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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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The Coronavirus Breaks Containment

The Coronavirus Breaks Containment

🕔11:43, 30.Jun 2020

Weekly Economic Commentary Carl offers thoughts on the progress of the pandemic. I belong to an international economic association that meets annually during the summer. We had been set to gather in Madrid earlier this month, but COVID-19 forced …

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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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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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Weekly Market Recap

Weekly Market Recap

🕔07:53, 24.Jun 2020

Stocks had a poor start to last week, as concerns over the worsening of the pandemic in several states as well as a new outbreak in Beijing seemed to continue weighing on sentiment. The market then rebounded late Monday following

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A sharp risk-off trade returns

A sharp risk-off trade returns

🕔15:27, 19.Jun 2020

Stocks snapped a three-week winning streak as markets sank sharply last week.1 Worries about an uptick in coronavirus cases, the Federal Reserve’s downbeat assessment of long-term economic growth and President Trump’s declining poll numbers all contributed to negative sentiment. But

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Looking forward

Looking forward

🕔09:34, 18.Jun 2020

For those of you that don’t know, this Friday is the midpoint of summer and as I have a Swedish partner this means there will be a celebration. Midsummer, or Midsommar in Swedish, is an annual celebration in Sweden which

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Warning Shot

Warning Shot

🕔11:22, 16.Jun 2020

Key points Bad news on the pandemic front triggered some measure of market turmoil last week. Contagion from equity to credit market was limited though. Central bank support shows. We take a look at money supply growth. It may ultimately

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What are activists buying after the storm?

What are activists buying after the storm?

🕔07:39, 16.Jun 2020

The Special Situations strategy went through a roller coaster since February. Typically, due to their long structural market beta, managers tend to underperform in risk-off episodes. However, as they also tend to look beyond short-term volatility, they usually rebound faster.

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Carl comments on the protests that have spread across the United States.

Carl comments on the protests that have spread across the United States.

🕔11:18, 11.Jun 2020

Weekly Economic Commentary I grew up on the South Side of Chicago in the 1960s. The latter part of the decade was a challenging time for our city, and for our country. I lived close to the University of Chicago,

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Policy revolution: What’s next?

Policy revolution: What’s next?

🕔14:54, 10.Jun 2020

Macroeconomic policy has undergone a necessary revolution in just three months, but this is a slippery slope without proper guardrails. The key to the policy response has shifted to ensuring successful execution and avoiding policy fatigue before the shock passes.

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Weekly Market Recap

Weekly Market Recap

🕔13:18, 10.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 firm reported that private sector jobs

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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 SpaceX Factor

The SpaceX Factor

🕔09:13, 3.Jun 2020

Against a rapidly changing investment landscape, and with bond yields at ever lower levels, it would be unwise to rely solely on observed historical data to inform expectations about future cross asset class returns. We believe that robust scenario testing

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ECB to take next step

ECB to take next step

🕔13:11, 2.Jun 2020

Week Ahead  Focus: ECB Council meeting, EU Recovery Fund   The ECB’s Governing Council is to meet next week. We expect the PEPP purchasing program to be increased by EUR 500bn. While the Governing  …

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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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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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Safe havens and QE in this week’s Top Five

Safe havens and QE in this week’s Top Five

🕔10:54, 23.May 2020

#21 A variety of publications in this week’s Top Five, please see below the best read publications: On the fifth place, Blackrock‘s Weekly Commentary “Europe bond outlook under review“: Including their weekly chart: Neuberger Berman‘s “Asset Allocation Committee Outlook 2Q20”

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Upholding our equity views

Upholding our equity views

🕔08:13, 20.May 2020

Weekly commentary Global stocks have recovered more than half of the selloff triggered by the coronavirus pandemic since late March – alongside a sharp contraction in economic activity and corporate earnings. We see the unprecedented policy …

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Economic and Political Backdrop

Economic and Political Backdrop

🕔16:48, 19.May 2020

Weekly Market Recap Stocks recorded their worst day of last week on Wednesday, with the S&P 500 touching its lowest level in three weeks. Many attributed the sell-off to a speech by Federal Reserve Chair Jerome Powell, in which he

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Steering clear of losses

Steering clear of losses

🕔12:13, 19.May 2020

Global Matters Weekly Financial losses come in many shapes and forms and investors rightly spend a considerable amount of time worrying about them but managing loss aversion poorly can make the longterm outcome even worse. It is important to pick

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Real economy in the clutches of the corona crisis

Real economy in the clutches of the corona crisis

🕔15:01, 18.May 2020

Credit Markets Weekly  Sovereign Austria, Sub-Sovereigns & Agencies, Financials & Covered Bonds, Corporate Bonds Earnings season demonstrates impact of COVID-19 pandemic The European reporting season is drawing to a close: More than 80% of the …

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Europe bond outlook under review

Europe bond outlook under review

🕔10:09, 13.May 2020

Weekly commentary  A decision by the German constitutional court last week could potentially undermine the independence of the European Central Bank (ECB) – and threaten to fuel fragmentation within the euro area in the long run. This comes as the

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Economic and Political Backdrop

Economic and Political Backdrop

🕔16:52, 12.May 2020

Weekly Market Recap Last week brought a host of data showing an unprecedented contraction in economic activity, but investors seemed to take hope that the economy was bottoming. On Tuesday, several gauges showed a record contraction in both manufacturing and

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Size Matters

Size Matters

🕔12:11, 12.May 2020

Global Matters Weekly There’s no two ways about it: size matters. We live in a society that admires big – The Angel of the North, the Great Wall – yet we also revere the precision of small – the microprocessor,

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