Back to homepage

Tag "weekly"

Dollar Depreciation Helps CTAs

Dollar Depreciation Helps CTAs

🕔11:30, 30.Nov 2020

The Weekly Brief Since the U.S. presidential election on November 3 th, the USD has started a descent that may have legs under the new administration. The easing of trade tensions and an accommodative policy mix could put additional pressure

Read Full Article
Highlights of last week: Central banks, Decarbonization and Inflation

Highlights of last week: Central banks, Decarbonization and Inflation

🕔16:40, 24.Nov 2020

#47 Tomorrow our event calendar is filled with five webinars! If you have spare time tomorrow, don’t miss out on an interesting session. Furthermore, next week December starts and this month has lots of interesting webinars as well. For example,

Read Full Article
Stocks are likely to remain in a trading range for now

Stocks are likely to remain in a trading range for now

🕔11:11, 31.Oct 2020

Weekly Investment Commentary Stocks snapped a three-week winning streak last week, with the S&P 500 Index dropping 0.5%. The U.S. elections continued to dominate the headlines, with polls showing an increasing likelihood of a Biden victory and Democratic sweep of

Read Full Article
Stocks are likely to remain in a trading range for now

Stocks are likely to remain in a trading range for now

🕔07:50, 30.Oct 2020

Weekly Investment Commentary Stocks snapped a three-week winning streak last week, with the S&P 500 Index dropping 0.5%. The U.S. elections continued to dominate the headlines, with polls showing an increasing likelihood of a Biden victory and Democratic sweep of

Read Full Article
The Consequences Of Closed Borders

The Consequences Of Closed Borders

🕔09:48, 28.Oct 2020

Weekly Economic Commentary Eleven years ago, I had the pleasure of witnessing my wife’s naturalization ceremony. The presiding judge opened with a memorable comment: “Swearing in new citizens is the only time everyone leaves the courtroom happy.” Everyone present nodded.

Read Full Article
Carbon neutrality is achievable by 2050 (Podcast)

Carbon neutrality is achievable by 2050 (Podcast)

🕔08:30, 21.Oct 2020

Market Weekly The EU’s new targets for emissions reductions are realistic and achievable and should lift the price of CO2, encouraging more emitters to switch to doing business in a more environmentally friendly way. In this podcast, chief sustainability strategist

Read Full Article
Our thoughts on the rally in momentum stocks

Our thoughts on the rally in momentum stocks

🕔11:29, 20.Oct 2020

The weekly brief Momentum is a strategy which buys stocks trending higher and sells stocks on a downtrend within an index. It is systematic and has no considerations for earnings, valuation, or other fundamental metrics such as dividends. Historically, it

Read Full Article
Weekly Market Recap – 19 October 2020

Weekly Market Recap – 19 October 2020

🕔09:41, 20.Oct 2020

Summary for the week ending on Friday, 16 October  Following the lack of progress in stimulus negotiations over the previous weekend, the prospects of passing a relief package before the election seemed to dim further last week. On Tuesday, Republican

Read Full Article
U.S. election through a sectoral lens

U.S. election through a sectoral lens

🕔14:57, 16.Oct 2020

Weekly commentary The potential outcomes of the November U.S. election could have starkly different policy ramifications, as we argued last week. What will this mean for equity markets? We believe simplistic narratives about the overall market direction are best avoided

Read Full Article
The Weekly Brief

The Weekly Brief

🕔14:37, 16.Oct 2020

In the final quarter of this year, investors are likely to learn the answers to three pivotal questions for markets. First, we are likely to hear the results of vaccine trials. Second, we will learn the results of the US

Read Full Article
Weekly Market Recap – 12 october 2020

Weekly Market Recap – 12 october 2020

🕔09:50, 13.Oct 2020

Wall Street kept a close eye on on-again, off-again negotiations over a new coronavirus relief package. Shares rose Monday after reports that House Speaker Nancy Pelosi and Treasury Secretary Steven Mnuchin had spoken by phone and were prepared to exchange

