14 results for keyword "monetary policy"

Article on tag "monetary policy"

Bleaker sentiment on the financial markets
Bleaker sentiment on the financial markets
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Bleaker sentiment on the financial markets

The environment on the financial markets has become a bit bleaker. Growth rates of industrial output and the survey-based indicators for economic growth are falling, while the trade conflict between the USA and China and the tense geopolitical situation in the Middle East has caused the risk for global growth to increase further. Will the environment remain generally supportive to risky asset classes?

Quo Vadis Italia? – The 2018 general election in Italy and its importance to the economy
Quo Vadis Italia? – The 2018 general election in Italy and its importance to the economy
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Quo Vadis Italia? – The 2018 general election in Italy and its importance to the economy

The economic environment for Italy remains challenging. The fundamental problem is the low economic growth. Although the composition of the future government is still unclear, the party programs imply a persistent reform deadlock.

US central bank will start reducing bond holdings in October
US central bank will start reducing bond holdings in October
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US central bank will start reducing bond holdings in October

The most important central bank in the world, the Federal Reserve of the USA, has announced a historic decision as a result of its FOMC meeting on 20 September: the central bank balance sheet, hugely inflated in the wake of the bond purchase programme, will be gradually reduced from October onwards. Generally speaking this is […]

Global stock markets: Break, correction or worse?
Global stock markets: Break, correction or worse?
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Global stock markets: Break, correction or worse?

The probability that there is another leg up for global equity markets is bigger than a significant correction in the near-term. However, there are no guarantees when it comes to investments in stocks in contrast to, as somebody said, the purchase of a vacuum cleaner. In case that the earnings momentum is cooling down or, for example, the macro-backdrop deteriorates, an extended period of equity markets going sideways or a correction cannot be excluded.

Solid Growth
Solid Growth
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Solid Growth

Some ten years after the outbreak of the Great Recession, global economic growth is positive and broadly based, inflation is low in the developed economies and falling in important emerging economies, and monetary policies are very supportive, cautious, and predictable. At the same time, company earnings growth has increased significantly, and the volatilities of many asset prices are low. This environment is generally positive for risky asset classes.