Đánh giá Phân tích | Page 10
02.03.2020 12:36
War of the worlds: viral crash-test – still not a disaster
Panic on the topic of the virus still seems excessive, but investors are beginning to consider not only the economic impact of the epidemic but the risk of losing trump in the presidential election in November, what causes global capital outflow from US assets. Capitalization of the US stock market ...
Read more
24.02.2020 12:29
To each his own: one − a virus, the other − a medicine
Fed
The minutes of the meeting on January 29 turned out to be useless. The Federal Reserve is potentially ready for a policy change, that is, the likelihood of lower rates is lower than increases. The chorus of speeches by the Fed members was surprisingly well-coordinated: everyone is sure that...
Read more
17.02.2020 11:55
The market is actively ill: there is no immunity to risk yet
So …
FRS Protocol, February 19
The January 29 document is hopelessly outdated even for analysts. The impact of the epidemic on the US economy could not be assessed before the release of statistics for February, and Powell’s position on the FRS's balance sheet was set out at a January press con...
Read more
10.02.2020 11:56
Non olet! … or virus doesn’t hinder markets
We review strictly the strongest factors:
Pound
The Briton continues to fall amid mutual threats between the EU and Britain on a post-Brexit deal. Britain is threatening to raise duties on imports of France's products and Germany's cars, Macron wants to tighten the EU's mandate for any trade d...
Read more
03.02.2020 11:54
«Free» Britain: victory or sentence?
The main theme of last week, of course, is British.
Commemoratives in honour of Brexit were sold out in a matter of hours − the Royal Mint barely handled the orders. UK and EU begin to live separately, but a hangover after the festive banquet prevents assessing the prospects.
Scottish nationalists...
Read more