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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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    Markets Monthly Pulse #04 19: Brexit. It is a complete mess
    02.04.2019
    Monthly Pulse #04 19: Brexit. It is a complete mess

    Despite the rather positive on-going stock markets, we are clearly facing a deteriorating economic growth with indicators worsening. Brexit and the still unsolved trade conflict between the US and China further increase.

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    Markets Monthly Pulse #03 19: Risks are clearly on the down-side
    04.03.2019
    Monthly Pulse #03 19: Risks are clearly on the down-side

    February showed mixed signs with stock markets in a wait-and-see mode. Even though the macro picture is facing headwind such as deteriorating growth, some of the leading indicators in the US and Europe show surprisingly.

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