关于「Capital Economics」的内容列表
Capital Economics said that the price-to-earnings ratio of US stocks is still well below its peak compared with the period of the dotcom bubble.
Commenting on the sudden political events in South Korea, Gareth Leather, strategist at Capital Economics, said: "This is really unexpected, it's not clear what the purpose of martial law is. It's a reminder that the political system in South Korea is not as stable as many people think." While the domestic market has yet to react, the country's biggest stocks, such as Samsung Electronics, SK Hynix, LG Energy Solutions and Hyundai Motor and Kia, are sure to be watched in the coming days. Potentia...
Inflation data from Germany and Spain mean the European Central Bank is likely to accelerate the pace of interest rate cuts in December, Capital Economics economist Andrew Kenningham said in a note. Inflation in Germany remained at 2.4 percent in November, while in Spain it climbed to 2.4 percent from 1.8 percent in October. Kenningham said the data so far suggested that Capital Economics' expectation that euro zone inflation would rise to 2.2 percent in November from 2.0 percent in October was ...
Capital Economics assessed that today's Fed rate decision was hawkish. "All things considered, we now expect the Fed to end this easing cycle earlier than before. We expect an additional 25 basis points of rate cuts at each meeting through May, with rates bottoming out between 3.50% and 3.75%, 50 basis points higher than our pre-election forecast.
Olivia Cross of Capital Economics said in a note that a "significant decline" in non-farm payrolls would be necessary this week for the Fed to cut interest rates by another 50 basis points next week. Economists surveyed by the Wall Street Journal expect job creation to slow to 100,000 from 254,000 in September because of the hurricanes and strikes. Cross said the data would need to be much lower than expected to make the Fed more dovish. Cross, on the other hand, sees upside risks to inflation, ...
Capital Economics analyst Paul Ashworth said in a note that the Fed is likely to continue cutting interest rates by 25 basis points until the federal funds target rate falls to a range of 3% -3.25%. This would be higher than the widely expected end point rate of 3.25% -3.5% or higher, according to CME data. Ashworth expects the Fed to cut rates by 25 basis points in November, which is also the loudest of market expectations, although the odds of keeping rates on hold in November have risen to 22...
