Given renewed investor interest in dividend cuts Morgan Stanley analysts have revisited their 2008 analysis that showed cuts to dividend can indicate powerful inflection points in share prices.
"We would buy stocks on dividend cuts, particularly those that are ‘stressed’" is written in the European Equity Strategy of March 24th.
Both equity markets and the euro are lower on Tuesday after what appears to be a coordinated terrorist attack in Brussels. Belgium is now on its highest terror alert after […]
London Stock Exchange and Deutsche Boerse agree this morning 30 bln $ merger, creating Europe’s biggest securities-markets operator
The Reserve Bank of New Zealand took the market by surprise and cut its official cash rate by 25bps to 2.25%. Governor Wheeler argued that the deteriorating outlook for global growth, and more specifically the uncertainty surrounding China’s economic prospect, justifies this surprise easing move from the central bank.
Today Eurostat reports the Eurozone GDP in the fourth quarter. Here the analysis and the comments of ING Bank in view of the meeting of the ECB.
2016 has, so far, been a volatile and tumultuous year for financial markets. Only three weeks in, we have already seen a multitude of news events causing risk aversion to spike. These include, to name just a few, the tumbling price of oil, a myriad of different policy moves from the Chinese authorities, conflicting indicators of Chinese economic growth and subsequent fears of slower global growth, yet more idiosyncratic corporate events and geopolitical events.
What was expected to be a dull first meeting of the year, turned out to be an exciting ECB meeting with ECB president Mario Draghi opening the door widely for […]
