The market now sees 3 rate hikes instead of 2 for for 2017. We have had this position for some time in our previous forecasts. Regarding the pace of rate hikes, it depends on economic growth and inflation. Surveys currently…
The tensions between Turkey and the Netherlands has heated up with threats of sanctions. From an investment point of view, it is politically motivated on both sides due to the elections in the Netherlands and the Turkish Referendum. The current…
Investor sentiment reached new highs after the Trump speech last week. Instead of putting new money into the market at this stage, we would suggest investors to tread carefully. Over the last couple of months, we have been increasing our…
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