via a snapshot of bond flows and holdings indicators extracted from a wider data set that represents $10 trillion of assets.
The Pricestats® section draws on data from Q2 price changes across millions of items sold by online retailers, helping investors to anticipate and evaluate the impact of inflation and exchange rate misalignments.
- Investor behaviour seemed to indicate that the Fed is unlikely to embark on a protracted easing cycle given the US’ growth outlook, impacting holdings of US Treasuries
- Concerns around trade wars meant demand for emerging debt was softer than in Q2, but recent flows suggest a favourable outlook
- Online inflation– as measured by Pricestats® - in the Eurozone is below official data and continued to fall in July