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Rising Tension Between U.S. and China Elevates Trading Issues

Rising Tension Between U.S. and China Elevates Trading Issues

🕔11:30, 10.Jul 2020

U.S. measures could increase oversight of Chinese companies “Tough on China” policies could limit trading of Chinese securities on U.S. exchanges. Pressure mounts to subject Chinese companies to the same accounting scrutiny faced by other public companies traded in the U.S.

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Downgrading U.S. equities to neutral

Downgrading U.S. equities to neutral

🕔09:58, 10.Jul 2020

We downgrade U.S. equities to neutral after a strong run amid surging COVID-19 cases and risks of fading fiscal stimulus. We are tracking the interplay of containment measures and mobility changes on activity as economies have started to reopen. Markets

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Nordea AM – Webinar – Morning Espresso

🕔10:00, 8.Jul 2020

Webinar – Morning Espresso Join us for a lively discussion with Joseph Cantwell, Co-Head of the Global Fixed Income Group at MacKay Shields, PM of Nordea’s US Corporate Bond Strategy. He will discuss how the unprecedented move by the Fed to support

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Stocks began last week on a strong note

Stocks began last week on a strong note

🕔12:53, 7.Jul 2020

Weekly Market Recap Stocks began last week on a strong note, although there was no clear catalyst behind the gains. Worries remained about the continuing resurgence of the coronavirus across the South and Southwest, and governors in several states …

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US Policy-makers looking for a plan B

US Policy-makers looking for a plan B

🕔09:53, 7.Jul 2020

Research & Strategy Insights  The re-acceleration of the covid epidemic in the US is a month-old now, but last week for the first time some real-time data reflected a relapse in activity. This is still very mild and nowhere near

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US Presidential Election Comes into Focus

US Presidential Election Comes into Focus

🕔15:10, 6.Jul 2020

Betting markets have seen a dramatic narrowing in the re-election prospects for US President Donald Trump following the onset of the US phase of the global Coronavirus crisis leaving them pricing …

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The second wave of Covid-19

The second wave of Covid-19

🕔07:57, 30.Jun 2020

The Week Ahead  The second wave of Covid-19 Equity markets are under some pressure resulting from fear of a second wave of Covid-19 as investors eye Midwestern states, Florida and South America. This could mean further lockdowns in some states

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Labor’s Lost: The Long Road to Jobs Recovery

Labor’s Lost: The Long Road to Jobs Recovery

🕔11:22, 29.Jun 2020

Aerial View The economy is facing three kinds of headwinds from COVID-19 simultaneously: a demand shock as spending drops, a supply shock as …

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Asset Allocation View

Asset Allocation View

🕔14:59, 26.Jun 2020

Market Update   Despite economic data having weakened substantially the equity rally in the US has continued unabated, with markets up over 30% from their lowest point in late March. Meanwhile, policymakers have …

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Treasury yields end virtually unchanged despite an active week

Treasury yields end virtually unchanged despite an active week

🕔14:36, 24.Jun 2020

Weekly Fixed Income Commentary​ U.S. Treasury yields ended the week only slightly lower, masking the week’s volatility.1 Rates rose early in the week, led by longer maturities, when the Federal Reserve (Fed) announced it would begin purchasing individual corporate bonds.

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Beyond the mechanical rebound

Beyond the mechanical rebound

🕔09:25, 9.Jun 2020

Research & Strategy Insights  We think at this stage the gyrations in economic activity merely reflect the mechanical supply-side reactions to the changes in the lockdown constraints. These movements – for instance the unexpected decline in US unemployment last Friday

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Weekly Market Recap

Weekly Market Recap

🕔08:41, 9.Jun 2020

Upside surprises in labour market data appeared to drive much of last week’s positive sentiment. Stocks rose sharply on Wednesday, following a much smallerthan-expected decline in ADP’s tally of monthly payrolls. The payroll processing …

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The great market detachment from reality

