

Q2 2019 OUTLOOK & REVIEW

🕔15:02, 2.May 2019

QMA’s Global Multi-Asset Solutions Group The global economy may slow further in early 2019, given lingering trade uncertainty, a continued slowdown in China, and the lagged impact of tighter financial conditions in late 2018. However, global growth is likely to

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Strong demand from investors pushed long-maturity municipal yields lower

Strong demand from investors pushed long-maturity municipal yields lower

🕔15:02, 1.May 2019

Strong demand from investors pushed long-maturity municipal yields lower over the week while Treasury yields were unchanged. Over the past month, long-term municipal yields are unchanged, while Treasury yields have risen 13 b.p.  Why it matters: The volume of municipal

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Is inflation definitely dead or simply dormant?

Is inflation definitely dead or simply dormant?

🕔10:15, 1.May 2019

Consequences for central banks I nflation never disappears completely. In history, there have been periods when it was dormant, but revivals have always been painful. What is striking at present is the inability of some countries to boost inflation despite

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What does the current late economic cycle mean for inflation-linked bonds?

What does the current late economic cycle mean for inflation-linked bonds?

🕔12:08, 30.Apr 2019

We believe the current late cycle economic conditions – slower growth and stable inflation – coupled with central banks’ accommodative shift since the beginning of 2019, is creating a positive environment for inflation-linked bonds. In our view, beyond the recent

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Turning Japanese? Thoughts on inflation

Turning Japanese? Thoughts on inflation

🕔14:02, 25.Mar 2019

Japan has had so little inflation in its core consumer price indices that it has just experienced a sobering anniversary: 20 years of zero interest rates. Whether Japan’s experience provides a roadmap for the rest of the developed world is

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Economic and monetary developments

Economic and monetary developments

🕔14:24, 21.Mar 2019

Economic Bulletin Based on a thorough assessment of the economic and inflation outlook, the Governing Council took a series of monetary policy decisions at its monetary policy meeting on 7 March. The weakening in economic data points to a sizeable

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Monetary Policy Report

Monetary Policy Report

🕔09:21, 1.Feb 2019

The Bank’s mandate is to conduct monetary policy to promote the economic and financial well-being of Canadians. Canada’s experience with inflation targeting since 1991 has shown that the best way to foster confidence in the value of money and to

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The ECB Survey of Professional Forecasters (SPF) – First quarter of 2019

The ECB Survey of Professional Forecasters (SPF) – First quarter of 2019

🕔14:32, 25.Jan 2019

Summary The results of the ECB Survey of Professional Forecasters (SPF) for the first quarter of 2019 show downward revisions to inflation and real GDP growth expectations, particularly in the near term1 . HICP inflation expectations stood at 1.5%, 1.6%

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Compass Q1 2019

Compass Q1 2019

🕔17:02, 31.Dec 2018

After a sustained period of almost perfect calm in capital markets, with most assets riding on the coat-tails of a synchronised acceleration in global growth, 2018 has provided a very different experience for investors. While the US economy surged on

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Confronting China

Confronting China

🕔14:04, 28.Dec 2018

Weekly Economic Commentary Over the past few decades, China has transformed itself from a minor economy with little global trade to the world’s largest exporter. China is now commonly referred to as the world’s factory, for good reason. Besides low

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Inflatierisico

Inflatierisico

🕔13:04, 25.Dec 2018

Het doel van pensioenfondsen is om hun deelnemers van een goed en waardevast pensioen te voorzien. Veel pensioenfondsen streven er daarom naar de pensioenen jaarlijks te verhogen met de inflatie. Deze jaarlijkse verhoging wordt indexatie of toeslag genoemd. In de

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The return of the Goldilocks?

The return of the Goldilocks?

🕔10:20, 20.Dec 2018

At the start of the year, I wrote the blog “Goldilocks! What’s next?” reflecting on a great 2017 period in markets, described by many as ‘The Goldilocks’; not too hot and not too cold. All major economies were growing at

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9 Grey Swans for 2019

9 Grey Swans for 2019

🕔14:04, 12.Dec 2018

Special Macro Topics Black swan events are ones that are out of the realms of possibilities at least as envisaged by market participants. For 2018, perhaps the only black swan event was the US-North Korean peace summit in June. As

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US Inflation to Surprise?

US Inflation to Surprise?

🕔13:03, 14.Nov 2018

Strategy Espresso US unemployment has reached a multi-decade low of 3.7% and wage inflation is showing green shoots after a subdued period.1 Some commentators have referenced the expansion in the 1960s as a similar environment. This backdrop could suggest that

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The enduring link between demography and inflation

The enduring link between demography and inflation

🕔13:02, 6.Nov 2018

BIS Working papers Demographic shifts, such as population ageing, have been suggested as possible explanations for the past decade’s low inflation. We exploit cross-country variation in a long panel to identify age structure effects in inflation, controlling for standard monetary

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An unrewarded earnings season

An unrewarded earnings season

🕔13:02, 30.Oct 2018

Weekly Commentary Uncertainty over the sustainability of earnings growth is fueling equity weakness, reinforcing our call for boosting resilience in equity portfolios. Global equities fell amid elevated market volatility. Government bonds and the U.S. dollar rallied, while oil prices declined.

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The ECB Survey of Professional Forecasters (SPF) – Fourth quarter of 2018

The ECB Survey of Professional Forecasters (SPF) – Fourth quarter of 2018

🕔15:16, 26.Oct 2018

Fourth quarter of 2018 The results of the ECB Survey of Professional Forecasters (SPF) for the fourth quarter of 2018 show average inflation expectations of 1.7% for each of 2018, 2019 and 2020, unchanged from the previous survey.1 Average longer-term

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Italy – draft budget for 2019 will be a balancing act for finance minister Tria

Italy – draft budget for 2019 will be a balancing act for finance minister Tria

🕔04:05, 22.Sep 2018

Week ahead Italy draft budget 2019 – Mission Impossible? USA – Where are US interest rates going? Eurozone – Higher inflation forecast for 2019

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Asset Allocation Consensus June

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

In UBP's Monthly #Investment #Outlook they write: "After Q1 global weakness, world growth is expected to stabilise in Q2 and progressively recover moving into 2H19". Read the whole outlook here: https://t.co/jlNTFp5V6M

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