Merrill: Managers Expect Stock Peak in ‘2019 or Beyond’

Global investors raised their allocation to equities to net 55% overweight in January, a two-year high, according to the latest Bank of America Merrill Lynch fund manager survey. Allocation to bonds fell to a four-year low of net 67% underweight. Investors in January were the most overweight equities relative to government bonds since August 2014, Merrill… Please follow and like us:

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Germany to add China’s yuan to currency reserves

Germany’s central bank has said it will include China’s yuan in its reserves, giving another boost to Beijing’s drive to internationalise the currency and helping send the unit to two year highs. The Bundesbank said its board had decided in July to invest in the renminbi, as it is also known, to take account of its… Please follow and like us:

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The Next Bear Market Around The Corner?

By TimeMoney.com Get The Full Ray Dalio Series in PDF Get the entire 10-part series on Ray Dalio in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues JoaquinAranoa / Pixabay With the S&P 500’s total return positive for 14 months, some investors don’t think a bear market is… Please follow and like us:

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Asia markets extend rally as Hong Kong eyes record

Asian traders continued their blistering start to the year on Monday with most markets rising and Hong Kong within spitting distance of its record high, while the euro extended its gains against the dollar. Wall Street once again provided a strong lead on the back of optimism about corporate earnings in light of Donald Trump’s tax… Please follow and like us:

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In A “Synchronized” Global Economy, China’s Numbers Are Worrisome

In a January 10 research piece, Capital Economics points to key dots that are not often connected, which is nothing new for the independent research provider. In a global economy, historically geographic regions have exhibited a degree of noncorrelation. For hundreds of years, the economic ripples occurring in China were gently felt in the US. But… Please follow and like us:

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Inflows Into Nearly Every Asset Class In 2017 – 2018 Warm Up Act?

Although the overarching story of global markets in 2017 was subdued volatility, overall there were net inflows almost entirely across the board – with global equity mutual funds/ETFs (US$281bn), bond funds (US$346bn), global money markets (US$145bn) and commodities (US$8.6bn) recording increases. Investors poured record net inflows of over $620bn into global equity mutual funds/ETFs and bond… Please follow and like us:

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Amid Euphoria In US, European Equity Managers Still Very Cautious

While US investors seem to be bullish on the outlook for equities, it seems European equity managers are more cautious on the outlook for stocks in the year ahead. Earlier this week, Bank of America issued its weekly client flow trends report, which showed that private clients purchased a net $1.3 billion of stocks last week… Please follow and like us:

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Forex Investors Buzz Week Ahead Dec 11 – 15

Forex Investors Buzz Week Ahead Dec 11 – 15 Bank of England will be deciding on monetary policy ECB will deliver its latest monetary policy decision Japan, analysts are eyeing Tankan’s quarterly business condition Next week, the most important event will be the Fed monetary policy decision. The ECB and the Bank of England will also… Please follow and like us:

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Global regulators seal final post-crisis banking rules

Regulators from around the world polished off the final set of new regulations for banks in Frankfurt on Thursday, the Basel Committee on Banking Supervision said in a statement, closing a saga begun at the height of the financial crisis. Completing the so-called “Basel III” reforms “represents a major milestone that will make the capital framework… Please follow and like us:

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Morgan Stanley: When Will The Bull Market End?

Trying to predict the end of economic cycles isn’t an easy game, but analysts at Morgan Stanley believe that they have some idea as to the date of the current bull market end. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read… Please follow and like us:

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Moody’s Warns That European Banks Are “Vulnerable” As Draghi Scales Back ECB Program

Today the European Central Bank announced that it would scale down its giant bond-buying program while extending it deep into 2018. This gradual taper is designed to put the region on a path to higher interest rates, and the economic recovery gathers pace without spooking markets. Get The Timeless Reading eBook in PDF Get the entire… Please follow and like us:

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Hedge Fund Assets Set Fifth Quarterly Inflow Record

Total hedge fund capital through the third quarter increased to a $3.15 trillion, up $50 billion over the April-to-June period and the fifth straight record quarterly level, Hedge Fund Research reported last week. Steady performance and investor inflows drove the increase, HFR said, as global economic growth prospects improved despite continued elevated geopolitical risks. Global fund… Please follow and like us:

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AI-based Facial Recognition Used To Decode Central Banker’s Inner Thoughts

As the world of artificial intelligence is racing with humanity into the future, deep moral questions are being raised about the efficacy and even sustainability of the current path. When AI-based facial recognition was used to identify the sexual orientation of men with up to 91% accuracy, for instance, it resulted in shockwaves. A computer could… Please follow and like us:

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Central bankers bet weak inflation won’t last forever

The European Central Bank expects a pickup in inflation even though wages have remained weak during the current economic recovery, its vice president, Vitor Constancio, said Sunday. Constancio was joined in Washington by other central bank leaders, who likewise said they expected inflation to rise at some point despite its perplexing weakness across advanced economies. “The… Please follow and like us:

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Spain – Catalonia banks nervous as IMF warns of fallout

After Sabadell, Spain’s third major bank CaixaBank announced plans to transfer its regional headquarters out of Catalonia seperatists leaders threatened to declare independence. Together, CaixaBank Bank and Sabadell account for nearly 15 percent of Spain’s total banking assets. Their plans to leave Catalonia are likely to deal a serious blow to the region’s finances Guntram Wolff,… Please follow and like us:

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