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Cross Asset Investment Strategy June

Cross Asset Investment Strategy June

🕔10:14, 15.Jun 2019

Cio views Increased risk requires a cautious attitude This month’s topic: the 2020 us presidential election: another close race?

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Week Ahead | Major Markets | Eurozone

Week Ahead | Major Markets | Eurozone

🕔04:04, 15.Jun 2019

The outcome of the FOMC's upcoming meeting is uncertain and will therefor receive a lot of attention. The crucial question will be how the Federal Reserve will react to the escalation of the trade war with China and thus to

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The US-China Trade Conflict: How Long Will This Keep Going On?

The US-China Trade Conflict: How Long Will This Keep Going On?

🕔11:03, 11.Jun 2019

Investment Strategy Insights Most emerging countries are economically fragile when entering the World Trade Organization (WTO) and are granted leniencies not available to developed countries. As China grew within the WTO to an economic superpower, it became clear that the

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Nieuwe zet in handelsconflict

Nieuwe zet in handelsconflict

🕔15:04, 8.Jun 2019

Politieke risico’s domineren Geopolitieke risico’s eisten de afgelopen maanden weer een hoofdrol op. Het handelsconflict tussen de Verenigde Staten en China escaleerde, terwijl een oplossing juist binnen handbereik leek. Het geschil tussen beide landen draait om meer dan handel alleen.

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US vs. China: Trade War Looming, or Overstated Hysteria?

US vs. China: Trade War Looming, or Overstated Hysteria?

🕔15:02, 29.May 2019

Strategy Espresso “Full-Blown Trade War is Quickly Shifting from Risk to ‘Baseline’” read a Bloomberg headline on Thursday 23 May, as analysts and economists from multiple institutions began adjusting their assumptions regarding whether a trade deal between the US and

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:02, 28.May 2019

Global markets and multi-asset portfolios It was only a few weeks back that the S&P 500 made new record highs, first quarter U.S. GDP soundly beat consensus with a well-above-trend 3.2% print and European data began to show signs of

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The Outlook for Escalating Trade Tensions

The Outlook for Escalating Trade Tensions

🕔11:02, 28.May 2019

Recognizing that uncertainties regarding U.S./China trade tensions have multiplied, our perspective on recent developments are based on the question of: “what do we actually know?” 

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The Fed Holds, the Economy Carries on…Trade Wars Reignite

The Fed Holds, the Economy Carries on…Trade Wars Reignite

🕔11:02, 28.May 2019

Fixed Income Perspectives As expected, at its April–May meeting the Federal Open Market Committee (FOMC) voted unanimously to hold the Fed funds rate steady in the 2.25–2.50% range. The few changes to the press release language acknowledged the solid economic

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UBS House View, Investor’s Guide

UBS House View, Investor’s Guide

🕔11:02, 28.May 2019

No rush? On Thursday 2 May, US productivity grew at a nine-year high. The next day, the US celebrated unemployment at a 50-year low. But investors who partied into the weekend were sick Monday morning after President Donald Trump tweeted he

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Emerging Market Debt Update

Emerging Market Debt Update

🕔09:02, 27.May 2019

Investors turn to social media for tariff-truce updates ahead of a presidential in-person meeting at the G20 in June. Financial market participants spent much of the week monitoring the Twitter account of the US President in an attempt to decipher

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China Watch

China Watch

🕔11:02, 20.May 2019

Oops, he did it again US-China tensions re-escalate  … affecting stock markets and the yuan  Complete breakdown of talks not likely, but uncertainty remains high

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US-China trade: continuing the talks while making the war

US-China trade: continuing the talks while making the war

🕔11:02, 20.May 2019

Investment Talks In our opinion, investors should dismiss the idea that talks could break down, albeit uncertainties remain. Recent work has focused on details and wording, with the majority of the agreement document having been completed. However, several major issues

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:02, 20.May 2019

Global markets and multi-asset portfolios After several months of calm, recent weeks have brought a resurgence of international trade disputes; the U.S. and China raised tariffs again on each other’s goods, and other trade issues continue to ferment. Although the

