All Research Paper
ECONOMICS
Dec 15th, 2016
Survey data highlight how a strengthening European economic recovery in the fourth quarter is being accompanied by rising price pressures, something which may well intensify as oil prices rise. The EU Manufacturing PMI Input Prices Index has already risen to 61.2 in November, its highest since June 2011. In this note we look at how investors can use PMI data to seek outperforming sectors in this environment.
ECONOMICS
Oct 14th, 2016
Doubts continue to be raised regarding the quality of GDP data in Japan, highlighting the role that business surveys such as the PMI can play in monitoring the economy and policymaking.
STRUCTURED FINANCE
May 6th, 2016
The Trust Preferred CDO market is showing signs of life following eight years of dormancy post financial crisis.
CREDIT
Feb 4th, 2016
Despite a steady US housing recovery, recent liquidity pressures have led to a fall in Non-Agency RMBS prices.
STRUCTURED FINANCE
Feb 4th, 2016
Despite a steady US housing recovery, recent liquidity pressures have led to a fall in Non-Agency RMBS prices.
ECONOMICS
Oct 28th, 2015
There is growing evidence to suggest that policymakers were deterred from raising interest rates earlier in the year due to misleading signals from official data.
STRUCTURED FINANCE
Oct 9th, 2015
Markit data indicates that Ginnie Mae (GNMA) securities within the agency MBS market have become increasingly active in recent months, especially when compared to historic trends and metrics. Key changes in regulation and policy have stimulated trade activity and increased market demand for GNMA products. Markit’s securitised products pricing service has integrated these important market trends into its pricing assumptions for agency pass through and CMO securities.
ECONOMICS
Aug 17th, 2015
The Markit Germany PMI™ has been compiled by Markit’s economics team since 1998 and has built a track record of accurately anticipating official data relating to economic growth, employment and inflation. The survey-based data, derived from Markit’s carefully-structured panels of 1,000 manufacturing and service sector companies, provides investors, policymakers, business planners and other economy watchers with the most up to date guide to economic trends available.
ECONOMICS
Aug 17th, 2015
The Markit Eurozone PMI™ has been compiled by Markit’s economics team since 1998 and has built a track record of accurately anticipating official data relating to economic growth, employment and inflation. The survey-based data, derived from Markit’s carefully-structured panel of around 5,000 manufacturing and services companies, offers investors, policymakers, business planners and other economy watchers with the most up-to-date guide to economic trends available.
ECONOMICS
Aug 14th, 2015
The NEVI Netherlands PMI™ has been compiled by Markit’s economics team since 2000 and has built a track record of accurately anticipating official data relating to economic growth, employment and inflation. The survey-based data, derived from Markit’s carefully-structured panel of 400 companies, offers investors, policymakers, business planners and other economy watchers with the most up to date guide to economic trends available.