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Visión de mercado

Negative yields are becoming the new normal
Negative yields are becoming the new normal
The ECB has adopted a long-term negative interest rate policy.
06-08-2019 | Visión
Central bank watcher: Time to deliver
Central bank watcher: Time to deliver
Central banks across the spectrum have made a big shift and are now focused on the best way to make their policies more accommodative.
31-07-2019 | Visión
Easing does it
Easing does it
Market expectations for central bank policy rates have come down substantially, following continued weakness in global economic conditions and the rift in the trade talks between the US and China.
10-06-2019 | Visión
UK hotel runs on battery power
UK hotel runs on battery power
A battery the size of a delivery truck is being used to power a UK hotel, cutting its carbon footprint while saving money.
21-01-2019 | Estadísticas extraordinarias
Merkeldämmerung
Merkeldämmerung
The twilight of the Merkel era (playfully referred to in German as Merkeldämmerung) could be added to the list of political risks for the Eurozone in 2019.
11-12-2018 | Visión
The return of Term Premium
The return of Term Premium
Despite all the focus on the inflation outlook and ongoing Fed hikes, the recent sell-off in US Treasuries was actually driven to a large extent by a reawaking of the term premium.
19-11-2018 | Visión
A first step towards normalization
A first step towards normalization
The European Central Bank is ready to raise interest rates for the first time since Draghi took office.
11-11-2018 | Visión
Excessive
Excessive
It looks unlikely that Italy’s new populist government will seek confrontation with Brussels about its budget for 2019 after all.
26-09-2018 | Columna
Watch your Term Premium!
Watch your Term Premium!
It crops up as a topic of discussion every now and again: the ‘term premium’.
09-04-2018 | Visión
The battle for Frankfurt
The battle for Frankfurt
Spain is back.
27-03-2018 | Columna
Perspectiva en credíto: la gestión del riesgo es clave
Perspectiva en credíto: la gestión del riesgo es clave
La economía mundial marcha muy bien y los beneficios empresariales se disparan, pero vosotros mantenéis la prudencia sobre los créditos.
23-01-2018 | Vídeo
The future of the euro: to integrate or disintegrate?
The future of the euro: to integrate or disintegrate?
The euro’s future may better lie with further integration rather than disintegration, our five-year outlook believes.
19-09-2017 | Perspectiva a 5 años
Chart of 2017 #2: Bond madness!
Chart of 2017 #2: Bond madness!
For our second chart extraordinaire in a series of three, senior portfolio manager Jeroen Blokland picked this one entitled ‘Bond Madness!
10-01-2017 | Visión
Oportunidades en Grado de Inversión
Oportunidades en Grado de Inversión
Peter Kwaak analiza los efectos del programa del BCE en los mercados de crédito.
05-09-2016 | Vídeo