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Tag "inflation"

Monthly Must-Reads

Monthly Must-Reads

🕔09:28, 1.Jul 2020

A compilation of thought-provoking insights produced by Man Group during the month. Inflation Regime Roadmap Teun Draaisma, Ben Funnell and Henry Neville from Man Group’s DNA team study the history of inflationary regimes, and conclude that current extremes in deflation,

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Inflation: persistent headwinds but a possible inflationary cocktail

Inflation: persistent headwinds but a possible inflationary cocktail

🕔08:02, 11.Jun 2020

Since the beginning of the coronavirus pandemic, all eyes have been on the unfolding health catastrophe and the consequences of confinement: economies halted, exploding rates of unemployment (in particular in the United States), and rising debt levels. In this extraordinary

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Pensioen Pro – Webinar – Naar een nieuw strategisch beleggingsbeleid?

🕔13:00, 3.Jun 2020

Webinar – Naar een nieuw strategisch beleggingsbeleid? De coronacrisis stelt pensioenfondsen voor buitengewoon lastige vragen. Pensioen Pro gaat op zoek naar antwoorden in een serie interactieve live-uitzendingen. U kijkt vanuit huis (of kantoor) mee en u kunt direct reageren en

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After the Virus: A Binary World

After the Virus: A Binary World

🕔08:10, 3.Jun 2020

As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward. We seek to share the insights of our

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Current opportunities in the TIPS market

Current opportunities in the TIPS market

🕔15:22, 27.May 2020

Treasury Market Dislocations This past month market volatility and risk premiums rose to levels not seen since the global financial crisis of 2008- 2009. Sparked by a global collapse in activity in response to the Coronavirus pandemic, the increase in

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Rebuttal to Carmen Reinhart and Kenneth Rogoff’s proposal that Emerging Markets suspend debt payments

Rebuttal to Carmen Reinhart and Kenneth Rogoff’s proposal that Emerging Markets suspend debt payments

🕔14:49, 22.May 2020

Market Commentary This is not the first time that Carmen Reinhart has cried wolf. As recently as May 2018, she argued in a Bloomberg interview that rising US inflation and US rate hikes would sink EM, because “more than two-thirds

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Sentiment should brighten in May

Sentiment should brighten in May

🕔09:38, 18.May 2020

Week Ahead Focus: Eurozone PMI data, Eurozone inflation  Looking ahead to next week (May 21), a first flash estimate of PMI data for the manufacturing and service sectors in the Eurozone, Germany and France for May will be released. In

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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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Compass Spring 2020

Compass Spring 2020

🕔14:55, 13.May 2020

It’s been a breathtaking start to the year in capital markets. A global pandemic looks to be about to end the longest US expansion in well over a century, with a global recession now expected by many. Difficult times lie

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The ECB Survey of Professional Forecasters

The ECB Survey of Professional Forecasters

🕔15:50, 12.May 2020

The results of Q2 2020 ECB Survey of Professional Forecasters (SPF) have to be seen in the context of the outbreak of the coronavirus (COVID-19) pandemic and subsequent mitigation measures. 1 Expectations for euro area inflation, growth and unemployment were

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Op weg naar een gezonde samenleving: wie gaat dat betalen?

Op weg naar een gezonde samenleving: wie gaat dat betalen?

🕔07:52, 12.May 2020

ACTIAM Perspective In Nederland begint de kritiek op de steunmaatregelen en de lockdown toe te nemen. Een teken dat de ergste coronaschok achter de rug is. We gaan ons weer druk maken over andere zaken. Over hoe bedrijven gered moeten

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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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Slowly out of limbo

Slowly out of limbo

🕔14:54, 27.Apr 2020

Monthly Investment Strategy Key points As some capacity is being re-created in healthcare systems, exiting lockdown by mid-May looks doable. We think it will be a subdued rebound though, and economic policy will need to help “for the long haul”.

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Too Soon? Pandemic Policy Response Raises Risk of Inflation

Too Soon? Pandemic Policy Response Raises Risk of Inflation

🕔12:14, 20.Apr 2020

Now is too soon to worry about inflation from a public policy perspective given the immediate humanitarian need for disaster relief. Many millions of newly unemployed people need cash now to pay bills and just to buy food for themselves

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Guide to Alternatives

Guide to Alternatives

🕔16:53, 17.Apr 2020

Market Insights  Powerpoint by JP Morgan Asset Management

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Economic and Strategy Viewpoint

Economic and Strategy Viewpoint

🕔16:46, 17.Apr 2020

Q2 2020 The coronavirus casts a dark shadow over the world economy by threatening to derail the revival in growth which began in the latter part of 2019. Economic indicators up to January continued to show a steady improvement in

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Uncertainty and opportunity

Uncertainty and opportunity

🕔16:45, 17.Apr 2020

In this issue, we describe a framework to help us work through a sharp deterioration in market sentiment. As policymakers are called upon to provide support to the global economy, we focus on how the evolving macroeconomic backdrop is affecting

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Too Soon? Pandemic Policy Response Raises Risk of Inflation

Too Soon? Pandemic Policy Response Raises Risk of Inflation

🕔15:45, 16.Apr 2020

Now is too soon to worry about inflation from a public policy perspective given the immediate humanitarian need for disaster relief. Many millions of newly unemployed people need cash now to pay bills and just to buy food for themselves

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CEE Market Insights Inflation in CEE

CEE Market Insights Inflation in CEE

🕔09:39, 15.Apr 2020

The week after Easter brings inflation releases across the region. For all of the countries, we expect to see easing inflation numbers in March. Such a development is mostly the outcome of the low oil price. On the other hand,

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Hardnekkig lage rentes: hoe omgaan met het nieuwe normaal?

Hardnekkig lage rentes: hoe omgaan met het nieuwe normaal?

🕔07:04, 3.Apr 2020

VBA Journaal Begin september vorig jaar bereikte de rente op tienjarige Nederlandse staats obligaties een dieptepunt van -0,6%. Hierdoor kwam de lage rentestand al snel als onderwerp op onze redactie- tafel. Onze zorg was echter dat de rente bij het verschijnen

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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

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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

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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.

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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

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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

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