Market Comment | Bonds regain favor as easing expectations from the Fed and ECB strengthen

Summary

This week, markets turned increasingly optimistic about the potential for more aggressive pre-emptive easing by major central banks. U.S. - China trade talks seem to be stalling once again, while both U.S. economic data and company earnings released this week were mixed, and European data came in softer.

Key points

• Key points:
• Markets turned increasingly optimistic about the potential for more aggressive pre-emptive easing by major central banks.
• U.S. - China trade talks seem to be stalling once again.
• During the week, sovereign bond yields declined across the board.
• Negative economic data dragged on the euro, while concerns about no deal Brexit weighed on the GBP.

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