14Mar 17
March Rate Hike and Fed Policy
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…
13Mar 17
Turkish Referendum and Dutch Spat
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…
05Mar 17
05Mar 17
Global Macro Watch™ – Market Risks
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…
21Feb 17
09Feb 17
CB-Index™ January 2017
CB-Index™ January 2017 Key Highlights: Policy rates are still negative in 3 developed markets - Japan, Switzerland and Sweden. Rate changes in develped markets: none. Euro Zone, Japan and Canada…