Economic news

Rising Rates: Not So Fast
Worries about rising U.S. interest rates have gripped global financial markets in recent weeks, with investors questioning whether the era of historically low global interest rates will persist. Our view: Yes, it will. Despite the latest uptick in rates, webelieve...
What Investors Should Watch as Brexit Talks Heat Up
Written by Mike Amey, Pimco We see a number of U.K. assets pricing in a relatively high chance of a disruptive Brexit. As we enter another period of accelerated Brexit negotiations, how can investors best navigate the next few weeks and months? Our assessment...
Monex: 'Make it or Breaxit’
Bart Hordijk Fasten your seatbelts, forget about the first tier data being released and don’t even bother about the kids, because potentially one of the most decisive UK-EU Brexit summit is due on Wednesday. After the European Union unequivocally rejected Theresa...
Cyclical market rout will drive a short-covering rally in gold.
As the S&P500 fell 3.9%, DAX dropped 1.1% and oil fell 3.4%, gold rose 2.5% yesterday. We have long argued that gold has not lost its defensive, safe-haven status. The metal did not react last month to the emerging market sell-off, because developed markets...
Oil Hits Multiyear Highs on Renewed Iran Sanctions: What Investors Should Watch
Renewed U.S. sanctions on Iran have lifted oil prices to multiyear highs. And while we believe investors can expect a hawkish policy stance to keep supporting prices, the possible extension of waivers presents a downside risk. Brent crude oil settled at a high...
State Street Comments on the Global Market Sell-off
In reaction to the global market sell-off, Michael Metcalfe, global head of macro strategy at State Street Global Markets; Sophia Ferguson, senior portfolio manager for active fixed income and currency at State Street Global Advisors; and Antoine Lesné, head...
Fidelity relieved with Brazilian elections
Jair Bolsonaro easily won the First round of the Brazilian Presidential Elections last night and now moves into a 2nd round run-off with Fernando Haddad from the PT party on 28th October. Bolsonaro’s tally of 46% of the vote was much higher than the polls had been...
How to profit in a low interest environment: Are dividend payments an alternative?
Thomas Meier “In light of the low interest rate environment and ever more challenging equity and bond markets, titles with sustainable dividends provide interesting investment possibilities.”, says fund manager Thomas Meier. In order to generate attractive returns,...
Relief after 1st round Brazilian elections
“There’s more going on than Bolsanaro winning the first round by a big margin though. A big part of Bolsonaro’s appeal is the fact that he’s not part of the political establishment that has so wholly lost its credibility in recent years. But it is also because...
Worries about Italy
Comment by Bart Hordijk from Monex Europe Italy coughs, looks frail and doesn’t take its medicine. No wonder some see this country as the new sick man of Europe. The fundamental situation of Italy does not seem to bode well for the country and the new government...
A look at the two cool tidbits regarding blockchain technology
Many of the experts and media professionals have envisioned a bright future for India as becoming a leading country regarding blockchain technology. Australia offers an online course on blockchain to teach the students how to use this technology most effectively....
Brazil’s Political Scenario – A Nightmare for Investors
Investors have forecasted that if a left-wing party comes into power again, this place will prosper financially and economically like Turkey in the near future. According to different investors and banks, like Brown Brothers Harriman & Co. predict that real...
Aberdeen: Turkey must raise interest rate
“The model outlined by the new finance minister today is good in principle. He touched on important issues like the need to slow down growth, the importance of financial stability and central bank independence. But there’s no escaping the fact that it lacked the...
Could Trade Turmoil Be an Economic Spoiler for the U.S.?
Given that no high-level negotiations are underway with China, we maintain that trade relations with China are likely to get worse before they get better. A compromise to avert tit-for-tat tariffs remains elusive, since the U.S. will likely require more than just...
From TPP to USA: 7 stages of economic integration
Trade tensions are at the top of the global economic agenda, with financial markets showing concern that a major trade war among large countries could hit the global economy. Over the last 30 years, falling tariffs have helped increase international trade’s share...