Global GDP Growth Outlook – Trade Tensions vs. Policy Easing
Global GDP Growth Outlook – Trade Tensions vs. Policy Easing The escalation of trade tensions is a risk to the global economy outlook. Image: Morgan Stanley Research
Global GDP Growth Outlook – Trade Tensions vs. Policy Easing The escalation of trade tensions is a risk to the global economy outlook. Image: Morgan Stanley Research
Economic Impacts of the Trade War (Global GDP) This chart shows that the expected economic impacts of the trade war should peak in 2021. Image: Bloomberg
$11 Trillion Bonds Globally Trade At Negative Interest Rates The total amount of negative interest rates climbed to USD 11 trillion. Investors are paying governments for the privilege of holding their bonds and are losing so much money in real terms. Image: Deutsche Bank Global Research
What Do You Think Is Currently the Most Crowded Trade? For FMS investors, the “Long Magnificent Seven” trade continues to be the most crowded, largely attributed to the impressive performance and market leadership of these tech stocks. Image: BofA Global Fund Manager Survey
G10 FX Carry Trade Index The Bank of Japan’s recent actions caused market turmoil termed an “ugly deleveraging event,” reflecting ongoing economic challenges in Japan. Navigating a post-deflationary landscape adds complexity to the situation. Image: BofA Global Investment Strategy
What Do You Think Is Currently the Most Crowded Trade? The “Long Magnificent Seven” trade remains widely considered the most crowded trade among FMS investors. The popularity of these stocks may be attributed to their robust performance and dominant position in the market. Image: BofA Global Fund Manager Survey
Notional Volume Traded in Listed U.S. Equity Options Will single stock option volumes continue to decline? Image: Goldman Sachs Global Investment Research
Germany Foreign Trade Balance Germany recorded its first trade deficit in goods since 1991. Could the euro fall further? Image: BofA Global Investment Strategy
Markets Performance – Reflation Trade Has the reflation trade run its course already? Image: Goldman Sachs Global Investment Research
Bubbles – FMS Investors and the Most Crowded Trade Are tech stocks and Bitcoin in bubble territory? Image: BofA Global Fund Manager Survey
World Trade Volume of Goods and Services The International Monetary Fund expects global trade to rebound in 2021 and 2022. Image: Bloomberg