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☆ Key takeaways on the markets and economy from Berkshire's annual meeting
▼ + stars: | 2024-05-06 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKey takeaways on the markets and economy from Berkshire's annual meetingAnneka Treon, Chief Economist at Van Lanschot Kempen, and Barbara Goodstein, Managing Partner at R360, discuss Berkshire Hathaway's annual shareholder meeting and the broader markets.

Persons: Anneka Treon, Van Lanschot Kempen, Barbara Goodstein Organizations: Berkshire Locations: Van

☆ Goldilocks meets Santa as global stocks power to best month in three years
▼ + stars: | 2023-11-30 | by ( Naomi Rovnick | ) www.reuters.com time to read: +5 min

MSCI's world stock index (.MIWO00000PUS) is set to close the month up around 9%, its best performance since November 2020, when markets cheered the arrival of COVID-19 vaccines. Global bond prices have soared, with an ICE BofA index of global investment-grade bonds in major markets set to return 3.4% in November, the best month on record going back to 1997. Global growth stocks in high-tech sectors are up 11% (.dMIWO0000GNUS) while value stocks, which are mainly in cyclical industries and offer high dividends, have gained 6.5% (.dMIWO0000VNUS). And a cloudier outlook for stocks suggests a divergence could open up between again between stocks and bonds. The broader global index is set to return 1.6% for the year.

Persons: Joshua Roberts, That's, bode, Altaf Kassam, Wall, We've, Guy Miller, Joost Van Leenders, Van Lanschot Kempen, Van Leenders, Kassam, Naomi Rovnick, Yoruk Bahceli, Dhara Ranasinghe, Christina Fincher Organizations: Federal Reserve, REUTERS, U.S . Federal Reserve, European Central Bank, State Street Global Advisors, Traders, Fed, Insurance Group, Equity, Reuters Graphics Reuters, Treasury, Thomson Locations: Washington , U.S, COVID, U.S

☆ The direction of managing the inflation is problem is really encouraging, says Anneka Treon
▼ + stars: | 2023-11-16 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe direction of managing the inflation is problem is really encouraging, says Anneka TreonAnneka Treon, Chief Economist at Van Lanschot Kempen, discusses inflation, the economy, and markets.

Persons: Anneka, Treon, Van Lanschot Kempen Locations: Van

☆ Treon: If your risk-free rate is 5%, then you should start looking at risk differently
▼ + stars: | 2023-10-18 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: If your risk-free rate is 5%, then you should start looking at risk differentlyAnneka Treon, Chief Economist at Van Lanschot Kempen, discusses what's driving the markets and what she's advising clients to consider.

Persons: Treon, Van Lanschot Kempen Locations: Van

Benefiting from the highest interest rates since 2008, pension funds are better funded to meet future payouts than they have been in years. Because insurers hold a lot less government debt than pension funds, favouring higher-return assets such as corporate debt, they are expected to sell some of the gilts they receive. It is selling 240 billion pounds of debt this year, a record, save for 2020-21. Helped by the pension fund demand of past years, Britain's average debt life is around 15 years, more than double the U.S. and Germany's. Britain has already started skewing its funding towards shorter debt this year, citing high borrowing needs, a move investors reckon also reflects declining pension fund appetite.

Persons: Dado Ruvic, BoE, gilts, Chris Jeffery, Lane Clark, Peacock, Barry Kenneth, Van Lanschot, Arif Saad, Craig, Owen Davies, LGIM's Jeffery, Yoruk, Carolyn Cohn, Dhara Ranasinghe, Toby Chopra Organizations: REUTERS, Bank of England, Legal, General Investment Management, Fund, Investment, Royal London Asset Management, Investors, Yoruk Bahceli, Thomson Locations: gilts, Germany's, Britain, Amsterdam, London

☆ Stock Market Today: Dow Futures Edge Up; Arm Rallies Premarket
▼ + stars: | 2023-09-15 | by ( ) www.wsj.com time to read: +1 min

Shares of chip designer Arm continued to rise in offhours trading , last up 7% after jumping 25% in its stock-market debut Thursday. Stock futures edged up as Chinese data pointed to stronger-than-expected economic activity and investors awaited U.S. consumer-sentiment data. The Chinese central bank cut a short-term lending rate, in another move to support the country’s recovery. Contracts linked to the S&P 500 and the Dow rose crept higher, while Nasdaq-100 futures were flat. German and Italian 10-year yields rose—in a reversal of Thursday's reaction to the European Central Bank's interest-rate hike, according to Joost van Leenders, investment strategist at Van Lanschot Kempen.

