Results for “Euro area”

…tically changed things, it was clear that the real prize – real peace – was still far away. We were in Barcelona, for a Euro-Mediterranean meeting under the auspices of King Juan Carlos, aimed at trying to re-invigorate negotiations. The ceremonial centrepiece of the event was a...

…une 2000) 1059 UN Security Council Presidential Statement on Israel’s Withdrawal from South Lebanon (18 June 2000) 1070 European Parliament Votes to Suspend Euro-Israeli Association Agreement (10 April 2002) 1072 UN Security Council Resolution 1559 (2004) (2 September 2004) 1075...

European Equity Strategy 2017 year ahead – Refining the reflation rotation 01 December 2016 Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] Key takeaways • 2017 - Reflation, Reversal, Rotation, Relief or Revolt. EPS to tu...

…weight the US, and move most of the overweight into EM Asia. We have moved some of our credit overweight from the US to Europe. � Economics –– The data flows continue to confirm that June/July was likely the bottom in global activity growth, and that we are gently lifting from th...

… another 1-2 months to see how consumers are responding to higher taxes. * Fixed Income –– Search for carry to trump Euro area jitters over time. * Equities –– Japan remains our main country overweight. * Credit –– We OW covered bonds in the Euro periphery over senior ba...

… another 1-2 months to see how consumers are responding to higher taxes. * Fixed Income –– Search for carry to trump Euro area jitters over time. * Equities –– Japan remains our main country overweight. * Credit –– We OW covered bonds in the Euro periphery over senior ba...

…win, Richard, Di Nino, Virginia, Fontagne, Lionel, De Santis, Roberto, and Taglioni, Daira, "Study on the Impact of the Euro on Trade and Foreign Direct Investment," European Economic and Monetary Union Working Paper No. 321, May 2008. http://papers.ssrn.com/sol3/papers.cfm?abstr...

…e hunt for yield If yields only rise modestly next year then the hunt for yield will live on. We keep a yield basket in European equities, AT1s and spread in Euro/US credit. We go outright long European Healthcare by lifting our Food & Beverage short, which has dropped sharply. O...

… of others, while others have malignant and costly consequences. Exquisite studies pioneered by the American cognitive neuroscientist Kent Berridge have uncovered the core elements of pleasure, including distinctive systems of wanting, liking and learning. We, and hundreds of oth...

…DP growth. Growth has also begun to pick up in key areas of the emerging markets, including China and Brazil. While the Eurozone economy remains weak, we expect Q3 2012 to mark the bottom, and that growth will begin to get "less bad" from Q4 2012. Equities Equity markets have bee...

… currency. Watch next week’s BoJ meeting, led by newly appointed Governor Kuroda, for new reflationary measures. e The Euro area economy remains in recession, while policy makers are making little effort to reverse the contraction. We monitor signs of any large deposit flight po...

… currency. Watch next week’s BoJ meeting, led by newly appointed Governor Kuroda, for new reflationary measures. e The Euro area economy remains in recession, while policy makers are making little effort to reverse the contraction. We monitor signs of any large deposit flight po...

…he currency. Watch next week’s BoJ meeting, led by newly appointed Governor Kuroda, for new reflationary measures. The Euro area economy remains in recession, while policy makers are making little effort to reverse the contraction. We monitor signs of any large deposit flight po...

…ep-13 YTD Return* United States Fed funds rate 0.125 0.125 0.125 0.125 0.125 0-year yields 1.63 2.00 2.00 2.00 2.25 26% Euro area Refi rate 0.75 0.75 0.75 0.75 0.75 0-year yields 1.35 2.00 2.15 2.25 2.25 3.9% United Kingdom Repo rate 0.50 0.50 0.50 0.50 0.50 0-year yields 1.74 2....

…14 YTD Return* United States Fed funds rate 0.125 0.125 0.125 0.125 0.125 0-year yields 1.85 2.00 2.10 2.25 2.35 -0.5% Euro area Refi rate 0.75 0.75 0.75 0.75 0.75 0-year yields 1.29 1.55 1.70 1.80 1.90 0.0% United Kingdom Repo rate 0.50 0.50 0.50 0.50 0.50 0-year yields 177 2...