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Markets Monthly Pulse: ECONOMIC OUTLOOK
31.01.2020
Monthly Pulse: ECONOMIC OUTLOOK

The announcement of a phase-one deal between the USA and China and the Tories’ landslide victory in the UK led to a strong year-end rally in cyclical assets.  No doubt: 2019 will go down in history as an exceptionally.

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Markets Monthly Pulse: REVIEW AND OUTLOOK
08.01.2020
Monthly Pulse: REVIEW AND OUTLOOK

The year 2019 closed as a remarkable year. The fears at the end of 2018 were not self-fulfilling. The economy still went strong and the FED started a new quantitative easing program.  Despite of 3 interest rate hikes.

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Markets Economic Outlook: Is it different this time?
03.12.2019
Economic Outlook: Is it different this time?

A year ago, equity markets started to slump and lost roughly 9% last December. Lacking company earnings, geopolitics could impact markets more significantly. Clarus Capital does not expect a repetition.

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Markets Monthly Pulse #11 19: Lately the noise about risks eased. But these may be short-term effects and could reverse quickly.
05.11.2019
Monthly Pulse #11 19: Lately the noise about risks eased. But these may be short-term effects and could reverse quickly.

Lately the noise about risks eased. The EU and UK agreed on a further extension of Brexit in mid-October, and trade talks between US and China are currently promising. But these may be short-term effects and could.

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Markets Monthly Pulse #10 19: Geopolitical risks have decreased on various fronts
08.10.2019
Monthly Pulse #10 19: Geopolitical risks have decreased on various fronts

In recent weeks, geopolitical risks have decreased on various fronts. In the trade dispute between the US and China as well, much more conciliatory tone has been struck recently. However, it is still too early to assume.

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Markets Monthly Pulse #09 19: The global economy continues to be sluggish
05.09.2019
Monthly Pulse #09 19: The global economy continues to be sluggish

The latest economic data from the Eurozone points to continued weakness. The situation is particularly worrying in the manufacturing sector. In recent weeks, the escalation screw in the trade conflict between the US and.

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Markets Monthly Pulse #08 19: FED cuts interest rates for the first time since December 2008 by 25 basis points
06.08.2019
Monthly Pulse #08 19: FED cuts interest rates for the first time since December 2008 by 25 basis points

Markets expected more of a dovish stance in terms of the Forward Guidance though and took Powell’s statement as somewhat hawkish. The question will however remain: was this an insurance cut or rather a beginning of an.

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Markets Monthly Pulse #07 19: Leading economic indicators have weakened further
03.07.2019
Monthly Pulse #07 19: Leading economic indicators have weakened further

In the wake of the intensification of the trade conflict between the USA and China, the leading economic indicators have weakened further. Despite of the reset during the G20 summit, trade war will be an ongoing concern.

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Markets Monthly Pulse #06 19: Fundamentals have taken a backseat in recent weeks
01.06.2019
Monthly Pulse #06 19: Fundamentals have taken a backseat in recent weeks

It comes as no surprise that fundamentals have taken a backseat in recent weeks. Markets fluctuate between hopes and fears in the all-dominant trade conflict. Although investors agree economic and financial risks have.

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Markets Monthly Pulse #05 19: Central banks have the room to be patient
02.05.2019
Monthly Pulse #05 19: Central banks have the room to be patient

The FED stays in its patient and neutral stance. As core inflation remains muted in many countries, despite higher wage growth, central banks have the room to be patient. Markets are still pricing in two cuts by end of.

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