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Dec 17, 2014

Global stock markets expected to rally in 2015 on more cheap cash: Reuters poll

By Rahul Karunakar and Jonathan Cable

(Reuters) – Global stock markets are expected to rally next year as central banks in Asia and Europe flood markets with fresh liquidity just as others begin tightening, Reuters polls showed on Wednesday.

Accommodative monetary policy drove a bull market in stocks in recent years, and as China, Japan and the euro zone struggle with disinflation and weak growth more cash is expected to flow into investors’ pockets.

Dec 17, 2014

Global stock markets expected to rally in 2015 on more cheap cash

By Rahul Karunakar and Jonathan Cable

(Reuters) – Global stock markets are expected to rally next year as central banks in Asia and Europe flood markets with fresh liquidity just as others begin tightening, Reuters polls showed on Wednesday.

Accommodative monetary policy drove a bull market in stocks in recent years, and as China, Japan and the euro zone struggle with disinflation and weak growth more cash is expected to flow into investors’ pockets.

Nov 28, 2014

U.S. funds turn against stocks but favour North American assets – Reuters Poll

By Rahul Karunakar

(Reuters) – U.S. fund managers cut their recommended global equity allocation in a model portfolio for a sixth consecutive month in November and increased their bond holdings for the fourth month in a row, a Reuters poll showed.

That suggests investor sentiment is shifting away from central bank cash to the real economic outlook. But fund managers were still overweight equities, and held recommended North American stock allocations at a high level.

Nov 27, 2014
via MacroScope

Euro zone bank lending: not as bad isn’t good enough

Photo

More cheap loans to banks was the European Central Bank’s answer to boost bank lending to private businesses in the euro zone. But the latest data show credit growth is still contracting and the best some economists came up with is that at least it’s not as bad as it was a year ago when it was shrinking faster.

A month after 82.6 billion euros — more than the Fed was injecting into the economy every month through its bond purchases last year — was flushed into banks in the first operation of the ECB’s new cash loans, net lending to private firms contracted at an annual rate of 1.1 percent.

Nov 26, 2014

Chances ECB buys government bonds still 50-50 – Reuters Poll

By Rahul Karunakar

(Reuters) – There is still only an even chance the European Central Bank will buy government bonds, according to a Reuters poll of economists taken after ECB President Mario Draghi warned last week of the need to bring inflation back to target “without delay.”

The poll, conducted after Draghi opened the door to more aggressive asset purchases in a strongly-worded speech on Friday, also concluded the ECB is likely to buy corporate bonds in addition to covered bonds and asset-backed securities.

Nov 13, 2014

Even chance of ECB sovereign quantitative easing on weak economic, inflation outlook – Reuters Poll

By Rahul Karunakar

(Reuters) – Chances the European Central Bank takes the plunge and buys sovereign bonds are now 50-50, a Reuters poll showed, despite a rising threat of deflation and no prospect for any acceleration in economic growth any time soon.

To keep the euro zone from slipping into deflation, the ECB has been pumping money into the banking system by buying covered bonds and offering long-term loans, aiming to boost its balance sheet by about a further 1 trillion euros.

Nov 13, 2014

Even chance of ECB sovereign QE on weak economic, inflation outlook: Reuters poll

By Rahul Karunakar

(Reuters) – Chances the European Central Bank takes the plunge and buys sovereign bonds are now 50-50, a Reuters poll showed, despite a rising threat of deflation and no prospect for any acceleration in economic growth any time soon.

To keep the euro zone from slipping into deflation, the ECB has been pumping money into the banking system by buying covered bonds and offering long-term loans, aiming to boost its balance sheet by about a further 1 trillion euros.

Oct 24, 2014

Reuters Poll – India’s growth pace to pick up as reforms draw investment

BANGALORE (Reuters) – India’s economy will likely grow at its fastest pace in two years in the current fiscal year as Prime Minister Narendra Modi implements reforms to attract investment, a Reuters poll of economists showed on Friday.

The after-glow from Modi’s election victory earlier in the year helped India’s economy clock a robust 5.7 percent growth rate for the quarter ending in June.

Oct 24, 2014

India’s growth pace to pick up as reforms draw investment

BANGALORE, Oct 24 (Reuters) – India’s economy will likely
grow at its fastest pace in two years in the current fiscal year
as Prime Minister Narendra Modi implements reforms to attract
investment, a Reuters poll of economists showed on Friday.

The after-glow from Modi’s election victory earlier in the
year helped India’s economy clock a robust 5.7 percent growth
rate for the quarter ending in June.

Oct 16, 2014

Fed still on course for rate rise around mid-2015 say economists: Reuters poll

By Jonathan Spicer and Rahul Karunakar

(Reuters) – The Federal Reserve is still set to raise interest rates by mid-2015, according to a Reuters poll of economists that also found a better-than-even chance bond markets are underestimating how quickly policy will eventually tighten.

The latest poll, conducted Oct 8-15 in the midst of widespread selling on global stock markets, stands in contrast to U.S. interest rate futures markets which in recent days have pushed off the timing of the first hike to late next year.

    • 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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