Terug naar de HomePage

Tag "inflation"

Draghi determined to lift inflation — but how?

Draghi determined to lift inflation — but how?

🕔17:47, 16.aug 2019

With 2 ½ months left until Mario Draghi steps down as ECB chief, what will be his legacy? On the one hand, he will be forever remembered for those three words “whatever it takes”, which many people credit for having

Lees het volledige artikel
The Fiscal Roots of Inflation

The Fiscal Roots of Inflation

🕔18:04, 14.aug 2019

Unexpected inflation devalues nominal government bonds. It must therefore correspond to a decline in expected future surpluses, or a rise in their discount rates, so that the real value of debt equals the present value of surpluses. I measure each

Lees het volledige artikel
Update on economic and monetary developments

Update on economic and monetary developments

🕔12:01, 9.aug 2019

ECB Economic Bulletin, Issue 5 / 2019 Incoming information since the last Governing Council meeting in early June indicates that, while further employment gains and increasing wages continue to underpin the resilience of the economy, softening global growth dynamics and

Lees het volledige artikel
The ECB Survey of Professional Forecasters (SPF) – Third quarter of 2019

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

🕔10:41, 29.jul 2019

The results of the ECB Survey of Professional Forecasters (SPF) for the third quarter of 2019 show HICP inflation expectations of 1.3%, 1.4% and 1.5% for 2019, 2020 and 2021, respectively.1 This represents downward revisions of 0.1 percentage points for

Lees het volledige artikel
Real Assets Outlook

Real Assets Outlook

🕔17:53, 26.jul 2019

Real Assets Outlook Deflation concerns weigh more on the minds of investors than inflation Inflation fears have been subdued in the market over the past year. Both core CPI and headline CPI have been declining over the past nine months

Lees het volledige artikel
Is it time to buy inflation breakevens?

Is it time to buy inflation breakevens?

🕔16:39, 23.jul 2019

Key points: Performance for inflation-linked bonds has been positive since the start of the year Compared to the current inflation rate, breakevens are trading at a depressed level   Beyond oil prices, stabilisation in economic growth outlook could boost inflation

Lees het volledige artikel
Coffee Break

Coffee Break

🕔10:42, 17.jul 2019

COFFEE BREAK 15-7-2019 De voorbije week in een notendop: – In zijn zesmaandelijkse getuigenis aan het Huis van Afgevaardigden, herhaalde Jerome Powell dat de centrale bank op de passende manier zou optreden, omdat er 'tegenkrachten' zijn die inwerken op de

Lees het volledige artikel
Inflation Signals Holding Up

Inflation Signals Holding Up

🕔13:05, 16.jul 2019

Tell Tail Signs Consistent with signals of the last two months, we see mild inflationary pressures emerging. Until April and May, our forward‑looking options-based measures had been showing no signs of inflation. But we are starting to see clues of

Lees het volledige artikel
Strategist’s Corner: There is Inflation…If You Look Hard Enough

Strategist’s Corner: There is Inflation…If You Look Hard Enough

🕔15:03, 11.jul 2019

Central banks are losing their inflation anchors, as prices rise more slowly than desired. However, one idiosyncratic pocket of inflation is the skyrocketing price for pork, which could impact prices for other meat sources. As a result, certain restaurant categories

Lees het volledige artikel
Logistics: retailers’ new front office

Logistics: retailers’ new front office

🕔02:02, 10.jul 2019

The consumer has taken power in the retail industry which has put retailers on the backfoot and caused a structural rethink of the traditional business model. Omni-channel retail1 has emerged as the likely winning model. It requires a seamless supply

Lees het volledige artikel
Global weekly commentary

Global weekly commentary

🕔14:01, 9.jul 2019

Weekly commentary Key points 1 We downgrade our growth outlook and prefer a modestly more defensive investing stance amid rising macro uncertainty. 2 Global stocks rose last week, with the U.S. benchmark marching to a new record. Global bond yields

Lees het volledige artikel
Disappointing growth, low inflation and political uncertainty push central banks into action

Disappointing growth, low inflation and political uncertainty push central banks into action

🕔11:02, 9.jul 2019

Macro Economic Update Global growth currently hovers around 2.5% with confidence indicators pointing to still slower economic gains in the near future. Manufacturing continues to feel the burn with new orders contracting at the fasted pace in almost seven years.

