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522 entries

Dec 2, 2022 7:00:00 AM | LGT Navigator

LGT Navigator: US labor market report – decisive factor for Fed interest rate pace

A more moderate pace of the Federal Reserve’s interest rate policy hinted at by Fed Chairman Powell in midweek will be put to the test again this afternoon with the upcoming US labor market report. If employment growth in the world’s biggest economy weakens, this could definitely signal the prospect of a slowdown in the pace of interest rate increases as early as December.

Dec 1, 2022 7:00:00 AM | LGT Navigator

LGT Navigator: Powell provides strong tailwind for stock markets

Federal Reserve Chairman Jerome Powell hinted that the US central bank could raise interest rates at a slower pace in view of recently somewhat weaker inflation and increased economic risks. According to Powell, the upcoming decision on December 14 could already be the time for a reduction in interest rate increases. Powell's statements were also reinforced by the Beige Book, the Fed's economic report. According to this, economic growth in the US has weakened recently.

Nov 30, 2022 7:00:00 AM | LGT Navigator

LGT Navigator: US labor market data, Powell speech and China in focus

After a weak start to the week, stock prices on Wall Street and in Asia stepped on the spot for the most part on Tuesday. Under pressure yesterday were especially technology stocks. Today, the latest data on inflation in the euro area and the labor market data from ADP from the US are in the spotlight. In the focus is also a speech scheduled for today by Federal Reserve Chairman Jerome Powell and the regular economic report of the Fed, the Beige Book.

Nov 30, 2022 7:00:00 AM | LGT Private Banking Europe House View

LGT Private Banking Europe House View – December 2022

The growth-inflation mix and restrictive monetary policy remain the most important headwinds for risk assets. In our fixed-income strategy, we again see return potential in corporate bonds and rate them attractive. In equities, we remain defensive and are now favoring banks at sector level, raising our rating to attractive.

Nov 29, 2022 7:00:00 AM | LGT Navigator

LGT Navigator: Concerns about global supply chains weigh on outlook for world economy

Fears of even stricter measures by China against the corona pandemic and protests against the zero-Covid policy are again causing increased uncertainties regarding the still fragile global supply chains. This is not only clouding the outlook for the global economy, but also sentiment on capital markets.  Moving into focus this week are now new data on the US labor market. In addition to the report from ADP on Wednesday, financial markets are eagerly awaiting the official end of week. This is also likely to be of great importance for the further course of US interest rate policy. In this regard, the regular economic report of the Fed, the so-called Beige Book, on Wednesday evening could also provide clues.

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