Insights - stimulus

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Bond market takes a breather

14 Apr 2021 - Konstantinos Venetis

If there is one theme that marked the first quarter of 2021, it is the upturn in bond yields. February saw real interest rates take up the baton from inflation expectations as the primary force behind rising long US.

#Liquidity #Stimulus #Stock Market

Commodity Supercycle now on? Potential is there

01 Mar 2021 - Konstantinos Venetis

There are two questions that the current debate on the commodity cycle tends to conflate. Does the rally that kicked off in spring 2020 have further to go? And are we in the early stages of a so-called “supercycle”,.

#Federal Reserve #Stimulus #Commodities #Oil

BioNTech/Pfizer vaccine announcement in a financial market perspective

13 Nov 2020 - Christopher Granville

“Where might be the catch?” This question about the prospects for the vaccine route to suppressing the pandemic arises naturally from financial markets’ acclamation of last Monday’s Pfizer/BioNTech announcement. Before.

#Fiscal Policy #Stimulus #Vaccine

Digital RMB - a new type of stimulus

23 Oct 2020 - Rory Green

Both the Fed and the ECB have grabbed headlines recently with talk of central bank digital currencies (CBDC). But of all CBDC projects currently in the works, it is the one by the People’s Bank of China that is nearest.

#China #Stimulus #People's Bank of China #Digital RMB #Cryptocurrency

Credit Risk

20 Dec 2019 - Dario Perkins

Back in 2018, we warned about what we called the ‘Buy-side Bubble’. To the extent we could identify vulnerabilities in global markets, the clearest danger involved a powerful search for yield. Investors had naturally.

#Equities #Yield curve #Stimulus #Capital Markets #Bubble

Green shoots?

04 Dec 2019 - Dario Perkins

Investor sentiment has shifted in recent weeks. This was certainly the message from the latest BoAML survey – which showed portfolio managers, distinctly less negative about the global economy, suddenly piling into.

#China #Stimulus #Reflation

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