Dit artikel wordt u aangeboden door BNP Paribas Asset Management.

BNPP IP: The foreign exchange reserve manager’s dilemma

Following weaker-than-expected US data in the first quarter and broadly lower sovereign yields, fixed income investors have been fixated on two near-term themes: Firstly, how the FOMC will react to the recent data; and secondly, what foreign exchange reserve managers will do with their money. Not surprisingly, each theme will materially impact the other.

 

 

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The foreign exchange reserve manager’s dilemma