Tag Archives: eurozone recovery

In 2017, the ECB should learn to break the rules

This is going to be a crucial year for the European Union. There are more and more voices predicting its disintegration. With the political events that are ahead, it’s not a possibility that should be taken lightly.

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China cuts growth estimate, but stock market selloff is overdone

China cut its economic growth estimate for last year, and although the revision was minuscule, it was enough to send jitters through markets again.

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Eurozone banks get help from ECB collateral measure

A small step for the ECB, a big step for eurozone banks could be one way of looking at a recent announcement by the European Central Bank that it is widening the array of financial instruments that it is accepting as collateral for its monetary operations.

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Extreme fear leads to record outflows from equities

An indicator of investor sentiment has fallen to extreme fear levels, after sinking deeper into bearish territory in previous weeks.

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Four scary things about the stock market crash

For years, investors haven’t seen such a crash in the stock markets. In what was supposed to be a sleepy holiday month, some traders had to cancel their holidays because of the market turmoil.

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Sentiment turns extremely bearish as investors flee emerging markets

Fear deepened and sentiment is now extremely bearish, while outflows from risky assets intensified last week, data from Bank of America Merrill Lynch showed.

The bank’s proprietary bull/bear index became even more bearish than last week, falling to 1.4 – a very strong contrarian “buy” signal if you’re brave.

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Extreme bearishness triggers contrarian ‘buy’ signal

Extreme bearishness dominated the markets last week, when investors rotated out of high-beta assets like high-yield debt and emerging markets bonds and equities to high quality government bonds, money markets and utilities funds.

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European equities benefit from Fed interest rate hike talk

Another strong week for European equities in terms of capital flows shows the asset class well on track to post its strongest year ever.

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The next European crisis: the real estate sector

If you’re curious to see where the seeds of the next financial crisis are in Europe, take a look at what’s happening in the real estate sector.

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High-yield assets underperform as Fed rate rise nears

The “mania” for high-yielding assets is showing “major fatigue” as the moment of the first interest rate rise in nine years by the Federal Reserve draws near, analysts at Bank of America Merrill Lynch said.

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