Read Full Article
Curing What Ails U.S. Healthcare

Curing What Ails U.S. Healthcare

🕔14:38, 8.Oct 2020

Weekly Economic Commentary IN THIS ISSUE: Curing What Ails U.S. Healthcare Child Care Is A Global Economic Issue When It Comes To The U.S. National Debt, History Will Not Repeat No one can avoid the doctor’s office forever. Whether for

Read Full Article
Still waiting for the US cavalry

Still waiting for the US cavalry

🕔15:00, 7.Oct 2020

The Payroll data for September confirmed that the recovery of the US labour market is stalling. The fact that employment failed to grow outside the hospitality sector suggests the difficulties go well beyond the direct impact of Covid-fighting restrictions. Labour

Read Full Article
Weekly Market Recap – 5 October 2020

Weekly Market Recap – 5 October 2020

🕔09:13, 6.Oct 2020

Multi-Asset Solutions EMEA Summary for the week ending on Friday, 2 October  The political environment seemed to play a large role in driving sentiment last week. Investors kept a close eye on conflicting signals on stimulus negotiations between Treasury Secretary

Read Full Article
Weekly Market Recap

Weekly Market Recap

🕔11:24, 29.Sep 2020

Multi-Asset Solutions EMEA Summary for the week ending on Friday, 25 September  Last week began on a down note, with the renewed rise in coronavirus cases in Europe and several other concerns weighing on sentiment. Prospects for Democrats and Republicans

Read Full Article
Greater inflation risks ahead

Greater inflation risks ahead

🕔09:38, 23.Sep 2020

Weekly commentary We see a higher inflation regime in the medium term after a decade of inflation persistently undershooting central bank targets. Three new forces are at play: rising global production cost, new central bank policy frameworks that allow for …

Read Full Article
Weekly Market Recap

Weekly Market Recap

🕔13:05, 22.Sep 2020

Last week started off on a strong note, helped by news on Monday of Gilead Sciences’ USD 21 billion acquisition of Immunomedics and chipmaker Nvidia’s USD 40 billion purchase of ARM Holdings. Software giant Oracle reported on …

Read Full Article
Stock prices slip, although sentiment remains positive

Stock prices slip, although sentiment remains positive

🕔09:26, 18.Sep 2020

For the first time in nearly five months, U.S. equities experienced back-toback weekly losses, with the S&P 500 Index declining 2.5%.1 The weakness was due to overbought conditions (especially in technology) plus mounting skepticism over prospects for another fiscal stimulus

Read Full Article
Why we stay moderately pro-risk

Why we stay moderately pro-risk

🕔13:01, 15.Sep 2020

Weekly commentary The broad macro backdrop has been improving, risk assets have rallied a long way, and increasing market volatility points to risks that investors will need to navigate as the U.S. presidential election draws closer. All this leaves us …

Read Full Article
Weekly Market Recap

Weekly Market Recap

🕔11:09, 15.Sep 2020

The continuing lack of progress in Congress on a new stimulus package seemed to be weighing on sentiment, with investors particularly worried about the building financial pressures on states and municipalities. On Thursday, Republicans brought …

Read Full Article
Changing credit views amid volatility

Changing credit views amid volatility

🕔08:03, 9.Sep 2020

Weekly commentary Markets have rallied sharply from their virus lows, driven by the policy revolution and economic restart. Tighter valuations increase the risk of volatility, particularly ahead of divisive U.S. elections. Last week’s equity selloff illustrates this. Against …

Read Full Article
Weekly Market Recap

Weekly Market Recap

🕔15:13, 2.Sep 2020

The US On Thursday, Federal Reserve Chair Jerome Powell delivered (virtually) a longanticipated speech at the Kansas City Fed’s Economic Policy Symposium, which is typically held in Jackson Hole, Wyoming. Powell announced the results of the central bank’s review of

Read Full Article
Strategic views for a post-Covid world

Strategic views for a post-Covid world

🕔12:51, 26.Aug 2020

Weekly commentary The pandemic has sped up key structural trends and triggered substantial market swings, precipitating an urgent need to rethink strategic asset allocations. Among …

Read Full Article
Weekly Market Recap

Weekly Market Recap

🕔11:41, 18.Aug 2020

Last week’s trading was typical of late summer, with catalysts for the market's moves remaining harder to identify than usual. The downward trend in new coronavirus cases seemed to support sentiment early in the week, although the number of daily

Read Full Article
What was read best in July on OpinioPro.com?

