Global Update: Banking on Change (PIMCO, Aug 2017)
PIMCO’s Global Update delivers a brief but comprehensive review of the month’s market-moving events – across countries and asset classes – and PIMCO’s thoughts on what to expect going forward.
Global Strategy Outlook
News, blogs, posts and small talk for Global Strategy Outlook
news and blogs
top posts
small talk
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BREXIT BAROMETER RED ALERT - probability 40% and rising - https://www.savvyinvestor.net/blog/Brexit-Barometer-polls-of-polls-of-polls
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JP Morgan Guide to the Markets Q2 - now out https://www.savvyinvestor.net/search/all-results?keywords=q2%20Guide&sort=most_popular&topic=207
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Global Macro Trends: Spotlighting 2016's Great Debates (KKR) https://www.savvyinvestor.net/node/865570
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What is driving the oil price, and what are the investment implications? Nice piece from Pioneer https://www.savvyinvestor.net/node/857472
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An OLD favourite - Byron's Wien's 10 surprises of 2016 https://www.savvyinvestor.net/node/831024
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JP Morgan's Quarterly Guide to the Markets is now out - https://www.savvyinvestor.net/search/all-results?keywords=quarterly%20guide
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Mario Draghi is dangerously over-confident - new strategy piece from Tim Price https://www.savvyinvestor.net/node/815240
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Is it time to overweight US equities? Excellent strategy / asset allocation summary from KKR https://www.savvyinvestor.net/node/761820
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"Market manipulation has gone global" -Stephen Roach's summation of Chinese support measures - https://www.savvyinvestor.net/node/737724
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An excellent paper looking at how changing demographics could impact L/T asset prices https://www.savvyinvestor.net/node/722802
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Are equities cheap or dear? A nice analysis and roundup of views on the "Humble Student" blog - https://www.savvyinvestor.net/node/669371
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Welcome to "Global Strategy Outlook". Please use this small talk section for brief (140 character) comments relating to global strategy.
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Is monetary firepower all used up? Will ECB QE be "pushing on a string"? Crispin Odey thinks so - https://www.savvyinvestor.net/node/658654
