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Showing 51 - 60 of 111 results for %22Factset%22

Chief economist update: Cloudy 2020 vision for OECD

BENJAMIN ONG  |  FRIDAY, 22 NOV 2019
... time when the expected de-escalation of the Sino-US trade friction appears to have a hit a stumbling block. Moreover, Factset notes 'Politico's' report that: "Trump administration officials considering starting a new trade investigation into ...

Chief economist update: It's the money, stupid

BENJAMIN ONG  |  TUESDAY, 29 OCT 2019
... than expected. "Roughly 80% have beat consensus EPS expectations, better than the 74% one-year average," according to Factset. What wasn't included in the list is the steepening in the US yield curve, so much so that it's no longer inverted ...

Chief economist update: Synchronised forecasts for a synchronised slowdown

BENJAMIN ONG  |  WEDNESDAY, 9 OCT 2019
"Just when you thought it was safe to go back in the water..." - Jaws The history of the US-China trade negotiations has followed a pattern ever since it began in 2018 - rhetoric from both sides building hopes for a deal only to be followed by escalating ...

Chief economist update: The greatest central banker of modern times

BENJAMIN ONG  |  TUESDAY, 1 OCT 2019
... (TLTRO III), and (v) the introduction of a two-tier system for reserve remuneration." But Super Mario is getting antsy, as Factset reports: " Financial Times cited comments from outgoing ECB President Draghi... Stressed that all instruments from rates ...

Chief economist update: RBA not risking market disappointment

BENJAMIN ONG  |  WEDNESDAY, 4 SEP 2019
As widely expected, the Reserve Bank of Australia (RBA) kept the official cash rate unchanged at 1.0% at its September meeting. Operative phrase: "as widely expected". You, I and Irene can wax pedantic about some changes in RBA governor Philip Lowe's ...

Chief economist update: Wheels of US recession in motion

BENJAMIN ONG  |  THURSDAY, 22 AUG 2019
... inversions. The good news is that Washington is not having any of these excuses. It's preparing for the worst. According to Factset: "Press continued to focus on potential stimulus measures to counter an economic slowdown... Much of the focus has ...

Chief economist update: US recession a sure thing

BENJAMIN ONG  |  MONDAY, 19 AUG 2019
... of last week's trading. Wall Street's bounce back was retro-fitted with positive rationalisations, according to Factset: "Some factors cited for today's bounceback include oversold conditions, recent positive developments around US and China ...

Chief economist update: The power of one

BENJAMIN ONG  |  TUESDAY, 28 MAY 2019
... be a lot of disappointed "expert economists" and punters who put their money where their guesses were. Not only that, Factset prints: "Many also expect RBA to follow up with another rate cut a few months later. That view is reflected in market pricing ...

Chief economist update: It'll hurt me more than it hurts you

BENJAMIN ONG  |  FRIDAY, 24 MAY 2019
... said higher tariffs cutting into demand, while 42% said they were experiencing higher manufacturing costs," according to Factset. "While more than half said they had not experienced retaliatory measures by Chinese government, one in five said they had ...

Chief economist update: The (trade) war is back on

BENJAMIN ONG  |  MONDAY, 13 MAY 2019
... quickened to 6.3% in the year to March from 6.1% in the previous month - a sharp improvement from the record low (based on Factset data going back to 1998) of 5.3% recorded in August last year. For sure, these positive developments resulted from economic ...