All North America articles – Page 17
-
White papersCross Asset Investment Strategy: July 2018
Since the beginning of the year, emerging market risky assets have become more volatile.
-
White papersReal estate: the rise of metropoles
The growing importance of megacities, the largest and most productive metropoles, is likely to have significant implications for investors, says Souad Cherfouh.
-
White papersThe FED leans hawkish and short rates move higher
While the Fed under Chair Yellen acknowledged global risks in early 2016 as a contributing factor in its decision to defer rate increases, it is unclear whether global factors would exert as significant an impact on the current FOMC.
-
-
White papersPolitical Event Risk Raises Stakes for Sudden Price Moves
Major political event risk, ranging from elections in Mexico, Brazil and the U.S., to Brexit and NAFTA negotiations, could swing equity, bond, FX and ags markets.
-
White papersAsset Allocation Update: Strong earnings prompt US equities upgrade
Amid background noise such as ongoing trade skirmishes involving the US, the evolving Chinese economy and geo-political tensions, we have spent time analysing recent market movements and the implications for risk assets.
-
White papersGlobal Real Estate Summary: Edition 2 2018
The global economic backdrop is supportive of real estate although growth has eased slightly. Central bank policy is diverging as the US leads the way with rate rises. Strong occupier and investor demand has fueled outperformance of industrial property and we expect this to continue into 2019. Some investors looking to alternatives and value-add to boost returns.
-
White papersEuro-Dollar Caught in a Fiscal-Monetary Tug-of-War
The exchange rate between the euro and U.S. dollar has been trading in a narrow range for the past eight months due to monetary and fiscal policies on both sides of the Atlantic pulling in opposite directions.
-
White papersU.S. Pullout of Iran Nuclear Deal: What Next for Oil, Business?
The United States has pulled out of the Iran nuclear deal in a move that could have wide-ranging implications for oil markets, trade and the Middle East peace process. Read about the potential impacts.
-
White papersFed vs. ECB. Towards a stronger decoupling of monetary policies?
US and European economies both continue to expand but at different paces. While US growth will likely pick up this year, boosted by an expansionist fiscal policy, the Eurozone cycle probably peaked last year.
-
White papersClimbing the wall of worry: why this is the most miserable bull market we’ve ever had
We are nine years into the equities bull market, in what has been a remarkable period for investors.
-
White papersCross Asset Investment Strategy: May 2018
While in 2017 financial markets largely ignored geopolitical risks, as they were more inclined to read the Goldilocks narrative, this mood now appears to be changing.
-
White papersEconomic Insights: April 2018
What happens after a crisis? A return to normal. The world economic expansion, now two years old, remains intact, albeit with modest deceleration outside the United States.
-
White papersFed Unwinding the Bernanke Experiments: Progress Report
The Fed will likely experience interesting challenges as it seeks to fashion a sustainable monetary policy that fits with the current economic climate and regulatory framework.
-
White papersECB: dovish tone and calm markets - but flexibility needed with volatility ahead
The overall stance is still broadly accommodative and aims to confirm the consensus view.
-
White papersGlobal Economic Outlook: More of the same for 2018?
2017 was a surprisingly calm year for the global economy. Despite the economic and geopolitical concerns voiced at the beginning of the year, fears over Brexit, Chinese debt, rising populism across Europe and Trump’s legislative agenda had negligible effect on world growth.
-
-
White papersRising bond yields point to higher commodity prices
It has been a long time coming, but investors are getting used to the idea that global bond yields are heading higher.
-
White papersMonthly FX Report
Keep up with what the market is saying and what’s happening in our marketplace.
-
White papersReplicating OTC FX Market Positions with CME FX Futures
Explore the advantages that CME FX futures offer traditional market practitioners in the OTC FX markets, and how CME FX futures can be used to replicate cost-efficient, manageable synthetic exposure to OTC FX spot, forwards, and swaps.
