2023 Investment Outlook - Some light for investors after the...
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Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.5 to 10 minutes
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Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.5 to 10 minutes
The Fed has started shrinking its balance sheet as part of its fight against elevated inflation.5 to 10 minutes
Understanding the outcome of the November FOMC meeting and its market implications5 to 10 minutes
The flattening of the US yield curve will depend on the persistence of core inflation and on the impact of monetary tightening on growth.5 to 10 minutes
TLTRO repayments and redemptions will drive incoming ECB passive QT over the next few quarters.5 to 10 minutes
Understanding the outcome of the July FOMC meeting and its market and implications.5 to 10 minutes
The origins of inflation are not always well understood. While some economists had warned of impending inflation as early as last year, few had anticipated the dramatic shift in spending from services to goods and the effects of such a shift.5 to 10 minutes
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