MUFG Asset Management (UK) ’s Post

↘ Eurozone: more interest rate cuts coming With the European Central Bank (ECB) approaching its next monetary policy decision on 12 September, attention is turning to the updated macroeconomic projections set to be released. Our base case predicts another 25 basis points rate cut at the upcoming meeting, followed by a similar adjustment in December. This outlook is driven by three key factors: 1️⃣ Stable Growth Outlook: We anticipate minimal changes in the growth forecasts, signaling a continued recovery. 2️⃣ Disinflationary Trends: Despite ongoing concerns about core inflation persistence, headline disinflation remains the dominant force influencing the ECB's policy approach. 3️⃣ Improving Financial Conditions: Gradual small improvements in financial conditions further support the ECB's current strategy. For more detailed analysis and insights, check out our full note below. #ecb #interestrates #macro #outlook #eurozone https://lnkd.in/eChURQcH

Global investment outlook for 3Q24.   • Central banks battle inflation while trying to avoid a crisis • Sentiment appears to be in favor of the US avoiding a recession • Fed and ECB are about to start cutting rates • Bonds are typically a safe place to be • Global bonds bring diversification benefits to the portfolio • We think Global bonds could benefit from falling interest rates • Oil prices have moved sideways • The global economic growth outlook remains uncertain • Central banks have loaded up on gold, maybe switching from US$? • Gold protects value in times of uncertainty and market downturns • Gold has strong momentum   You can follow our All Weather Strategies in Thailand through FINNOMENA.   **This is not a recommendation or investment advice. Past performance should not be taken as an indication or guarantee of future performance, and no representation or warranty, expressed or implied, is made regarding future performance.**   #allweather #assetallocation #stocks #bonds #gold #commodities

📊 Mastering Forex Fundamental Analysis 📊 🌍 Economic Indicators: GDP, inflation rates, and employment data offer insights into economic health. 💼 Central Bank Policies: Keep an eye on interest rates and monetary policy decisions from major central banks. 🌐 Geopolitical Events: Political instability and trade tensions can sway currency markets. 📈 Market Sentiment: Monitor trader sentiment and positioning data for market direction clues. 💰 Commodity Prices: Changes in commodity markets can affect currencies of exporting countries. 📅 Economic Events Calendar: Stay updated on key economic releases and events shaping currency movements. 📈 Historical Data Analysis: Learn from past trends to anticipate future market reactions. 🔍 Remember, combining fundamental analysis with technical analysis enhances trading strategies! #Forex #Trading #FundamentalAnalysis #FinancialMarkets 🚀

Global investment outlook for 3Q24.   • Central banks battle inflation while trying to avoid a crisis • Sentiment appears to be in favor of the US avoiding a recession • Fed and ECB are about to start cutting rates • Bonds are typically a safe place to be • Global bonds bring diversification benefits to the portfolio • We think Global bonds could benefit from falling interest rates • Oil prices have moved sideways • The global economic growth outlook remains uncertain • Central banks have loaded up on gold, maybe switching from US$? • Gold protects value in times of uncertainty and market downturns • Gold has strong momentum   You can follow our All Weather Strategies in Thailand through FINNOMENA.   **This is not a recommendation or investment advice. Past performance should not be taken as an indication or guarantee of future performance, and no representation or warranty, expressed or implied, is made regarding future performance.**   #allweather #assetallocation #stocks #bonds #gold #commodities

As inflation moderates toward central bank targets, investors can feel optimistic that interest rates will start to come down and that a stable global recovery will take hold in 2024. Investors may look to Japanese and European equities as well as mortgage-backed securities for opportunity. Here are some trends to keep an eye out for the reminder of the year.

🌍💱 Fundamental Analysis Insights for Forex Trading: Economic Indicators: Watch GDP, employment, inflation, and manufacturing data. 📈💼 Central Bank Decisions: Monitor interest rates and policy statements for currency impact. 🏦💬 Geopolitical Events: Stay informed about global political developments affecting currencies. 🌐🗞️ Fundamental analysis helps traders understand the market's big picture.  #ForexTrading #FundamentalAnalysis 💼📊

Asia markets mostly up ahead of central bank decisions, U.S. and China inflation data this week. This week, investors were anticipating inflation data from the United States and China in addition to Asia-Pacific markets, which were predominantly ahead of central bank decisions. #Worldmarket #economy #inflation #investment https://lnkd.in/dgypcDUa

https://lnkd.in/eRUwy3v3 The International Monetary Fund urged Asian central banks to focus on domestic inflation and avoid tying their policy decisions too closely to anticipated move...

Daily Currency Update: 30/01/2024 This week will be packed with central bank and economic data releases, driving market sentiment and potentially increasing FX volatility. Investors will be glued to signals on future rate cuts from the Fed and the BoE, while Eurozone recession and Chinese economic health remain in focus. Central Banks take center stage: ➡Tuesday: Eurozone Q4 GDP data could seal a technical recession. ➡Wednesday: China's PMI may impact market sentiment. ➡Wednesday: The Fed is expected to hold rates, but signals on future cuts will be key. ➡Thursday: The Bank of England is likely to change their rhetoric for now. ➡Thursday: Eurozone inflation data should show continued progress. ➡ Friday: US non-farm payrolls are expected to soften slightly.  #UK #US #EU #OFX #FX #Currency #International #Payments #Currency #Markets #Rates #Payments

Our weekly newsletter, Investment Viewpoint, simplifies the complex with clear and concise market insights. Here's what we cover in our latest edition: ◼ Last week #equity markets continued to push higher while #bond markets corrected modestly. Why was this? Bernard Swords, Goodbody Chief Investment Officer, explains. ◼ The key takeaways from the US #inflation reports from a central bank point of view. ◼ We also preview the euro area CPI report which will be released this week and the upcoming #FOMC meeting. Read our views here: https://lnkd.in/e9NrgAue