Back to homepage

Tag "inflation"

Can the world economy “afford” this scale of fiscal and monetary stimulus?

Can the world economy “afford” this scale of fiscal and monetary stimulus?

🕔09:50, 31.Mar 2020

The measures being announced are more dramatic than they were after the Great Financial Crash The political agreement reached in the Senate on Tuesday night will probably result in a fiscal injection into the US economy worth $2 trillion, which

Read Full Article
Are markets too optimistic?

Are markets too optimistic?

🕔05:59, 30.Mar 2020

Focus: Markets, stimulus packages, Eurozone inflation This week brought massive gains on the stock markets and yield premiums on the interest rate markets fell for the riskier investments. Spreads on Italian government bonds also fell. The markets have thus reacted

Read Full Article
Viral uncertainty

Viral uncertainty

🕔09:10, 24.Mar 2020

In light of the very dynamic market environment these forecasts are subject to change at any time.

Read Full Article
Recession in Eurozone to weigh further on CEE growth

Recession in Eurozone to weigh further on CEE growth

🕔13:48, 17.Mar 2020

CEE Market Insights  This week, we will see the inflation rate in Croatia as well as labor market data. In Poland, retail sales and industrial growth in February will be published; however, the impact of the coronavirus is still likely

Read Full Article
Central banks at crossroads

Central banks at crossroads

🕔13:34, 4.Mar 2020

Special Report | CEE | Economy Inflation on rise in CEE, central banks get vigilant Inflation rates in CEE are currently among the highest in Europe. The series of upside surprises began in December 2019 and January repeated the pattern. Inflation

Read Full Article
Market fears not subsiding, despite decreasing new Covid-19 infections

Market fears not subsiding, despite decreasing new Covid-19 infections

🕔11:04, 25.Feb 2020

Focus: Covid-19 epidemic, EZ inflation The Covid-19 epidemic has probably passed its peak in China. Chinese authorities have been reporting a decrease in new infections for days. The bond markets, at least, have not yet jumped on this good news.

Read Full Article
Accomodating Inflation

Accomodating Inflation

🕔16:45, 24.Feb 2020

Investment Perspective 2019 turned out to be a fantastic year for risk takers, and even for those heavily invested in bonds. The regularly touted impending recession once again failed to materialize, and the U.S. Federal Reserve moved from tightening policy

Read Full Article
Is inflation Frozen too?

Is inflation Frozen too?

🕔08:33, 24.Feb 2020

 Should the Fed Let it Go t the end of 2019, Frozen II was released to the delight of children who had been counting down the days since the release of the original film in 2013. Their yearning for a

Read Full Article
Uncertainty tempers our enthusiasm

Uncertainty tempers our enthusiasm

🕔10:39, 21.Feb 2020

Allocation views  Our view of global growth has been getting more optimistic over the last few months as signs of stabilization have appeared in many economies. Areas that were notably weak, such as manufacturing in Germany, have turned up somewhat

Read Full Article
Actively diversified: harnessing multiple return sources

Actively diversified: harnessing multiple return sources

🕔13:28, 18.Feb 2020

The long bull market in equities might seem to some like evidence against the benefits of diversification, but we believe now is the time for schemes to consider how diversification, and particularly the inclusion of alternative strategies, could help the

Read Full Article
U.S. equities: we are still neutral

U.S. equities: we are still neutral

🕔11:28, 18.Feb 2020

BII Global weekly commentary We expect U.S. equities to perform in line with global markets this year, even after they have held steady during recent risk selloffs. We see global growth edging higher in 2020, though a broader pickup may

Read Full Article
Growth and inflation in CEE

Growth and inflation in CEE

🕔08:36, 11.Feb 2020

This week in CEE This week, a series of two equally important releases is scheduled: inflation and economic growth in the last quarter. Inflationary pressure remains elevated in the region, as in all countries the headline inflation number should land

Read Full Article
Institutional Quarterly China Chartbook – 4Q19

Institutional Quarterly China Chartbook – 4Q19

🕔12:46, 6.Feb 2020

Key views   Growth: We revise up China real GDP growth forecast to 6.1% YoY in 2020 vs. 5.9% YoY previously considering potential de-escalation of China-US trade tensions and more decisive counter-cyclical efforts in China. Inflation: The potential “deal” between

Read Full Article
FOMC: Interest rates unchanged, liquidity remains high

FOMC: Interest rates unchanged, liquidity remains high

🕔11:57, 31.Jan 2020

Short Note US Fed As expected, the Federal Reserve's interest rate decision-making body (FOMC) has left the key interest rate unchanged at 1.5-1.75%. The current monetary policy is appropriate to support continued economic expansion, a strong labor market and inflation

Read Full Article
Fixed Income Perspectives January 2020

Fixed Income Perspectives January 2020

🕔12:39, 30.Jan 2020

Fixed Income Perspectives Entering the first half of 2020, our portfolios are positioned to reflect six key themes. Political Uncertainty: Slower global growth has exacerbated ongoing tensions arising from the increasingly unequal distributions of income and wealth, fueled in part by global trade

Read Full Article
Testing limits

Testing limits

🕔16:34, 27.Jan 2020

2020 Global Outlook Growth should edge higher in 2020, limiting recession risks. This is a favorable backdrop for risk assets. But the dovish central bank pivot that drove markets in 2019 is largely behind us. Inflation risks look underappreciated, and

Read Full Article
What’s Priced In?

