Lending, borrowing and investing in a negative rate world
Daily comprehensive market and economic trends through clear and compelling charts.
This should be a supportive environment for emerging market (EM) currencies, as we highlighted in our most recent investment quarterly. A slow start to the year does not alter our positive view.
2019 was a good year for equities as multiple expansion drove stock markets to new all-time highs.
Accommodative central banks and strong investor demand continue to support global fixed income. How long can this positive environment endure and what could trigger a reversal in sentiment?
Risks assets have delivered very strong performance in recent months, notwithstanding last week’s volatility. At the same time, global bonds have not meaningfully sold off in this otherwise risk-on environment.
Start the week off right with this one-page snapshot of headlines and market performance.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.