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Q4 2019 Outlook & Review

Q4 2019 Outlook & Review

🕔15:51, 21.okt 2019

 Escalating geopolitical risks and increased monetary easing have elevated both the upside and downside risks for the global economy. As such, it is currently very difficult to determine which force will gain the upper hand. The greatest threat to the

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Monthly Market Monitor October 2019

Monthly Market Monitor October 2019

🕔12:58, 21.okt 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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Cautious Expectations for Trade Negotiations

Cautious Expectations for Trade Negotiations

🕔08:03, 21.okt 2019

We have relatively cautious expectations for this week’s U.S./China trade negotiations. A potential truce or de-escalation in the trade war is a “good news” card for President Trump, and he could wait for additional political developments over the next six

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A Tale of Two Halves

A Tale of Two Halves

🕔09:33, 18.okt 2019

Despite an optimistic start to September, mixed geopolitical developments weighed on investor sentiment over the month. Trade tensions between the U.S. and China eased somewhat as September began: China exempted certain U.S. agricultural products from additional tariffs, and President Donald

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A matter of time

A matter of time

🕔07:45, 18.okt 2019

As demand for duration sends US Treasury yields down towards 1.50%, we look at the factors that could potentially push rates through this key psychological level.

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Talking Points – Weekly Highlights

Talking Points – Weekly Highlights

🕔13:59, 17.okt 2019

Broad market volatility spilled into the loan market this week, as the S&P/LSTA Leveraged Loan Index (the “Index”) lost -0.41% for the five business days ended Oct. 10, led lower by a 51 basis points reduction in the Index bid

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Market Flash: After The Last Week’s Drop Stocks Rebounded

Market Flash: After The Last Week’s Drop Stocks Rebounded

🕔10:41, 17.okt 2019

Equity markets rebounded this week while bonds experienced a correction. Investors continue to attempt to gauge the reality of the deterioration in global manufacturing activity and the impact of the countermeasures in the form of monetary and fiscal support. Short-term

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Weekly Economic Commentary

Weekly Economic Commentary

🕔08:39, 17.okt 2019

The fourth-quarter holiday seasons have expanded to unacceptable lengths. I noticed Halloween candy for sale in August, Thanksgiving cards out in September, and Christmas decorations on the shelves…virtually year-round. I realize the commercial aspects of these occasions have taken on

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Below the waterline.

Below the waterline.

🕔07:32, 17.okt 2019 Lees het volledige artikel
Quarterly Market Commentary 3Q 2019  – The Roller Coaster

Quarterly Market Commentary 3Q 2019 – The Roller Coaster

🕔13:37, 14.okt 2019

Investors rode a veritable roller coaster during the quarter, navigating the hills and valleys of global monetary policy, growing geopolitical risk and quickly shifting sands of trade. Most notably, the sharp and steep upward lurch in global bond prices presented

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Credit Markets Weekly

Credit Markets Weekly

🕔07:58, 14.okt 2019

Bonds continue to be sought after, despite ever longer maturities sporting negative yields. In addition to economic uncertainties caused by the trade war and Brexit, liquidity shortages in US repo markets requiring supportive interventions by the Fed have recently unnerved

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What happened in the past month? Charting China Monthly Review 3Q growth tracking lower, counter-cyclical efforts falling short of expectations

What happened in the past month? Charting China Monthly Review 3Q growth tracking lower, counter-cyclical efforts falling short of expectations

🕔11:01, 11.okt 2019

IP growth edged up from the lows in July-August, but remained relatively weak. 3Q GDP growth tracks lower. Demand indicators appear to be stabilizing at a relatively weak level. Following the weak IP growth (4.4% & 4.8% YoY) in July-August,

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Review of markets over the third quarter of 2019

Review of markets over the third quarter of 2019

🕔09:56, 11.okt 2019

After a difficult summer for risk assets, investors returned from their holidays in a bullish mood and drove equities higher in September, leaving global equities broadly flat for the quarter. The quarter was marked by a continued slowdown in the

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Market Flash – The stock market plunges: is it a feeling of déjà vu?

