Economic news
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Gold surges past USD 3,000 as haven demand grows
By Ole Hansen, Head of Commodity Strategy at Saxo
Gold breached USD 3,000 per ounce today for the first time, pushing the price of a standard 400-ounce (12.4 kg) gold bar—held by central banks globally—to USD 1,200,000. This marks a stark rise from USD 110,000...
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Economic rebalancing: trade tensions, increased defense budgets and repercussions on markets
François Rimeu, Senior Strategist, Credit Mutuel Asset Management
Significant increase in defence budgets in Europe
At the end of January we wrote that the risk surrounding the trade war seemed underestimated on equities, in particular with the questioning...
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Gold holds steady despite deleveraging risks in volatile markets
By Ole Hansen, Head of Commodity Strategy at Saxo
- Global financial markets remain on the edge as Trump's implementation and subsequent cancellation of US tariffs against major trading partners continue to stress Wall Street and the wider market
- The yellow...
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Crédit Mutuel Asset Management: March – Asset Allocation Convictions
François Rimeu, Senior Strategist, Credit Mutuel Asset Management
Crédit Mutuel Asset Management is an asset management company of Groupe La Française, the holding company of the asset management business line of Credit Mutuel Alliance Fédérale.
The uncertainty...
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Crédit Mutuel Asset Management: Public disengagement from sustainability goals: The case of the Net Zero Banking Alliance
By Armand SATCHIAN, Sustainable Investment Research Analyst, Crédit Mutuel Asset Management
Crédit Mutuel Asset Management is an asset management company of Groupe La Française, the holding company of the asset management business line of Credit Mutuel Alliance...
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Fidelity: ECB Approaches Neutral Rate Level, But Not There Yet
Below is a commentary from Salman Ahmed, global head of macro and strategic asset allocation at Fidelity International, on today's ECB meeting:
“The European Central Bank (ECB) cut its key policy rates by 25 basis points at today's meeting, bringing the deposit...
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Commodities weekly: Tariffs, trade tensions, fiscal bazooka, and Ukraine all key drivers
By Ole S. Hansen, Head of Commodity Strategy at Saxo
Ole Hansen
- Following broad weakness in late February, commodities rebounded, primarily driven by gains in precious and industrial metals
- Overall, the Bloomberg Commodities Total Return Index (BCOMTR)...
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Crédit Mutuel Asset Management: A new rate cut in sight, but the ECB will act cautiously
By François Rimeu, Senior Market Strategist, Crédit Mutuel Asset Management
Widely anticipated by financial markets, the European Central Bank (ECB) is expected to lower its deposit rate by 25 basis points (bps) to 2.5%, marking the fifth consecutive rate cut...
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AXA IM: ECB to cut again this week - easing will continue despite the hawks
Gilles Moëc, AXA Group Chief Economist and Head of AXA IM Research, discusses the upcoming ECB decision.
"In practice for this Thursday, just like everyone else we expect a fifth consecutive 25-bps cut to 2.5% for the deposit rate. The difficulty will lie...
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The ECB may appear to be on autopilot
Christine Lagarde will likely maintain a ‘data-dependent’, ‘meeting-by-meeting’ rhetoric. And she is broadly expected to proceed with her sixth 25-basis-point rate cut in almost as many meetings, bringing policy rates to 2.5%.
But appearances may be deceiving....
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European defense stocks: more ammunition left, or out of firepower?
By Jacob Falkencrone, Global Head of Investment Strategy at Saxo
While the growth potential of European defense stocks is strong, the theme is already up significantly, raising the question of how much longer this momentum can last amid high valuations and...
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Vanguard: ECB abandons restrictive policy with rate cut
The European Central Bank (ECB) is expected to deliver another 25-basis point cut to its key interest rates at the March monetary policy meeting. But the outlook thereafter has been clouded by hawkish comments from influential Governing Council members, particularly...
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Schroders Capital appoints Head and CIO of Schroders Capital Solutions
Schroders Capital, the $97.3 billion private markets business of Schroders , today announces the appointment of Vikram Bhandari to the newly-created role of Head and Chief Investment Officer (CIO) of Schroders Capital Solutions.
Vikram is based in London...
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Reaction BlackRock German elections
Germany’s conservative CDU/CSU party has secured victory in the federal election, giving it the upper hand to start coalition talks. With the Greens short of seats, CDU/CSU’s only viable two-party coalition is with the center-left SPD, excluding the far-right AfD....
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DWS on German elections: Impact on markets could be positive
It may take at least a few days for the implications of these results to sink in, not least in terms of who will negotiate with whom and on what timetable, also given possible changes in party leadership. In terms of economic policy implications, three points stand...
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