April 30, 2020

(Weekly Pandemic) Market Commentary – Rating Agencies show their teeth

Share on facebook
Share on twitter
Share on linkedin
Share on email

In Kürze

More countries discussing and implementing lockdown exit strategy: slow and cautious.
(Weekly Pandemic) Market Commentary - Rating Agencies show their teeth
Share on facebook
Share on twitter
Share on linkedin
Share on email

Highlights:

  • More countries discussing and implementing lockdown exit strategy: slow and cautious.
  • Smart regulatory and monetary policy coordination in Europe aim at supporting lending.
  • Fitch has cut Italy’s rating to BBB-. To raise to the sovereign rating challenge, EU governments need to better work and act together.
  • Green financial shoots already? Despite dire economic and earnings news, cyclical stocks have outperformed this week. A swallow does not make a spring, but medical advances may have cheered investors up.
  • Stick to long positions in safe credit and duration.

Download the full publication below

MARKET COMMENTARY - RATING AGENCIES SHOW THEIR TEETH

Also interesting

China-flag-with-indicators-and-chart
16. April 2021
Market Commentaries

China’s Q1 GDP growth: Strong year-on-year growth amid weak momentum

size 3
15. April 2021
Market Commentaries

COVID-19 UPDATE Facts & Figures

brainstorming-concepts
15. April 2021
Press Releases

Generali Investments Partners: Sycomore AM funds now available through CheBanca!