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Monthly Market Update | August 2019

Monthly Market Update | August 2019

🕔17:42, 16.aug 2019

The Federal Reserve lowered its target policy rate for the first time in over a decade, ending one of the longest hiking cycles in the past 30 years. While the cumulative increase in the federal funds rate of 225 basis

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Currencies, curves and cuts… Markets at a glance

Currencies, curves and cuts… Markets at a glance

🕔11:36, 14.aug 2019

Core government bond yields continued their lurch lower as volatility remained elevated, driven by further escalation in trade rhetoric and the unexpected re-fixing of the Chinese yuan fix to above 7. This retaliatory action led the US Treasury to formerly

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Charting China Monthly Review

Charting China Monthly Review

🕔12:08, 13.aug 2019

What happened in the past month? High frequency data points to retreat in both IP and retail sales growth in July. Property and land markets soften. July IPP coal consumption growth declined to -16% YoY from -10% YoY in June.

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Index Dashboard: Europe July

Index Dashboard: Europe July

🕔11:45, 2.aug 2019

 Index Dashboard: Europe

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Review of markets over July 2019

Review of markets over July 2019

🕔17:29, 1.aug 2019

After an exceptionally strong start to the year, financial markets paused for breath in July, with most asset classes delivering muted returns. The Federal Reserve (the Fed) lowered US interest rates for the first time in 11 years, and the

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Andrew Slimmon Equity Market Commentary

Andrew Slimmon Equity Market Commentary

🕔17:18, 19.jul 2019

Monthly Commentary | June 2019 On the surface, I am surprised this most recent correction was so muted:

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Don’t fight the Fed

Don’t fight the Fed

🕔15:02, 5.jul 2019

Multi Asset Monthly Despite the trade truce between the US and China concluded during the G20, there is still a considerable risk that the lingering uncertainty will continue to dampen business confidence and capex spending. To the extent that this

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A Long Restructuring for Global Trade

A Long Restructuring for Global Trade

🕔13:02, 5.jul 2019

Like most periods of economic transition, the current rethinking and reshaping of global supply chains — heightened by US-China trade tensions, but begun earlier — is marked by uncertainty, lack of clarity, and even questions about whether it is actually

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Index Dashboard: Europe

Index Dashboard: Europe

🕔11:02, 2.jul 2019

Index Investment Strategy

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Charting China Monthly Review

Charting China Monthly Review

🕔11:02, 1.jul 2019

What happened in the past month? Industrial activity growth appears to have recovered moderately from the weak growth in May. Property transaction volume in large cities held up. IPP coal consumption growth recovered to -9% YoY in June from -19%

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June 2019: Market news and expert views

June 2019: Market news and expert views

🕔19:02, 30.jun 2019

The markets at a glance The resurgence of the US-China trade dispute has seen a problem leap back onto the agenda of the capital markets that many thought was as good as solved. Experience tells us that provocative broadsides by

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Investment Monthly – June 2019

Investment Monthly – June 2019

🕔17:02, 30.jun 2019

Still reasonable global growth A combination of a reasonable global growth, policy support, and good relative valuations support overweight positions in selected fixed income and equity markets

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Multi-asset investments views – July 2019 – Will the Fed lose patience?

Multi-asset investments views – July 2019 – Will the Fed lose patience?

🕔15:10, 24.jun 2019

Not for Retail distribution: this document is intended exclusively for Professional, Institutional, Qualified or Wholesale Investors / Clients, as defined by applicable local laws and regulation. Circulation must be restricted accordingly Our views US monetary policy outlook appears increasingly  dependent

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Monthly Market Monito

Monthly Market Monito

🕔17:02, 13.jun 2019

June 2019 Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful

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Increased risk requires a cautious attitude

Increased risk requires a cautious attitude

🕔11:03, 11.jun 2019

Cross Asset Investment Strategy After weeks of relative stability, the threat of a trade war has returned, shaking investor confidence and awakening markets from complacency. However, while there is still a significant optimism in the market that a deal can

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Our Monthly Market Analysis And Positioning

Our Monthly Market Analysis And Positioning

🕔15:03, 6.jun 2019

The month of May was tough rather than merry. After many stock exchanges touched new record highs, the impulsive U.S. trade policy sent both equities and bond yields on a downward slide. The summer could be uncomfortably hot.

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Falling off a wall of worry?

Falling off a wall of worry?

🕔15:03, 6.jun 2019

In Credit June  Yields have plunged in the US, Europe and the UK. Hopes of a successful resolution to the trade dispute between the US and China have been replaced by increasing intransigence from both sides and the threat of

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Charting China Monthly Review

Charting China Monthly Review

🕔15:02, 6.jun 2019

What happened in the past month? Industrial activity growth appears to have softened in May – domestic construction activities remained stable while export demand dropped sharply after the US tariff hike on May 10. Property transaction volume held up in

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Review of markets over May 2019

Review of markets over May 2019

🕔13:02, 4.jun 2019

For much of this year, equity markets have enjoyed a healthy climb, assisted by a dovish tilt from central banks, as well as the possibility of a trade deal between the US and China. As we entered May, the S&P

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Increased risk requires a cautious attitude

Increased risk requires a cautious attitude

🕔13:02, 4.jun 2019

Global Investment Views  After weeks of relative stability, the threat of a trade war has returned, shaking investor confidence and awakening markets from complacency. However, while there is still a significant optimism in the market that a deal can be

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S&P Global Equity Indices Monthly Update

S&P Global Equity Indices Monthly Update

🕔11:02, 4.jun 2019 Lees het volledige artikel
Review of markets over May 2019

Review of markets over May 2019

🕔17:29, 3.jun 2019

For much of this year, equity markets have enjoyed a healthy climb, assisted by a dovish tilt from central banks, as well as the possibility of a trade deal between the US and China. As we entered May, the S&P

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Index Dashboard: Dispersion, Volatility & Correlation

Index Dashboard: Dispersion, Volatility & Correlation

🕔13:02, 3.jun 2019

The rising correlations reflected the market’s increased concerns of a global economic slowdown. That neither correlations nor benchmark volatility rose much above average was indicative of the month’s other major theme: the escalating trade war between the U.S. and China

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Monthly Market Monitor

Monthly Market Monitor

🕔15:03, 2.jun 2019

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in

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PM May resignation and European elections outcome could precipitate several local snap elections while trade war tensions still looming

PM May resignation and European elections outcome could precipitate several local snap elections while trade war tensions still looming

🕔14:58, 27.mei 2019

European elections see relatively high turnout and fragmentation. Turnout surprised on the upside, at its highest in 20 years (50.5% versus 43% in 2014), suggesting that most Europeans are still interested in politics and Europe. The two historical formations –

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