What’s Priced In?

🕔11:54, 27.Jan 2020

Points of View Equities – 2020 earnings growth estimates have held steady so far between 9–11%. This is more in line with our “Turning the Corner” scenario where  economic growth improves in 2020. Risk sentiment as measured by implied volatility remains at subdued levels largely driven by global central

Read Full Article
On the risk of regime shifts

On the risk of regime shifts

🕔09:40, 27.Jan 2020

On the risk of regime shifts The macro debate tends to center on the state of the business cycle and the risk of a recession. We think that this is a too narrow question to ask. We consider a broad

Read Full Article
Equities continue to rise on risk-on sentiment

Equities continue to rise on risk-on sentiment

🕔14:37, 23.Jan 2020

U.S. equities rose for a second consecutive week, with the S&P 500 Index advancing close to 2%. 1 The signing of the U.S./China phase-one trade deal and the ratification of the USMCA trade agreement seems to have removed some significant

Read Full Article
Stabilization amid heightened uncertainties

Stabilization amid heightened uncertainties

🕔14:45, 21.Jan 2020

Allocation views – Perspective from Franklin Templeton Multi Asset Solutions The new year started with a bout of volatility, driven by tensions in the Middle East. US forces assassinated General Qassem Soleimani, leader of Iran’s Revolutionary Guard Corps, which grabbed headlines and

Read Full Article
New information on Strategy Review?

New information on Strategy Review?

🕔15:10, 20.Jan 2020

Week Ahead The ECB’s Governing Council will meet next week. Both the meeting and the following press conference by President Lagarde should be uneventful. In any case, monetary policy is not at issue. New indications regarding the course of the

Read Full Article
20/20-zicht op 2020?

20/20-zicht op 2020?

🕔15:29, 17.Jan 2020

De standaard voor opticiens in de Verenigde Staten is een 20/20-zicht (20/20 vision). Dat geeft aan wat een "normaal" mens zonder oogafwijkingen zou moeten kunnen zien als hij 20 voet van een oogkaart staat. Een 20/20-zicht betekent dat een mens

Read Full Article
Inflation climbing up

Inflation climbing up

🕔07:10, 15.Jan 2020

CEE Market Insights  This week in CEE Throughout the week, we will keep seeing inflation rate figures across CEE countries. In Hungary and Romania, we expect the headline number to land at 4.0% y/y in December, marking a visible increase

Read Full Article
2020 appears tilted to the downside

2020 appears tilted to the downside

🕔07:00, 7.Jan 2020

Major themes driving our views Slower global growth remains a concern Growth momentum is negative, but the consumer remains resilient. Trade disputes are only a symptom of broader, potentially longer-term, tension between the United States and China. With profit margins

Read Full Article
The case for inflation-linked bonds

The case for inflation-linked bonds

🕔16:06, 6.Jan 2020

Mike explains why we favor inflation-linked bonds in both tactical and strategic portfolios. We view inflation risks as underappreciated for 2020 – and beyond. Our base case is for modestly higher U.S. inflation this year, with a risk of upside

Read Full Article

Search

Twitter

Which financial assets are well positioned and which ones are at risk as policy-makers brace for major COVID-19-induced demand shocks? Find out more in this piece.

‘Whatever it takes’: Fiscal Edition -> https://opiniopro.com/2020/03/ubp/whatever-it-takes-fiscal-edition/ #CentralBanks #china #coronavirus #credit #crisis #ECB #fiscalpolicy #fomc #COVID19 via
@UBP_Group

Middle Market Direct Lending: Benefits of Pursuing Both Sponsored and Non-Sponsored Transactions -> https://opiniopro.com/2020/03/franklin-templeton/middle-market-direct-lending-benefits-of-pursuing-both-sponsored-and-non-sponsored-transac/ #Banks #Credit #lending via
@FTI_Global

Eye on the Market: Man vs Nature -> https://opiniopro.com/2020/03/jp-morgan/eye-on-the-market-man-vs-nature/ #centralbanks #Fed #fomc #government via
@jpmorgan

@JPMorganAM

Can the world economy “afford” this scale of fiscal and monetary stimulus? -> https://opiniopro.com/2020/03/opiniopro-selection/can-the-world-economy-afford-this-scale-of-fiscal-and-monetary-stimulus/ #CentralBanks #coronavirus #FED #fiscalpolicy #fomc #inflation #COVID19 via
@Opinio_Pro

Load More...

Search on date

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