Negative interest rates: An uncertain future or the new norm?

Some financial institutions are now offering their customers negative interest rates, meaning people are being paid to borrow and charged to save. What does such an odd phenomenon mean for Evli, its clients and the broader economy?

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Investment outlook 2019

The key issues as we set our sights on 2019 are the progression of the global economic cycle, the inflation outlook, US and euro area monetary policies, globalization and world trade, political risks, the corporate performance outlook, valuation levels and the status of emerging countries.

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The Fed can't afford Christmas presents

The Federal Reserve has ceaselessly continued the tightening of its monetary policy which started in 2015. Last week the Fed hiked its target rate to 2.125 percent.
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Europe needs more Draghi

The euro area can cope in good times without a president like Draghi. But who else would be as potent and able to do whatever it takes, again, when the next crisis hits?  

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Year started with a bang

Movements on the fixed-income, equity and currency markets became more pronounced in January. The brisk climb of the equity markets in early January came to a standstill and then changed direction at the end of the month.

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2018 - a new year of investment opportunities

A new year of opportunities is unfolding. Global growth is picking momentum. Consumers and industries are optimistic around the world. The obvious risks to this positive outlook are markets running ahead of themselves and the end of monetary stimulus.

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Can the stock market go up forever?

Seven billion years from now the Sun will enter its red giant phase and scorch the Earth. By then humanity may have colonised numerous galaxies. After all President Trump has declared that he will send a man to Mars during first term in office.

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Jackson Hole: Mission Impossible

It’s that time of the year that central bankers make their annual pilgrimage to Jackson Hole to discuss the economic state of the world.

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2017 – A year of reflation and rotation

Eight years ago when Barack Obama took the most important office, the world economy was falling off a cliff, the bank sector had been close to a collapse and the future was extremely uncertain. Fast forward eight years, Donald Trump takes over a healthy economy at a time when the business cycle is playing well past halftime.

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