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Alicia Garcia Herrero ... (+2)
- Alicia Garcia Herrero
- Kohei Iwahara
Alicia Garcia Herrero
- Alicia Garcia Herrero
Florent Pochon
- Florent Pochon
A pause is not enough
The US tariffs continued to send shock waves through the markets, with an epic week that rivals anything seen in March 2020, 2022 or even 2008... Despite the partial activation of the “Trump put” on Wednesday with the 90-day pause decided by the US President, uncertainty remains extreme, while the tariff war between China and the United States is escalating by the hour, as is the risk of a US recession. And the pause does not seem sufficient to mitigate the distrust of dollar assets, as evidence...
Florent Pochon
- Florent Pochon
Une pause ne suffit pas
La déflagration des tarifs US s’est poursuivie avec forc e , avec une semaine épique qui n’a rien à envier aux épisodes de mars 2020, de 2022 , voire même de 2008… Malgré l’activation partielle du « Trump put » mercredi avec la pause de 90 jours décidée par D. Trump, l’incertitude reste extrême alors même que l’escalade entre la Chine et les Etats-Unis progresse d’heure en heure et que le risque de récession US aussi. Elle ne semble pas suffisante non plus pour atténuer la défiance vis-à...
Alicia Garcia Herrero ... (+2)
- Alicia Garcia Herrero
- Kohei Iwahara
Inna Mufteeva ... (+2)
- Inna Mufteeva
- Thibaut Cuilliere
Lipper-FMI fund flow data - Week ended August 29
Fund flows showed a more risk-on mood of the investors due to more positive political news flow (respite in trade war tensions, new coalition government in Italy) . Indeed, US IG and US HY enjoyed +3.5bn and +$0.69bn inflows respectively while EM debt funds got +$0.2bn. Yet, investors remained vary of equities with the $7.3bn of outflows for US-based equity funds . M oney market funds saw significant outflows at $16.2bn after solid inflows a week before -$16.2bn while l everage loan funds did no...
Inna Mufteeva ... (+2)
- Inna Mufteeva
- Thibaut Cuilliere
Lipper-FMI fund flow data - Week ended August 29
Fund flows showed a more risk-o n mood of the investors due to more positive political news flow ( respite in trade war tensions, new coalition government in Italy) . Indeed, US IG and US HY enjoyed +3.5bn and +$0.69bn inflows respectively while EM debt funds got +$0.2bn. Yet, investors remained vary of equities with the $7.3bn of outflows for US-based equity funds . M oney market funds saw significant outflows at $16.2bn after solid inflows a week before -$16.2bn while l everage loan funds did ...