Tag: United States
J. Safra Sarasin: Expect persistent Q2 downside risk and sell the rallies
Bank of Singapore: “More of the same” from Powell, expect four 2018 rate hikes
Overconcentration of ETFs is likely to lead to next equity correction: Noah’s Ma
BoS urges caution on surging US deficit
UBS WM urges investors to monitor bond yields
UBP: 3-3.5% US 10yr Treasury yields a reasonable expectation
Stock market volatility reflects increasing macro turbulence?
Bank of Singapore upgrades Asian FX
US’s solid wage growth to lead to more hawkish stance in 2018
J. Safra Sarasin: Financial market shifting back to 2005
Bank of Singapore: It’s “easy to see” 3% year-end yield for 10Y UST
J. Safra Sarasin: Tilt back to value stocks
Pictet Wealth Management: 2017 US economy “was not firing on all cylinders”
We’re still in the middle of the global business cycle: UBS’s Hu
J. Safra Sarasin: US tax reforms to fuel another equity rally
AM Heat Map: European HY gains traction from US HY spillover
DBS: Latest PBoC rate hike portents continued tightening in China
Asian private clients represent “significant” proportion of inflows into GSAM active equity strategies
Credit Suisse reveals its five investment themes for 2018
US equities will be “worst performer” over next five years: Morgan Stanley’s global CIO
Pictet WM: DM equities to surge at same pace of earnings growth
Julius Baer: Vertigo is “a natural reflex” as global growth outlook accelerates
J. Safra Sarasin: US equities a “bull market where nobody is buying”
Julius Baer expects “renaissance of the reflation story” in the US
Pictet WM: Still some “juice” left in US business cycle
Asian investors increasingly using multi-strategy platforms to access DM HY bonds: Barings
Pictet WM raises 2017, 2018 US GDP growth forecasts
As a non-signatory to CRS, the US is becoming a “favourable” trust jurisdiction for Chinese HNWIs
J. Safra Sarasin: US equities showing “no sign of reaching a top”
Pictet WM: Six obstacles to Trump’s tax reforms
LGT: Geopolitical risks offset positive Fed news
Deutsche Bank WM: European equities to underperform the US?
Bank of Singapore: Natural disasters have limited impact on the US economy
Julius Baer: Gold prices have “run out of steam”
Pictet WM: Fed is caught in an “acute dilemma”
Deutsche Bank WM flags the major risks facing the US market
J. Safra Sarasin to add equity exposure amid seasonal third-quarter market weakness
BoS: Higher defence spending threatens US tax reforms
DBS: Volatility to “stay elevated” over coming months due to geopolitics
BoS advises investors to use put options as US-North Korea tensions escalate
Pictet WM buys put options on US equities to mitigate risk
BoS: Investors should capitalise on low volatility while it lasts
DBS: US equities caught in “cross-currents”
Asia’s private banks up cash allocations despite low volatility
DBS: Withdrawal of QE “not on the cards” any time soon
Lombard Odier: European, EM equities to outperform US