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Trade Talks Take A Detour

Trade Talks Take A Detour

🕔07:00, 18.May 2019

Weekly Economic Commentary Trade negotiations between China and the United States took a sudden turn last week, when the White House announced new tariffs. China responded early this week with countermeasures. These provocations came as a rude awakening after three

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US-China trade: continuing the talks while making the war

US-China trade: continuing the talks while making the war

🕔15:02, 15.May 2019

Investment Talks After the US raised its tariffs on $200bn of Chinese products from 10% to 25%, China announced retaliation measures on $60bn of US goods to take effect on 1st of June. More specifically, the new tariffs will be

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Do President Trump’s trade threats spell doom for markets?

Do President Trump’s trade threats spell doom for markets?

🕔13:02, 10.May 2019

Market excitement about a resolution to the long-running U.S.-China trade dispute built ahead of (what were rumored to be) the final round of negotiations this week. However, comments from President Trump midday Sunday helped to dash that optimism. He threated

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U.s. Economic & interest rate outlook

U.s. Economic & interest rate outlook

🕔07:00, 10.May 2019

Rumors of a contraction to start the year were overblown. Since March, a string of positive economic headlines have helped soothe investor sentiment and maintain economic momentum. We are still in a growth cycle with room to run.

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Economic & Market Observations: Powell the Padawan

Economic & Market Observations: Powell the Padawan

🕔11:02, 9.May 2019

One wonders if Jerome Powell had a premonition of a bad feeling when he was offered the job as Chair of the Federal Reserve (Fed). His first year involved a lot of on-the-job training, including an equity market correction, outbursts

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Barometer: Beware of exuberance

Barometer: Beware of exuberance

🕔12:21, 3.May 2019

The S&P 500 hit all-time highs in April with investor optimism fuelled by rising corporate margins. But we remain underweight US stocks, and are instead attracted to the better growth prospects and valuations of emerging markets. Net profit margins in

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Who Will Lead the World Economy?

Who Will Lead the World Economy?

🕔10:18, 3.May 2019

US vs. EU vs. China – USD vs. EUR vs. RMB When we talk about leadership, we also talk about rivalry… and 2018 was undoubtedly a particularly emblematic year of rivalry, especially between the United States and China, and to

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Index Dashboard: U.S.

Index Dashboard: U.S.

🕔13:02, 1.May 2019

U.S. equities gained steam in April, powered by positive earnings, potential progress in U.S./China trade talks, and recent dovish sentiment from the Fed. The S&P 500®, the S&P MidCap 400® and S&P SmallCap 600® all gained 4%, and the VIX®

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Peak Profit Margins? A US Perspective

Peak Profit Margins? A US Perspective

🕔13:02, 22.Apr 2019

Over the last two decades, US corporate profit margins have surged and have contributed more than half of the excess return of equities relative to cash. Without that consistent expansion of margins, US equities would be 40% lower than they

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From Trade War to Trade Talks?

From Trade War to Trade Talks?

🕔13:02, 16.Apr 2019

 Macro Weekly Talks on trade between the US and EU and Japan look to be on the cards The spectre of a trade war has haunted a global economy this year already struggling with the lagged effects of the tightening

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Falling Angels? Credit Market Risks and Opportunities

Falling Angels? Credit Market Risks and Opportunities

🕔11:02, 15.Apr 2019

Viewpoint April 2019 U.S. corporate bond markets have transformed in the past few years as the proportion of BBB rated credit has swollen. There’s little room for error, as we noted back in January 2018. Where do we stand now?

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Falling Angels? Credit Market Risks and Opportunities

Falling Angels? Credit Market Risks and Opportunities

🕔11:02, 15.Apr 2019

Viewpoint April 2019 U.S. corporate bond markets have transformed in the past few years as the proportion of BBB rated credit has swollen. There’s little room for error, as we noted back in January 2018. Where do we stand now?

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Asset Allocation Consensus June

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

In UBP's Monthly #Investment #Outlook they write: "After Q1 global weakness, world growth is expected to stabilise in Q2 and progressively recover moving into 2H19". Read the whole outlook here: https://t.co/jlNTFp5V6M

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