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...Money managers at Pimco, JPMorgan Asset Management and T Rowe Price have all increased their exposure to European government debt in recent weeks....
...“The US is its own special case with very loose fiscal policy and now tight monetary policy, which is a recipe for a stronger dollar,” said Quentin Fitzsimmons, a senior portfolio manager at T Rowe Price...
...Tomasz Wieladek, chief European economist at T Rowe Price, estimated that the latest rise in UK gilt yields would raise government interest costs by about 0.1 per cent to 0.15 per cent of gross domestic...
...“The data today will make the BoE’s monetary policy committee more cautious,” said Tomasz Wieladek, chief European economist at T Rowe Price....
...“It’s true that Italy is doing better than Germany growth wise and that is unusual,” said Tomasz Wieladek, chief European economist at T Rowe Price....
...“Given the latest PMI and inflation data, I think that the ECB will cut at their June meeting at the earliest,” said Tomasz Wieladek, chief European economist at T Rowe Price....
...cent from 3.6 per cent at the start of the year, which could raise the cost of government financing by 0.25 per cent to 0.35 per cent as a share of GDP, said Tomasz Wieladek, chief European economist at T Rowe...
...“The data today will make the BoE’s Monetary Policy Committee more cautious,” said Tomasz Wieladek, chief European economist at investment company T Rowe Price....
...“Once the Fed pivoted, it really put investors into a positive frame of mind,” said Tim Murray, multi-asset strategist at T Rowe Price. “That was a big deal and it was unexpected.”...
...then undoubtedly corroborated by the weakening data and the fact a number of ECB officials have jumped on that bandwagon, most recently Schnabel,” said Quentin Fitzsimmons a senior portfolio manager at T Rowe...
...“France is slowly moving from a core to a periphery economy in terms of fiscal vulnerabilities,” said Tomasz Wieladek, chief European economist at T Rowe Price....
...Tomasz Wieladek, chief European economist at T Rowe Price, said: “The chances of a cut coming sooner than expected are pretty high, not just based on the weak [consumer price index] print but also the weak...
...growth inflation, which is by far the most hawkish data point and continues to surprise to the upside, means that this statement is clearly dovish,” said Tomasz Wieladek, chief European economist at T Rowe...
...“The ECB is the most likely central bank to have overtightened — possibly significantly,” said Quentin Fitzsimmons, a senior portfolio manager at T Rowe Price....
...“This is a very dovish hike,” said Tomasz Wieladek, chief European economist at T Rowe Price. “They have clearly signalled their intention to keep rates on hold from here”....
...Tomasz Wieladek, chief European economist at T Rowe Price, said that the central bank “would probably become more hawkish going forward in line with its inflation mandate” and that market concerns about...
...in the bond market from the Treasury announcement and the big step up in supply, which was the real problem for bond yields,” argues Quentin Fitzsimmons, a senior portfolio manager at US asset manager T Rowe...
...“Wages, given the potential growth rate of the economy, are roughly consistent with a 2 per cent target,” said Tomasz Wieladek, chief European economist at T Rowe Price, as was “very strong manufactured...
...in the bond market from the Treasury announcement and the big step up in supply, which was the real problem for bond yields,” said Quentin Fitzsimmons, a senior portfolio manager at US asset manager T Rowe...
..., I believe that there will be greater pressure on the Bank of Japan to tighten monetary policy at a faster pace to lean against a yen depreciation,” said Tomasz Wieladek, chief European economist at T Rowe...
...“Pill’s comments lit a blue flame under short-end gilts, but Bailey pushed back pretty firmly on that today,” said Quentin Fitzsimmons, a senior portfolio manager at T Rowe Price, an investment manager....
...“Where Italy’s trading, we are easily at levels where you would question if its debt is sustainable,” said Tomasz Wieladek, chief European economist at T Rowe Price....
...“Governments have to realise that the uncertainty about the long-term rates has just blown up [increased a lot],” said Tomasz Wieladek, chief European economist at asset manager T Rowe Price....
...Tomasz Wieladek, chief European economist at T Rowe Price, said: “This is a very dovish hike . . . They have clearly signalled their intention to keep rates on hold from here.”...
...further rate rise] could actually be counterproductive because if they hike into a recession it means they will have to cut much more going forward,” said Tomasz Wieladek, chief European economist at T Rowe...
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