FN Marktrapporten

FN Marktrapporten is een service voor de betalende abonnees van Fondsnieuws. De dienst geeft toegang tot de database met research van meer dan 70 asset managers. Dagelijks wordt vroeg in de ochtend in een aparte e-mail een overzicht toegestuurd van alle nieuwe researchrapporten. Deze e-mail dienst heet de Morning Call.

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US consumer confidence, as measured by the University of Michigan, unexpectedly fell to a 7-month low in August. As the largest component of the US economy, American consumers could determine whether the economy is heading for a recession now that the yield curve has inverted. In the short term, however, this seems unlikely. 

Other research

Geographically, Europe (and Germany in particular) is showing the most vulnerability as measured by recent readings on business sentiment, manufacturing, trade, and output. In contrast, while the US isn’t going gangbusters, growth is holding up a bit better. Moreover, weakness by sector is variable.

Franklin Templeton Investments

Those expecting a sleepy August for equity markets were probably shocked at the volatility we saw across global equity markets last week, as weak macro data and US Treasury yield‑curve inversion raised recessionary fears. In addition, the prospect of a fresh election in Italy also rattled brittle investor confidence.