Global Market View

Aug. 21, 2019

August 2019 - How much monetary policy easing?

July proved to be yet another good month for global as well as US equities, which reached new all-time highs. Credit spreads also tightened during the month and macro fundamentals improved marginally. Our algorithms moved further into positive territory and we therefore maintained a full risk exposure across all strategies. The positive market development lasted until the very last days of July and only really made a decisive turn when the FOMC statement and the following press conference disappointed markets with its lack of clarity and dedication to an easing policy.


Please contact us if you want to read the full document: info@eye-performance.net

Return