Jordi Basco Carrera, Fixed Income Strategist€¦ · [email protected] Patrick...
Transcript of Jordi Basco Carrera, Fixed Income Strategist€¦ · [email protected] Patrick...
Jordi Basco Carrera, Fixed Income Strategist
Patrick Krizan, Senior Economist for Italy, Greece, Fixed Income
Lina Manthey, Equity Strategist
Sources: Refinitiv, Bloomberg, Allianz Research
Sources: Refinitv, Allianz Research
* Historically, a decreasing sector dispersion metric went in line with the recovery of the S&P 500.
Sources: Refinitiv, Allianz Research
1 Facebook, Amazon, Apple, Netflix and Alphabet
Sources: Refinitiv, Allianz Research
*ratio US public debt / tax receipts
Sources: US Federal Reserve, Refinitiv, Allianz Research
Sources: BofA, Refinitiv, Allianz Research
Sources: ICI Fund Flows, Allianz Research
Sources: Company data, Bloomberg, Allianz Research
Sources: Bloomberg, Allianz Research
Sources: Robintrack, Refinitiv, Allianz Research
Sources: Bloomberg, Allianz Research
Sources: Robintrack, Refinitiv, Allianz Research
Source: Allianz Research
Sources: ICI, Refinitiv, Allianz Research
Sources: ICI, Refinitiv, Allianz Research
Sources: ICI, Refinitiv, Allianz Research
Sources: ICI, Refinitiv, Allianz Research
Sources Factset, Allianz Research
Sources: Robintrack, Refinitiv, Allianz Research
Sources: Refinitiv, Allianz Research
Source: Refinitiv, Allianz Research