Last week, we discussed the rise in the 10-year US government bond yield and the US dollar due to Trump’s election win. Since then, the 10-year yield has continued its upward path, reaching 4.45%, while EUR/USD approached 1.05. Trump’s second term also guided American equity markets significantly higher. The prospects of lower corporate tax rates and an "America First" business ...
Interest rates, structural factors and company specifics will determine the path forward for real estate
The real estate sector has been struggling for almost three years on the back of the significant rise in interest rates. In recent months, both the Federal Reserve and the European Central Bank have started to cut interest rates. This should in theory bode well for the rate-sensitive listed real estate sector. Indeed, we have seen some recovery. Between April and September of t ...
A Festive Launch: Econopolis Introduces Ortelius at the “Future of Industry” Event!
This Wednesday, Econopolis celebrated the “Future of Industry” event with an inspiring gathering to tackle a crucial challenge for Belgian industry: achieving a net-zero future by 2050. The event was made even more special by the launch of Ortelius—our newly branded economic and strategic consulting team focused on climate, energy, and innovation. With a rapidly growing number ...
Election week showdown: How Trump’s victory, FED Decisions, and China’s policy moves will shape global markets
With Donald Trump winning the U.S. presidential election, alongside the upcoming Federal Open Market Committee (FOMC) meeting and the gathering of China’s National People’s Congress (NPC) Standing Committee, investors are closely monitoring these events for their potential impact on global market sentiment and economic outlooks. Here, we explore what these developments could me ...
#MacroFriday: 10-year US treasury yield soars on Trump election
Yesterday, the Federal Reserve decided to cut its key policy rate by 25 basis points, following a 50 basis point cut in September. Since the initial rate cut, the yield on the 10-year U.S. Treasury has been climbing, resulting in a significant steepening of the yield curve and ending its inversion. The main drivers of this shift: solid economic data and Donald Trump. Shifting ...
Fiery Flash: Volatility in Trump Media & Technology Group (TMTG)
Our Fiery Flash of the week is a one-of-a-kind company: Trump Media & Technology Group (TMTG). Shares of the company have experienced significant volatility, dropping by 22% in the past five trading days and 46% from their October 29 high. Despite these declines, the stock remains up by 27% over the last month and 58% year-to-date. Pretty volatile, isn’t it? The current mar ...