What was read best in July on OpinioPro.com?

🕔17:00, 13.Aug 2020

July 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

Read Full Article
Implications of a weaker dollar

Implications of a weaker dollar

🕔15:12, 12.Aug 2020

Weekly commentary A prolonged period of U.S. dollar gains has reversed abruptly. The policy revolution to cushion the pandemic’s blow is a key driver, as it has eroded the dollar’s interest rate advantage and helped lift risk appetite off its

Read Full Article
Weekly Market Recap

Weekly Market Recap

🕔09:41, 12.Aug 2020

Stocks drifted higher through much of last week, although the catalysts for the move were perhaps harder to identify than usual, and trading was subdued relative to recent months. The week’s busy economic calendar appeared to play some part in

Read Full Article
Stocks approach new highs as risks remain elevated

Stocks approach new highs as risks remain elevated

🕔08:00, 12.Aug 2020

Weekly Investment Commentary U.S. equities rallied again last week, with the S&P 500 Index climbing 2.5% as it approached a new all-time high.1 Economic data continued to come in ahead of expectations and corporate earnings results have not been quite

Read Full Article
Focusing on factors

Focusing on factors

🕔13:14, 10.Aug 2020

Weekly commentary Corporate earnings estimates look to be troughing as economies reopen with fits and starts. We have increased our overweight in the quality factor because we see it as most resilient to the dynamics of a choppy activity restart,

Read Full Article
China, Gold and Supertrends – Our Top Five of week #32

China, Gold and Supertrends – Our Top Five of week #32

🕔11:04, 8.Aug 2020

#32 The temperature in the Netherlands is going to be very high coming weekend. Therefore, please find our Top Five of week #32 right here, so you have something to read while drinking something cool! The monthly Global Investment Views

Read Full Article
Economy interrupted

Economy interrupted

🕔15:15, 6.Aug 2020

Macro / government bonds Core government bonds performed reasonably well last week with yields lower in most places. Backward looking economic news pointed to the interruption of economic activity between March and June. Data in the US (see chart of

Read Full Article
Spaghetti Western

Spaghetti Western

🕔11:25, 6.Aug 2020

Global Matters Weekly “Year 1862: amid the chaos of the American Civil War, the three gunslingers Blondie, Angel Eyes and Tuco (a.k.a. the Good, the Bad and the Ugly1 ) are competing to put their hands on a buried cache

Read Full Article
Weekly Market Recap

Weekly Market Recap

🕔12:59, 5.Aug 2020

Summary for the week ending on Friday, 30 July  Last week’s corporate earnings reports demonstrated that some major companies are benefiting from the pandemic’s impact on consumer patterns. This was on clear display Thursday evening, when Facebook, Amazon.com, Apple and

Read Full Article
Coffee Break

Coffee Break

🕔11:06, 5.Aug 2020

– De coronapandemie heeft de Amerikaanse economie met 32,9% doen krimpen kwartaal-op-kwartaal (op jaarbasis). – Het Amerikaanse Congres is het nog niet eens geraakt over steunmaatregelen voor het coronavirus, ter …

Read Full Article
Weekly Market Recap

Weekly Market Recap

🕔11:24, 4.Aug 2020

Summary for the week ending on Friday, 30 July  Last week’s corporate earnings reports demonstrated that some major companies are benefiting from the pandemic’s impact on consumer patterns. This was on clear display Thursday evening, when Facebook, Amazon.com, Apple and

Read Full Article
How flow can you go?

How flow can you go?