Persons: Seng, Oil, Joost van Leenders, Van Lanschot Organizations: Nasdaq, Nikkei, Brent, Treasury Locations: China, U.S, Europe, Michigan

☆ Treon: Consumers are actually healthy, which makes the Fed's decision so complicated
▼ + stars: | 2023-09-13 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: Consumers are actually healthy, which makes the Fed's decision so complicatedAnneka Treon, Chief Economist at Van Lanschot Kempen, discusses her expectations for August CPI and its impact on the markets.

Persons: Van Lanschot Kempen Locations: Van

☆ Treon: The economy is slowing down, but you don't see it in the equity markets
▼ + stars: | 2023-08-16 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: The economy is slowing down, but you don't see it in the equity marketsAnneka Treon, Chief Economist at Van Lanschot Kempen, discusses global inflation, monetary policy, and the outlook for the markets.

Persons: Van Lanschot Kempen Locations: Van

☆ Two market watchers discuss the path forward for inflation and the economy
▼ + stars: | 2023-08-11 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo market watchers discuss the path forward for inflation and the economySeema Shah, Chief Global Strategist at Principal Asset Management, and Anneka Treon, Chief Economist at Van Lanschot Kempen, discusses CPI and PPI, as well as where to invest in the markets.

Persons: Seema Shah, Anneka Treon, Van Lanschot Kempen Organizations: Global, Asset Management, CPI, PPI Locations: Van

☆ 'Old economy' is hot again, says economist Anneka Treon on European markets outperforming Wall St.
▼ + stars: | 2023-06-14 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Old economy' is hot again, says economist Anneka Treon on European markets outperforming Wall St.Anneka Treon, Van Lanschot Kempen chief economist, joins 'Last Call' to discuss European markets and what is driving big gains in Euro markets.

Persons: Anneka Treon, Anneka, Van Lanschot Kempen

☆ Treon: The Fed's high level of data dependency raises a long-term risk
▼ + stars: | 2023-06-12 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: The Fed's high level of data dependency raises a long-term riskAnneka Treon, Chief Economist at Van Lanschot Kempen, discusses the markets, the Fed's next move, and the outlook for inflation.

Persons: Treon, Van Lanschot Kempen Locations: Van

☆ Treon: It's interesting how well markets have held up amid months of talk about recession
▼ + stars: | 2023-05-10 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: It's interesting how well markets have held up amid months of talk about recessionAnneka Treon, chief economist at Van Lanschot Kempen, discusses whether the U.S. economy is headed towards a hard landing, and says the biggest driver of markets in recent months has been liquidity.

Both hiked interest rates a quarter point - but only the ECB said more was to come. Without committing to it, the Fed signalled a pause in its 13-month, five percentage point tightening campaign. Money markets do partly agree with Lagarde - seeing one more quarter point rate rise in the pipeline. They now see the so-called terminal ECB rate at 3.5% in September - still a chunky 175 bps below peak Fed rates if you assume that at 5.25%, those have now reached the end of the line. "The extent of policy tightening delivered by the ECB to date is already sufficient to cause a recession," said Fidelity International's Anna Stupnytska.

☆ Live updates: Silicon Valley Bank collapses
▼ + stars: | 2023-03-13 | by ( Mark Thompson | Aditi Sangal | ) edition.cnn.com time to read: +2 min

US banks were sitting on $620 billion in unrealized losses (assets that have decreased in price but haven’t been sold yet) at the end of 2022, according to the FDIC. What’s happening: Back when interest rates were near zero, US banks scooped up lots of Treasuries and bonds. When interest rates rise, newly issued bonds start paying higher rates to investors, which makes the older bonds with lower rates less attractive and less valuable. The result is that most banks have some amount of unrealized losses on their books. Shares of larger banks stabilized Friday after plunging to their worst day in nearly three years on Thursday.

