Articles


German purchasing managers are apparently anticipating a difficult winter. According to the survey, new orders in the manufacturing sector have fallen sharply and are at recession level. Production has improved compared with the previous month, bu...
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Global equities have experienced a significant drawdown in 2022, with the MSCI ACWI Index down 19% this year. The sectors that have experienced the strongest correction are the pro-growth technology (-29.26%), consumer discretionary (-24.45%) and ...
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Despite the Eurozone experiencing a drastic inflation, energy and terms of trade crisis, the European Central Bank (ECB) is having to hike rates. This presents capital markets with sovereign and credit spread risks, as well as possible fragmentati...
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“The Bank of England have a credibility problem. The decision today was unequivocally dovish and yet short dated yields are higher and the curve is flatter. The market is basically telling the Bank that their current stance is wrong and in the com...
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Comment by Kathrin Löhken from DWS
Katrin Löhken: "For the second time in a row, the Bank of England (BoE) has raised its key interest rate 'Bank Rate' by 50 basis points to now 2.25%. This shows that - as stated in its Forward Guidance - it is...
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Comment by Rick Rieder, BlackRock
Rick Rieder: "The meeting of the Federal Reserve’s Federal Open Market Committee (FOMC) witnessed another historic 75 basis point (bps) increase to policy rate levels (to a range of 3.0% to 3.25%) in an effor...
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