🕔09:33, 30.Jul 2020

After a bumper few months for equity markets, a recent report1 from Calastone, the global funds network, showed June was one of the worst months on record for outflows from UK equity funds. That follows positive UK market performance for

Read Full Article
Weekly Economic Commentary

Weekly Economic Commentary

🕔11:27, 28.Jul 2020

Europe and the U.S. Consider State Aid Is China’s Rebound Sustainable? Mortgage Rates Hit Bottom

Read Full Article
Weekly Market Recap

Weekly Market Recap

🕔11:22, 22.Jul 2020

Wall Street began last week on a negative note, with worries about the resurgence of the coronavirus across much of the US seemingly weighing on sentiment. Renewed shutdowns in California appeared to be a particular focus of worry, with indoor

Read Full Article
2020 – a rollercoaster ride

2020 – a rollercoaster ride

🕔09:28, 22.Jul 2020

How to sum up 2020 so far? A rollercoaster is probably the best way to describe it; both from an emotional perspective but also in terms of what the markets have been up to. Over the first quarter, market participants

Read Full Article
Why we like credit

Why we like credit

🕔09:26, 16.Jul 2020

Weekly commentary We recently moved to a strategic overweight on credit after being underweight for the past year. Cheaper valuations compensated for the risk of corporate defaults and downgrades in the wake of the Covid-19 pandemic, in our view. We

Read Full Article
Strong Recovery Puts Chinese A Shares in the Spotlight

Strong Recovery Puts Chinese A Shares in the Spotlight

🕔09:56, 15.Jul 2020

Multi-Asset Solutions Weekly Strategy Report  China has been leading other major emerging market (EM) equity markets, staging a strong recovery from March’s lows. China’s CSI 300 Index (of onshore stocks traded in Shenzhen and Shanghai) has more than fully recovered

Read Full Article
Socially (Un) Acceptable

Socially (Un) Acceptable

🕔15:04, 14.Jul 2020

Global Matters Weekly  You tend not to hear too much from the city of Leicester here in the UK but it has played host to a number of historical events over the years and I’m proud to say I lived

Read Full Article
Weekly Market Recap

Weekly Market Recap

🕔11:09, 14.Jul 2020

US stocks jumped at the start of trading last Monday, with many attributing the strength to a front-page editorial in the China Securities Journal, stating that “fostering a healthy bull market after the pandemic is now more important to …

Read Full Article
Ons centrale scenario gaat uit van een beperkte impact van de crisis

Ons centrale scenario gaat uit van een beperkte impact van de crisis

🕔07:57, 14.Jul 2020

De voorbije week in een notendop De Amerikaanse economie creëerde in juni 4,8 miljoen banen, terwijl de werkloosheidsgraad er daalde tot11,1 %. Daarna begon het coronavirus zich sneller te verspreiden in de VS, waardoor de verdere heropening van de …

Read Full Article
Lessons from Japan

Lessons from Japan

🕔14:32, 8.Jul 2020

Global Matters Weekly  The summer solstice, or ‘longest day of the year’, took place in the northern hemisphere just over two weeks ago, putting those of us that live here on a path of gradually shortening …

Read Full Article
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 …

Read Full Article
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 …

Read Full Article
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

Read Full Article
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.

Read Full Article
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

Read Full Article

Search

Featured Events & Webinars

Events & Webinars

Twitter

"Is the #dollar’s stumble a sign of things to come?" -> https://www.opiniopro.com/2020/12/capital-group/is-the-dollars-stumble-a-sign-of-things-to-come/ by @CapitalGroup #usdollar #us #currency

'#Coronavirus cases are rising at an alarming rate in the #US and #Europe, so why are #equities reaching new highs?' - "Covid-19 vaccines, lockdowns and equities" by @CTinvest_EMEA -> https://www.opiniopro.com/2020/12/columbia-threadneedle/covid-19-vaccines-lockdowns-and-equities/

#Webinar 9 December on #Frontier DebtMarkets @UBP_Group -> https://www.opiniopro.com/event/ubp-webinar-frontier-debt-markets/ #EMD #EMSovereignBonds

Subscribe to our newsletter with all the latest #research -> https://mailchi.mp/f5bb9afdbede/opiniopro @Opinio_Pro

Highlights #Tag #Japan #Research -> https://www.opiniopro.com/2020/11/opiniopro-selection/japan-research-highlights/ @Opinio_Pro #japaneseequities #centralbank #abenomics

Load More...