Opinion Review of the chinese economy at the end of the summer of 2019
The monthly data published at the start of the second quarter are fairly mixed and show no tangible signs of growth momentum improving in China. The GDP published for the second quarter has recently confirmed this sentiment. The slowdown at work since the start of the decade (...)
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Opinion Total Return Futures set for further growth as buy-side adoption increases
Eurex launched Total Return Futures (TRFs) in 2016 in response to growing demand for listed alternatives to total return swaps. Since then, the product has evolved into an instrument used by a wide variety of firms for multiple purposes, enabling firms to lock in financing (...)
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Opinion Silver squeeze: What’s behind the surge in silver?
Silver is in the spotlight this week, after the popular r/WallStreetBets community on Reddit highlighted the fundamental value in acquiring silver at current levels. The online posting was the catalyst for increased retail flows and awareness. Last Thursday 28 January, the (...)
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Opinion Central Banks : the global financial system trashcans ?
Institutionalized monetization condemns central banks to become the international financial system trashcans and, despite German opposition, it is likely to be the same for the ECB.
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Opinion Investors Cannot Ignore the Debt-Sustainability Question
Despite a pullback in bond yields, clients at our Solving for 2024 event were still uncertain about how to invest in a world of runaway government debt.
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Opinion Financial correlations and loss of common sense
Isn’t correlation in finance charlatanry? We analyze this question through 4 situations that have been observed on financial markets with final investors, asset managers and proprietary traders.
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Opinion Which central banks will have the most room for maneuver?
In the decade following the Great Recession, central banks in developed countries have resorted overwhelmingly to unconventional measures to satisfy their mandates, be they dual (price stability and full employment) or solely focused on price (...)
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Opinion Time for crypto investors to look beyond bitcoin for returns
New analysis by London-based Nickel Digital Asset Management (Nickel), Europe’s award-winning, regulated digital assets hedge fund manager is highlighting the need for crypto investors to start to look beyond Bitcoin for potential (...)
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Opinion Why US stock market pull back is justified
According to Toby Nangle, Global Co-Head of Asset Allocation, Head of MultiAsset, EMEA and Maya Bhandari, Portfolio Manager, Multi-Asset, Columbia Threadneedle reduces weighting to US equities from neutral to underweight in multi-asset (...)
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Opinion Now is not the time to give up on the US banking sector
Investors should not allow negative market sentiment to dissuade them from investing in US banks, says Ryan Brist, head of US Investment Grade Credit at global fixed income manager Western Asset Management, who argues that ‘now is not the time to give up on the (...)
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Opinion The Euro will survive, but not the current Euro zone !
If the existence of the euro is not challenged, it is the case of the euro zone in its current configuration. In the same way that cohabitation between countries with maintaining parity exchange had become impossible in the EMS, cohabitation has become impossible within (...)
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Opinion Despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the roof
According to Daniele Bianchi, of Warwick Business School, is Assistant Professor of Finance and he researches crypto-currencies incluing Bitcoin, despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the (...)
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Opinion Global Emerging Markets Equity 2016 Outlook
According to Ross Teverson, Head of Global Emerging Markets, finally, it is worth noting that, today, emerging market valuations - in terms of price to book ratios - are relatively depressed versus history. At times when valuations have been at or around these levels, strong (...)
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Opinion Accidental Americans Create Headache for French, European Banks
Boris Johnson, who was born in New York but left when he was five, found it outrageous that he was obliged to pay US taxes. The easy solution was to pay to renounce his US citizenship, which he did in 2016. Hundreds of other accidental Americans don’t have the luxury of such (...)
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Opinion Outlook Brazil
Brazil is in recession territory. The country’s fiscal consolidation plan had a major set-back in July as the finance minister Joaquim Levy announced a significant downward revision of the government’s primary fiscal surplus targets. In august, S&P placed Brazil’s foreign (...)
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