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Cross-Asset Weekly

This week’s highlights

Basel, 16.02.2018
Global Macro
Goldilocks is coming to an end

US Macro
The spectre of inflation haunts markets

US Rates
Still gradual but a bit longer

Fixed Income Strategy
What’s causing higher bond yields?

Global Equity Strategy
The unpleasant return of liquidity and rate risks

Emerging Markets
Is EM credit too hot for Goldilocks?

Emerging Markets
What next for South Africa after “Zexit”?

Economic Calendar
Week of 19/02 – 23/02/2018

Market Performance
Global Markets in Local Currencies

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Further information
Dr. Karsten Junius, CFA  |  Chief Economist

T: +41 (0)58 317 32 79 | E-mail:
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