Cross Asset Investment Strategy October 2019
Thursday 10 October 2019
In their September meetings, both the ECB and Fed confirmed their easing mode. The ECB delivered a full monetary policy package (pre-announced in previous months), combining conventional and unconventional tools, together with the introduction of new measures aimed at reducing the side effects of negative rates.
Central banks have confirmed the shift to a much more accommodative stance.
Cross Asset Investment Strategy - September 2022
While a global recession may be avoided, we are likely to see growth deceleration and high inflation.
ECB's capacity to hike rates depends on antifragmentation tool
Monthly Cross Asset - July 2022
Macroeconomic Picture - July/August 2022
Cross Asset Investment Strategy