Lidia Treiber retweeted
The EU and the @UN stand for multilateralism, which is the best protection against the ‘right of might’. Together we must meet the sustainable development goals, solve the climate crisis and reduce global inequalities.
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What do rising bond yields mean for banks? wisdomtree.eu/en-ie/blog/202…
#US #inflation #curve becoming inverted with #short-#term inflation hitting new #highs not seen for a while #Breakeven #spread 10y-2y #lively panel #discussion #UKPrivateWealthForum
WisdomTree: Flashback oder neue Einigkeit? So reagiert Europa auf die Rückkehr nationaler Lockdowns | 11.11.20 | finanzen.at finanzen.at/nachrichten/fond…
#foreign holders of US Sovereign debt was up in 2019 compared to 2018 - Trend visible for many EM countries - Norway, Belgium, France, UK, Israel #Demand has reignited in 2020
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#US #imported half the amount of goods from #China for the week ending 20th Feb compared to the same period last year. #Coronavirus impact on Chinese factories.
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#sharing our #fixedincome #outlook for #2020 at our Israel investor breakfast
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Leila Janah, Entrepreneur Who Hired the Poor, Dies at 37 - The New York Times. @ninavars and I miss you!!! nytimes.com/2020/01/30/busin…
#Lagarde gets it
Lagarde: As part of the review, we will launch a new series of listening events. We will run these across the entire euro area, together with colleagues from the national central banks.
Some positive news out of #China which has been lost behind #Coronavirus news
Good morning Here's the @WSJ on the Chinese government's decision to "slash tariffs on $75 billion of U.S. imports in half" Several possible motivations for this on China's side, and they are not mutually exclusive. They include: The further de-escalation of trade tensions...
Great to see #diversity changing not only for women but other #other #subgroups
Replying to @SRuhle
A lot of people say this country is moving backwards and that no progress is being made. Now we have an openly gay Democratic frontrunner in the race for president. @PeteButtigieg says we’re moving in the direction of inclusion and decency.
Lidia Treiber retweeted
Tesla shorts lost more than $5 billion in two days while Elon Musk's net worth climbs $8 billion cnb.cx/2GVc55r
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#coronaviruschina our thoughts
Expecting more pain than gain in coming months amid coronavirus spread, strategist says ift.tt/3bdTYG2
#Asset price inflation continues to be front and center of investors minds- but problem is it has impacted both #equities and #bonds. In 2020 investors are more focused on #portfolio #positioning
The disconnect between the strong jobs market and tepid wage inflation & eco growth as explained by MS's Lisa Shallett: The inflation has been in asset prices, not in the real economy, w/companies buying back shares rather than spending more on workers & capex. @bloombergradio
#Multitasset conference was lively! Strong #investor engagement.
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#Live in the #moment
Maintain a long-term perspective while still making the most of each day. #TuesdayThoughts
With the ECB and Fed leaning towards possibly allowing inflation to run above targets, these moves are not likely to see much impact on ECB policy in the near-term
Euro 5y5y inflation swaps are back to a 6-month high of 1.35%. ECB-based models suggest that the term premium hasn't moved much, i.e. inflation expectations have recovered ~20bp from their 2019 lows. Another encouraging news for the @ecb.