By Yoruk Bahceli (Reuters) – Recent moves in bond and equity markets show that investors are starting to worry that the Federal Reserve may hike rates too far, a senior fund manager at Europe[...]
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Europe
Hedge funds’ Europe stock buying spree unlikely to be maintained -JP Morgan
By Nell Mackenzie LONDON (Reuters) – Hedge funds’ bullish equity positioning in Europe is in line with some of the highest levels of the past five years but the appetite for stocks may fad[...]
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Taking Fed’s lead, UK investors fully price in BoE hike in March
LONDON (Reuters) – British investors on Wednesday fully priced in a 0.25 percentage point increase in Bank of England interest rates at its March meeting, after the U.S. Federal Reserve signalle[...]
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Stock pickers reckon it’s time to move on from central banks
By Naomi Rovnick LONDON (Reuters) -Stock market investors are calling time on the idea that the Federal Reserve, and other major central banks, have their back. Hopes for interest rate cuts by year-en[...]
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Hedge funds that did best in 2022 could fare worst in 2023 – BNP
By Nell Mackenzie LONDON (Reuters) – Trend following hedge funds that outperformed rivals in 2022 will likely underperform this year, according to investors surveyed by BNP Paribas in a report p[...]
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UBS set to apply for China mutual fund license – WSJ
(Reuters) -Switzerland’s biggest bank UBS Group AG is looking to apply for a mutual fund license in China, the Wall Street Journal reported on Thursday, citing people familiar with the matter. T[...]
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Analysis-Boom in European bank earnings hints at a rally with legs
By Joice Alves LONDON (Reuters) – Europe’s banks, which enjoyed a stellar fourth-quarter that yielded a surge in earnings growth to 15-year highs, are still looking cheap and could have mo[...]
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Analysis-Competition hots up as British banks fight to keep earnings rising faster than costs
By Lawrence White, Iain Withers and Sinead Cruise LONDON (Reuters) – British banks face a tougher battle for mortgage customers and business borrowers in 2023, as rising costs and deposit rates[...]
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Britain sets out legislation to regulate buy-now-pay-later credit
By Huw Jones LONDON (Reuters) -Britain on Tuesday set out draft legislation to regulate “buy now pay later” (BNPL) credit, saying the sector posed potential harm to consumers without thoro[...]
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