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We have tactically increased the weighting of
#US bonds in our international portfolios in order to cushion any hypothetical fresh drop in equities over the days ahead.#WeeklyNotePrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Additionally, part of the
#market shock is absorbed by the stabilizing effect of the drop in long-term#rates, just like last summer.#WeeklyNotePrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
But who knows? However, we do note that
#volatility has increased a significant five points.#WeeklyNotepic.twitter.com/P1lnWmhDCC
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Some observers think that the drop on the
#StockMarkets since the start of the epidemic (-8% on the#MSCIEmerging, and -2% for the#MSCIWorld) is still too small when compared with the risks from the disruption created by the coronavirus.#WeeklyNotePrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
French
#GDP figures (-0.1%) and#Italian stats (-0.3%) for 4Q admittedly disappointed, but the overall situation still points to an underlying#economic stabilization after two years of slowdown.#WeeklyNotePrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
New car registrations have taken a clear upturn in
#Europe over the past few months, showing that the previous decline was particularly a result of disruptions in supply due to the energy transition and regulatory changes.#WeeklyNotePrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
#Manufacturing#PMI for developed countries has been recovering slowly since October, including – and even in particular – in countries most exposed to#world trade.#WeeklyNotepic.twitter.com/SJZizYfKkO
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
In the same vein,
#Bloomberg analysts expect#China to suffer a 1.5% slowdown in 1Q, although only 0.2% over the year as a whole, with 5.7% growth in 2020 vs. 5.9% previously expected.#WeeklyNotePrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
By way of example,
#GoldmanSachs believes that the#coronavirus outbreak could slice 0.4% off#US#GDP in the first quarter of the year, with the shock almost fully absorbed in the second quarter, leading to a neutral effect over the full year 2020.#WeeklyNotePrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Even if a small number of companies collapse over the period, modern
#epidemics have very few long-lasting#macroeconomic effects (somewhat similar to a long-lasting strike).#WeeklyNotePrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
#Commodities prices have already slid around 10% since the epidemic broke out.#WeeklyNotepic.twitter.com/PfBAlP62eN
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And the effects are particularly visible during the
#Chinese New Year period, which is usually buoyant for the sector.#ChineseNewYear
#WeeklyNotePrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
This severely hampers spending by the 155 million
#Chinese tourists, which is currently worth between 20% and 30% of tourist spending worldwide.#Tourism#Economy#WeeklyNotepic.twitter.com/TC2k82h0zP
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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[
#WeeklyNote] As the United Kingdom and the#EuropeanUnion parted ways after a rocky 47-year partnership, investor anxiety homed in on the#coronavirus. Our scenarios => https://www.dorval-am.com/en_FR/points-de-vue-experts/exposure-rates-dorval-asset-management-range-31st-january-2020 …pic.twitter.com/aczaqrG8aw
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[THE MICRO] Activity in these two sectors is however on a clear recovery path.
#DorvalDMCpic.twitter.com/fjGRSZ54uN
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[THE MICRO] The two emblematic value sectors of the
#EuroZone, the#automobile and the#banks, have recently given back a part of their#market#performance of Q4 2019.#DorvalDMCpic.twitter.com/dIG9X4Bt7g
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[MARKET DYNAMICS] On the contrary, defensive stocks have recently outperformed. There is no excess economic optimism.
#DorvalDMCpic.twitter.com/7JNmGdFVYw
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[MARKET DYNAMICS] Neither investor surveys nor the recent poor performance of cyclical stocks indicate any euphoria about the economic cycle.
#DorvalDMCpic.twitter.com/T7oujaKi2g
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[VALUATION] Relative to bond yields, however, even high P/E stocks remain attractive.
#DorvalDMCpic.twitter.com/zbr5tUVIat
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