The great market detachment from reality

🕔17:01, 8.Jun 2020

Cross Asset Investment Strategy The dichotomy between the false market tranquillity and the high level of uncertainty about the length of the crisis and its long-term implications is striking. In our view, we are …

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Massive misjudgment of US labor market

Massive misjudgment of US labor market

🕔10:12, 8.Jun 2020

Week Ahead  Focus: US labor market report, FOMC meeting, EZ GDP forecast, AT GDP forecast  Expectations for the labor market in May were grossly misjudged, even considering the extreme environment. The unemployment rate was reported at 13.3%. This is 1.4

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Fiscal and Monetary Collaboration: So Complex, It’s Really Very Simple

Fiscal and Monetary Collaboration: So Complex, It’s Really Very Simple

🕔13:12, 4.Jun 2020

To help buffer their economies from the damage caused by Covid-19, most countries have launched both fiscal and monetary policy thrusts. While driven by common objectives, the optics of these moves – with fiscal authorities issuing massive amounts of debt

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Monthly OpinioPro Statistics – May 2020

Monthly OpinioPro Statistics – May 2020

🕔12:05, 4.Jun 2020

May In this blogpost, we will update you on our monthly best-reads and longest-reads. If you follow our weekly blogposts, you know the best read research articles on a weekly basis. In this monthly overview, we provide you with a

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Systematic Fixed Income Outlook Q2 2020

Systematic Fixed Income Outlook Q2 2020

🕔11:06, 4.Jun 2020

Investing without a parachute In the wake of the coronavirus crisis, the U.S. bond market finds itself flirting with negative interest rates and bumping up against the “zero lower bound”—calling into question the ability of bonds to provide ballast in

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The effectiveness and impact of the US policy response

The effectiveness and impact of the US policy response

🕔09:57, 4.Jun 2020

The international policy response to the severe shock that the COVID-19 pandemic has delivered to the global economy has been immense. Total fiscal stimulus has exceeded $8tn, while international central banks have made 139 separate policy rate cuts1 so far

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Labor market specifics in CEE

Labor market specifics in CEE

🕔14:07, 2.Jun 2020

Special Report | CEE | Economy The CEE labor market may seem barely affected by the virus if compared with a dramatic increase, first, in US jobless claims, and then the unemployment rate within a very short period of time.

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Weekly Market Recap

Weekly Market Recap

🕔10:00, 2.Jun 2020

Optimism about the gradual reopening of the global economy seemed to be the primary driver of sentiment last week. As restrictions on public gatherings continued …

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T. Rowe Price – Webinar – The Evolution of Secular Growth During the Pandemic

🕔17:00, 27.May 2020

Webinar – The Evolution of Secular Growth During the Pandemic Many of the companies that were dominating markets and driving innovation before the pandemic have only strengthened their lead as consumers rely more than ever on the digital economy. Others

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Hamilton has not sung yet

Hamilton has not sung yet

🕔11:15, 26.May 2020

Research & Strategy Insights  While the market is understandably more sensitive to the newsflow around a potential vaccine than to economic data, we still focus on the “background noise” which is likely to accompany the mechanical rebound  …

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Economic and Political Backdrop

Economic and Political Backdrop

🕔10:11, 26.May 2020

Weekly Market Recap Stocks started last week strong, helped by news of encouraging early test results for a possible coronavirus vaccine. Moderna Therapeutics announced that its …

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Layers of Uncertainty

Layers of Uncertainty

🕔15:13, 25.May 2020

US Economic Outlook As an economist one has to live with uncertainty. Perhaps, that is why many economists have fallen in love with statistics and mathematics, as they promise at least some clarity. And, depending …

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Ready or not, normal here we come: but hard to find for many

Ready or not, normal here we come: but hard to find for many

🕔12:00, 25.May 2020

Americas CIO View The severe economic damage of widespread non-essential activity lockdowns to U.S. and European economies is moving behind, but we expect a slow recovery with elevated …

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"#US #Policy-makers looking for a plan B" -> https://www.opiniopro.com/2020/07/axa/us-policy-makers-looking-for-a-plan-b/

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