Editor in Charge, Polling, Bangalore
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Sep 25, 2014

Global stock market rally set to continue into 2015: Reuters poll

By Jonathan Cable and Rahul Karunakar

(Reuters) – Global stock markets will keep climbing well into 2015 as they shift away from a liquidity driven rally to focus on growth expectations, although many strategists also warned in a worldwide Reuters poll that prices are already very high.

Accommodative monetary policy has driven a bull market in stocks in recent years, but the Bank of England is expected to raise interest rates early next year and the U.S. Federal Reserve not long after, tempering future gains.

Sep 25, 2014

Global stock market rally set to continue into 2015

Sept 25 (Reuters) – Global stock markets will keep climbing
well into 2015 as they shift away from a liquidity driven rally
to focus on growth expectations, although many strategists also
warned in a worldwide Reuters poll that prices are already very
high.

Accommodative monetary policy has driven a bull market in
stocks in recent years, but the Bank of England is expected to
raise interest rates early next year and the U.S. Federal
Reserve not long after, tempering future gains.

Aug 6, 2014

Another selloff in emerging FX likely, but less severe: poll

BANGALORE (Reuters) – The risk of another selloff in emerging market currencies in the coming year is high, foreign exchange strategists polled by Reuters said, although they do not expect it be as severe as the one earlier this year.

A rout in emerging markets that began in 2013 intensified in January and February this year as investors and speculators fled on expectations the U.S. Federal Reserve would gradually cut back its stimulus programme, which had made unleashed cash into higher-yielding emerging assets.

Aug 4, 2014
via MacroScope

ECB’s fingers crossed for private loans growth

Mostly bereft of policy options except for outright quantitative easing, European Central Bank President Mario Draghi hopes that hundreds of billions of euros more in cheap loans to banks will boost inflation.

The jury will be out for a long time before we get any decision on whether they have worked.

Jul 30, 2014

Banks to take 300 bln euros in ECB’s Sept, Dec cash auctions-Reuters Poll

July 30 (Reuters) – Banks are likely to take up
three-quarters of the 400 billion euros of cheap loans on offer
from the European Central Bank in coming months, a Reuters poll
found, although few expect an ensuing surge in bank lending to
companies any time soon.

These analysts, as well as money market traders polled
earlier this week and over the past month, do not expect the
long-term loans to materially boost euro zone inflation, now
languishing at a dangerously-low 0.5 percent.

Jul 17, 2014

Deflation still threatens euro zone, growth steady at best

By Rahul Karunakar

(Reuters) – There is little chance of a significant rebound in the euro zone economy in the next two years as low inflation and high unemployment keeps the currency bloc lagging behind its peers, a Reuters poll found on Thursday.

The prospect of deflation in the euro zone was one of the biggest risks to global recovery, according to economists polled globally who answered an extra question.

Jul 17, 2014

Deflation still threatens euro zone, growth steady at best: Reuters poll

By Rahul Karunakar

(Reuters) – There is little chance of a significant rebound in the euro zone economy in the next two years as low inflation and high unemployment keeps the currency bloc lagging behind its peers, a Reuters poll found on Thursday.

The prospect of deflation in the euro zone was one of the biggest risks to global recovery, according to economists polled globally who answered an extra question.

Jul 2, 2014

Euro, sterling expected to hold firm over coming months: Reuters poll

BANGALORE (Reuters) – The euro will hold its strength for at least a few more months, but a U.S. dollar rally, which analysts and investors have been waiting on for many months, will begin later this year, a Reuters poll found.

The European Central Bank, which already took a variety of steps last month to counter a threat of deflation, is expected to only give more details on those policies at its meeting on Thursday.

Jun 27, 2014

U.S. yields to decouple from stocks, surge 100 bps in a year

June 27 (Reuters) – U.S. Treasury yields are expected to
rise by 100 basis points over the next year after a spectacular
50-basis-point plunge that few fixed-income strategists or
investors had predicted, according to the latest Reuters poll.

The results come just a day after a separate survey of
equity market strategists concluded that the S&P 500 index of
leading shares will climb to 2,000 this year, following an
Asia-led rally in global stock markets.

Jun 26, 2014

Asian stocks to lead global equities higher in coming year: Reuters poll

By Jonathan Cable and Rahul Karunakar

(Reuters) – Asia will spearhead gains in global equities in the coming year as ample central bank liquidity boosts shares, according to a worldwide Reuters poll that pointed to more modest gains for developed markets.

The vast majority of the more than 250 analysts and investors polled this week predicted virtually all of 21 stock indexes globally would rise.

    • About Rahul

      "Rahul Karunakar is editor-in-charge of Reuters polls team in Bangalore. The team of correspondents and analysts conducts polls related to Reuters news coverage on everything from economic indicators, central bank policy decisions, foreign exchange, other asset classes, as well as snap polls on mainly macroeconomic and financial stories driving the news agenda."
      Joined Reuters:
      2005
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