Market Flash – The stock market plunges: is it a feeling of déjà vu?

🕔10:50, 10.okt 2019

Apart from a technical lift on the last day of the third quarter, markets retreated as a fresh wave of bad political and economic news arrived. Both industrial and services ISM data fell much more than consensus expectations. Manufacturing ISM

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Weekly Economic Commentary

Weekly Economic Commentary

🕔09:45, 10.okt 2019

Argentina and the IMF: A Bad Case of Déjà Vu Congressional Distractions Will Limit U.S. Economic Policy Capital Flows Get Drawn Into the Trade War

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A review of global markets and portfolio positioning in Q3

A review of global markets and portfolio positioning in Q3

🕔17:56, 9.okt 2019

The third quarter presented conditions in which even the most seasoned of investors rightly feared being whipsawed. Manufacturing data showed an ever-worsening global activity outlook yet the S&P 500, while range-bound, traded near its highs. Investors also observed a seemingly

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Why earnings season matters

Why earnings season matters

🕔16:56, 9.okt 2019

We see third-quarter earnings season offering some limited support to U.S. stocks in the near term, as a growth rebound is months away. Signs of weakening economic activity beyond the manufacturing sector have revived concerns about the growth backdrop. U.S.-China

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Quarterly markets review – Q3 2019

Quarterly markets review – Q3 2019

🕔13:43, 9.okt 2019

A review of markets in Q3, when economic data pointed to an ongoing slowdown and central banks in the US and Europe eased monetary policy.  It was a mixed quarter for shares, with developed markets making small gains while emerging

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A preview of third-quarter earnings season

A preview of third-quarter earnings season

🕔07:36, 9.okt 2019

We see third-quarter earnings season offering some limited support to U.S. stocks in the near term, as a growth rebound is months away. Kurt explains. Equities have stumbled this month, as weak economic data has revived recession fears. This comes

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PessimISM…

PessimISM…

🕔16:29, 8.okt 2019

Core government bond yields were lower last week and are back to close to the recent lows. They were pushed along this path by lower manufacturing sentiment indices. Specifically, the release of PMI data in the US reinforced the idea

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Index Dashboard: S&P Europe 350

Index Dashboard: S&P Europe 350

🕔13:00, 8.okt 2019

Despite slowing growth in Europe’s economic heartlands and ongoing “Brexit” uncertainty, the markets were cheered after the European Central Bank extended its deposit rate further into negative territory and announced another round of asset purchases.

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Market Flash: The Geopolitical Context Remains Uncertain

Market Flash: The Geopolitical Context Remains Uncertain

🕔13:49, 3.okt 2019

Once again, markets danced to the tune of developments in US politics and the trade war. The Democrats started a pre-impeachment procedure against Donald Trump. Washington is still looking for a broad agreement with Beijing, one that goes beyond simply

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‘Gold is money. Everything else is credit.’

‘Gold is money. Everything else is credit.’

🕔17:44, 2.okt 2019

Government bonds enjoyed another strong week with yields lower in the key areas. The release of PMI data in Europe offered little in the way of good news. It showed that the manufacturing downturn has taken another leg lower, driven

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Index Dashboard: Europe

Index Dashboard: Europe

🕔17:02, 1.okt 2019

S&P Dow Jones Indices 

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Review of markets over the third quarter of 2019

Review of markets over the third quarter of 2019

🕔16:29, 1.okt 2019

After a difficult summer for risk assets, investors returned from their holidays in a bullish mood and drove equities higher in September, leaving global equities broadly flat for the quarter. The quarter was marked by a continued slowdown in the

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Zoek

Asset Allocation Consensus September

Twitter

The integration of #ESG criteria often has a greater impact for emerging countries. Find out why in an interview with our expert #Karine_Jesiolowski (via @allnews_ch).

Low interest rates drive housing market -> https://t.co/XjhuRim2P7 #Interest #mortgages via @ABNAMROeconomen

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