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Tag "inflation"

State Street event – 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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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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Multi-asset inflation hedging portfolios

Multi-asset inflation hedging portfolios

🕔15:03, 14.Sep 2018

The advantages of taking a diversified approach to hedging against inflation – the theory and the practice.  Over the last two years, inflation has moved up from around 0% to closer to 2.5% in the US and to 2% in

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Rising but uneven pricing power in the Eurozone and the implications for credit

Rising but uneven pricing power in the Eurozone and the implications for credit

🕔14:04, 12.Sep 2018

Research & Strategy Insights Core inflation in the Eurozone has been modestly normalising since mid-2015. Splitting the Consumer Price Index basket at the micro level confirms that the ongoing normalisation has been largely supported by cyclically-priced sectors and should therefore

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How did inflation develop in August?

How did inflation develop in August?

🕔04:05, 25.Aug 2018

Week ahead Next week (August 31) the flash estimate of Eurozone inflation for August will be released. In July, headline inflation rose to +2.1% y/y (prev. +2.0% y/y). The development of energy prices (+9.5% y/y) remained the main driver of

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Good behaviour

Good behaviour

🕔11:02, 9.Aug 2018

HouseView UK growth holding up well despite Brexit fears, but growth path is moderating Sterling stabilization has enabled start of inflation normalization Bank of England intends to continue with gradual hiking, but chaotic Brexit process could ultimately stop this

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Asset Class Forecasts Jul2018

Asset Class Forecasts Jul2018

🕔09:13, 2.Aug 2018

Medium and Long-Term Return Forecasts | Q3 – 2018  The current global expansion is set to run until 2020, with above potential growth in most countries in 2018 and 2019. However, the global GDP growth has started to decelerate and

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:02, 29.Jul 2018

Global markets and multi-asset portfolios The market’s perception of risks to the U.S. inflation outlook has fluctuated widely since mid-2017. After a period of downside surprises that supported a bond market rally, higher inflation prints around the turn of the

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:02, 29.Jul 2018

Global markets and multi-asset portfolios The market’s perception of risks to the U.S. inflation outlook has fluctuated widely since mid-2017. After a period of downside surprises that supported a bond market rally, higher inflation prints around the turn of the

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Het inflatierisico van pensioenfondsen

Het inflatierisico van pensioenfondsen

🕔13:02, 24.Jul 2018

Meer Inflation linked bonds in de portefeuille voor een waardevast pensioen  Sinds de economische crisis is de inflatie erg laag. De economie is inmiddels hersteld en sommige economieën draaien op volledige werkgelegenheid. De inflatiedruk en daarmee de inflatierisico’s nemen toe.

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Monetary Policy Report, July 13, 2018

Monetary Policy Report, July 13, 2018

🕔09:32, 19.Jul 2018

Statement on Longer-Run Goals and Monetary Policy Strategy​ Adopted effective January 24, 2012; as amended effective January 30, 2018 The Federal Open Market Committee (FOMC) is firmly committed to fulfilling its statutory mandate from the Congress of promoting maximum employment, stable prices,

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Expect the bumpy journey to continue

Expect the bumpy journey to continue

🕔15:04, 12.Jul 2018

CIO Investment Outlook Investors have been buffeted by a large number of negative headlines in 2018. We remain of the view that tightening global liquidity conditions are likely to exacerbate market volatility.  As we highlighted in our year ahead outlook,

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