Lees het volledige artikel
What’s up with inflation?

What’s up with inflation?

🕔13:02, 5.jul 2019

US Watch Core inflation continues to disappoint to the downside, despite an apparently tight labour market While some transitory factors are at work, and base effects should push core PCE back near the Fed’s 2% target by year-end…

Lees het volledige artikel
No more patience?

No more patience?

🕔15:00, 27.jun 2019

Last month, we argued that it was all going to be about politics from now onwards. And indeed, May and June have not been short of unexpected political developments – and tweets. However, mixed economic data has also raised new

Lees het volledige artikel
Turkey: inflation, exchange rate’s pass-through and monetary policy

Turkey: inflation, exchange rate’s pass-through and monetary policy

🕔15:00, 26.jun 2019

Thematic paper Despite a huge collapse in activity, the Turkish inflation is still flirting with 20% yoy and the main monetary policy rate is stuck at 24% for 8 months. Since the beginning of the year, fiscal policy has been

Lees het volledige artikel
The risk of too little inflation

The risk of too little inflation

🕔07:02, 25.jun 2019

Low inflation may sound appealing, but as Russ explains, it has drawbacks for investors. By any account the U.S. equity market is having a stellar year. Stocks have benefited from easier financial conditions, which have in turn pushed up market

Lees het volledige artikel

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

Lees het volledige artikel
2 ND QUARTER 2019 Investment Landscape

2 ND QUARTER 2019 Investment Landscape

🕔11:02, 17.jun 2019

Recent Verus research A neutral risk stance may be appropriate in today’s environment All major asset classes delivered positive performance in  Q1, a refreshing change of pace from broad‐based losses  experienced in 2018. p. 46 Economic conditions around the world have exhibited a  weakening trend, leading to the question of whether a turn  in the economic cycle is near. The first quarter was more  mixed with strength in places, easing some concern. We  remain watchful of this weakening trend, but believe the  economy and market may have more room to run. p. 17

Lees het volledige artikel
Applied philosophy

Applied philosophy

🕔19:02, 23.mei 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

Lees het volledige artikel
Big Data Is Changing Inflation

Big Data Is Changing Inflation

🕔07:00, 18.mei 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

Lees het volledige artikel
Why Is Inflation So Low?

Why Is Inflation So Low?

🕔14:02, 13.mei 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

Lees het volledige artikel
Outlook for economy recovers only slowly

Outlook for economy recovers only slowly

🕔04:05, 11.mei 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

Lees het volledige artikel
Can the gold industry return to the golden age?

Can the gold industry return to the golden age?

🕔17:02, 2.mei 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

Lees het volledige artikel
Central banks support a sharp market rebound

Central banks support a sharp market rebound

🕔15:02, 2.mei 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

Lees het volledige artikel
Q2 2019 OUTLOOK & REVIEW

Q2 2019 OUTLOOK & REVIEW

🕔15:02, 2.mei 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

Lees het volledige artikel

Zoek

Asset Allocation Consensus Augustus

Evenementen

  1. 3de nazomer ETF BBQ

    september 4 @ 17:00 - 21:00
  2. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  3. BASEL IV, Uitdagingen in de Praktijk

    september 5 @ 15:30 - 19:00
  4. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  5. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30

Twitter

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

Columbia Threadneedle writes: "Core #governmentbond #yields continued their lurch lower as volatility remained elevated, driven by further escalation in trade rhetoric and..." - Read the whole article here: https://t.co/65rGTbksaz #assetallocation

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

Load More...

Zoek op datum

augustus 2019
M D W D V Z Z
« jul    
 1234
567891011
12131415161718
19202122232425
262728293031