☆ SVB fallout: Is my money safe?
▼ + stars: | 2023-03-13 | by ( Ramishah Maruf | ) edition.cnn.com time to read: +6 min

New York CNN —The question on so many bank customers’ minds in the aftermath of Silicon Valley Bank’s stunning collapse: Is my money safe? US customers held at least $151.5 billion in uninsured deposits by the end of 2022, SVB’s latest annual report said. But before markets opened this week, the Biden administration took an extraordinary step, guaranteeing that SVB customers will have access to all their money starting Monday, even uninsured deposits. Many SVB customers had much more than $250,000 deposited and now that they can’t get their money, some companies are struggling to make payroll. “I don’t think people should panic, but it’s just prudent to have insured deposits versus uninsured deposits,” Hatfield said.

☆ Stocks week ahead: US banks sitting on unrealized losses of $620 billion
▼ + stars: | 2023-03-12 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +7 min

US banks were sitting on $620 billion in unrealized losses (assets that have decreased in price but haven’t been sold yet) at the end of 2022, according to the FDIC. What’s happening: Back when interest rates were near zero, US banks scooped up lots of Treasuries and bonds. The result is that most banks have some amount of unrealized losses on their books. “Unrealized losses weaken a bank’s future ability to meet unexpected liquidity needs,” he added. Before the Bell: Do we need unemployment to rise in order to ease inflation rates?

London CNN —The failure of Silicon Valley Bank is rattling markets and raising uncomfortable questions: Will it undermine the broader banking system and start a new meltdown? A crucial lender to US technology startups, the bank came under pressure as Silicon Valley funding dried up, the result of an economic slowdown and rapidly rising interest rates. Bank stocks rattledFounded in 1983, SVB provided financing for almost half of US venture-backed technology and health care companies. SVB put the bonds up for sale as customers, facing leaner times, pulled their money from the bank. Silicon Valley Bank had about $209 billion in total assets and $175 billion in total deposits as of the end of last year, according to the FDIC.

☆ Recession worries used to be bad for bank stocks. Not anymore
▼ + stars: | 2023-03-08 | by ( Anna Cooban | ) edition.cnn.com time to read: +6 min

London CNN —Investors are bucking tradition this year by piling into big bank stocks just as major economies are expected to either slow down or fall into recession. Fed Chair Jerome Powell said Tuesday that interest rates would rise more than people anticipated. European bank stocks have risen particularly sharply in the past six months. “As those worries have unwound, European banks have done particularly well.”No ‘hidden skeletons’But European economies are still fragile. When economic activity slows down, bank stocks are typically among those hit hardest.

☆ Treon: It does feel like markets are starting to get complacent
▼ + stars: | 2023-02-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: It does feel like markets are starting to get complacentAnneka Treon, chief economist at Van Lanschot Kempen, discusses what appeared to be muted reaction to the CPI data, and why it may still be too early to bank on a Fed pivot.

Reuters Graphics3/ RE-EMERGING MARKETSWhisper it, but the emerging markets (EM) bulls are back after 2022 delivered some of the biggest losses on record. Credit Suisse particularly likes hard currency debt and DoubleLine's Jeffrey Gundlach, AKA the "bond king", has EM stocks as his top pick. Economists polled by Reuters expect headline U.S. inflation to decelerate to 3.1% by the end of 2023. Valentine Ainouz, fixed income strategist at the Amundi Institute, predicts the 10-year U.S. Treasury yield will end 2023 at 3.5% from around 3.88% currently. Reuters Graphics5/ EQUITIES: SELL NOW, BUY LATEREquity investors hope a V-shaped year for the global economy will see stocks end it comfortably higher.

☆ Treon: If the Fed were to let go of the 2% inflation target would be catastrophic in restoring its credibility
▼ + stars: | 2022-10-26 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: If the Fed were to let go of the 2% inflation target would be catastrophic in restoring its credibilityAnneka Treon, chief economist at Van Lanschot Kempen, discusses how the market is focused too much on a Fed pivot, and the risk is that shift takes longer than expected.

☆ Treon: The bond market is the anchor for pricing of everything, and there are signals now the market is getting unhinged
▼ + stars: | 2022-09-27 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTreon: The bond market is the anchor for pricing of everything, and there are signals now the market is getting unhingedAnneka Treon, chief economist at Van Lanschot Kempen, discusses the current chaos in the bond market, and how that's challenging the case for buying equities.

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