- 26 August 2019
The spectacular U-turn of the Fed regarding its monetary policy outlook has extended one step further in June.[...]
The spectacular U-turn of the Fed regarding its monetary policy outlook has extended one step further in June.[...]
Financial markets have been spurred by the Federal Reserve and the ECB clearly signalling more monetary policy accommodation is in the cards for th [...]
Here we go again – the desperate hunt for yield is back. In a world with more than $13trn of negativeyielding debt, and where holding cash in devel [...]
The global growth trend has been slowing since last year. This extended into May, raising concerns around the economic outlook.[...]
Let’s get straight to the point – disappointments and concerns are mounting. First, economic growth momentum remains weak. While our scenario from [...]
Markets continued to be supported by the goldilocks markets environment, where central banks remain dovish, growth is decent and there are no signs [...]
The U-turn performed by the US Federal Reserve in a matter of six months is quite spectacular and possibly unprecedented. In early Octob [...]
Markets continued to move higher over the period as central banks are expected to remain accommodative, extending the business cycle. Despite that [...]
Markets and asset prices continued to trend positively, supported by monetary policies that shifted from a tentative normalization trend to neutra [...]