Insights Topic

Income investing

Market Update | Read | 3 min

ECB rate hikes unlikely to curb inflation as Eurozone yields jump

Soaring Eurozone inflation is forcing the ECB's hand whilst economic conditions would still warrant a more accommodative stance. The expected 75 bps rate increases by the end of the year are meant to remove monetary policy from the mix of factors fueling inflation which, however, is likely to make further inroads into the economy as supply-side pressures persist.

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Fixed Income Boutique
Market Update | Read | 3 min

Earnings Season: Company outlooks will be of special interest this time

Investors commenced 2022 with concerns over high inflation in the US and in Europe and supply chain issues, as well as expectations for interest rate hikes from the Fed; the war in Ukraine escalated negative sentiment in the market. Despite widespread macroeconomic uncertainty, the upcoming reporting season for US corporates will bring clarity about the impact on margins, earnings and cash flows.

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