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But who knows? However, we do note that
#volatility has increased a significant five points.#WeeklyNote pic.twitter.com/P1lnWmhDCC
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#Commodities prices have already slid around 10% since the epidemic broke out.#WeeklyNote pic.twitter.com/PfBAlP62eN
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In our international portfolios, we have nevertheless set up some options-based tactical hedging to tackle any potential temporary correction, which is still a possibility after the
#market’s strong rally over recent weeks.#WeeklyNotePrikaži ovu nit -
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 nit -
We continue to apply a balanced allocation between
#growth stocks and stocks that#investors have long forsaken in our portfolios, such as#European small-caps, the#UK market and the#Japanese stock-market.#WeeklyNotePrikaži ovu nit -
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 nit -
Trends in January are largely driven by the belief that interest
#rates are set to remain very low, which hampers#banks and also fuels a rerating for#growth stocks.#WeeklyNotePrikaži ovu nit -
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 nit -
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 nit -
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 nit -
#Manufacturing#PMI for developed countries has been recovering slowly since October, including – and even in particular – in countries most exposed to#world trade.#WeeklyNote pic.twitter.com/SJZizYfKkO
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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 nit -
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 nit -
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 nit -
And the effects are particularly visible during the
#Chinese New Year period, which is usually buoyant for the sector.#ChineseNewYear
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This severely hampers spending by the 155 million
#Chinese tourists, which is currently worth between 20% and 30% of tourist spending worldwide.#Tourism#Economy#WeeklyNote pic.twitter.com/TC2k82h0zP
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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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Vieni a scoprire il commento settimanale di
@TonyCioliPuv sui mercati. Questa settimana parliamo di banche centrali e del futuro dell'inflazione.#weeklynote#trading#mercati
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