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Céline Clari
- Céline Clari
Continued mistrust of the US?
The return of the public deficit theme, rekindled by the US tax bill and Moody’s downgrade of the US credit rating last Friday, dominated the week, resulting in a fall in the dollar and strong pressure on interest rates. Next week, there will be a raft of major macroeconomic releases, with notably core PCE and the second GDP estimate in the United States, and inflation figures in Europe which could validate the ECB’s accommodating policy.
Céline Clari
- Céline Clari
Poursuite de la défiance US ?
Le retour du thème des déficits publics, ravivé par la proposition fiscale américaine et la dégradation de la note des États-Unis par Moody’s vendredi dernier, a dominé la semaine se traduisant notamment par une chute du dollar et une forte tension sur les taux. La semaine à venir sera riche en publications macro-économiques majeures, avec notamment le core PCE et la deuxième estimation du PIB aux États-Unis et les chiffres de l'inflation en Europe qui pourraient valider la politique acc...
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 ...