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Market Outlooks
Market Week in Review: Could the coronavirus outbreak trigger a recession?
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On the latest edition of Market Week in Review, Quantitative Investment Strategist Dr. Kara Ng and Head of AIS Business Solutions Sophie Antal Gilbert discussed the latest on the coronavirus outbreak and its potential impact on global markets and economies.
Market Outlooks
Weekly Fixed Income Commentary: Treasury yields decline on renewed coronavirus fears
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U.S. Treasury yields fell last week, led by longer maturities. This flight-to-quality rally was driven by fears that the coronavirus may cause a larger-than-expected drag on global economic growth. Market expectations for Federal Reserve (Fed) rate cuts in 2020 reflect roughly 1.8 cuts, which would translate to 46 basis points of easing.
Market Outlooks
Weekly Investment Commentary: Coronavirus concerns spark a renewed risk-off trade
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Investor attention remains dominated by the possible economic impacts of the coronavirus. Investors had temporarily returned to a risk-on stance, on hopes that the virus had peaked, but a more defensive flight-to-quality trade took hold last week on news of additional outbreaks.
Market Outlooks
Market Week in Review: Does coronavirus pose a long-term risk to the global economy?
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On the latest edition of Market Week in Review, Senior Investment Strategist Paul Eitelman and Head of AIS Business Solutions Sophie Antal Gilbert discussed the latest coronavirus headlines, flash PMI (purchasing managers’ index) data for February and watchpoints for markets as the U.S. Democratic primary season heats up.
Market Outlooks
Weekly Investment Commentary: Economic growth should eventually show signs of improvement
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Equity markets continued to rise last week, as investors began to look past coronavirus-related fears. In our view, the economic damage caused by the coronavirus could be significant in isolated areas but it should be relatively temporary and hopefully well contained. We see no signs that the 10+ year economic expansion or equity bull market are likely to end, although we think valuations look stretched, which presents near-term risks.
Market Outlooks
Market Week in Review: Coronavirus and the global economy: Stimulus to the rescue?
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On the latest edition of Market Week in Review, Senior Portfolio Manager Megan Roach and Research Analyst Brian Yadao discussed the latest coronavirus developments as well as recently released European macroeconomic data. They also chatted about U.S. Federal Reserve (the Fed) Chairman Jerome Powell’s testimony before Congress, and provided an update on fourth-quarter earnings season.
Market Outlooks
Weekly Investment Commentary: Stocks bounce back amid coronavirus fears
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The ongoing coronavirus crisis dominated financial headlines last week, although investors also focused on the positives of continued solid corporate earnings, good economic data and the U.S. political backdrop. On balance, the good news won out last week, as equities rebounded following two weeks of more than -1% drops in the S&P 500 Index to rise 3.2%, the best weekly performance since last June.
Market Outlooks
Market Week in Review: Post-holiday cheer: U.S. January jobs report shines, manufacturing expands
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The U.S. economy added 225,000 jobs in January, a number Robison characterized as massively positive. “U.S. nonfarm payroll additions last month surpassed most estimates, and came in far above the replacement rate—the number of new jobs needed on a monthly basis to keep up with population growth,” he remarked.