A macro strategy memo discussing market performance in the first half of 2014, highlighting positive asset performance, central bank liquidity, and concerns over valuations. It also covers European Government bond yield lows, Asian market performance, and subdued trading activity on the last day of 1H14.
documents/vol00010-efta01454544-pdf.pdf
{"key_people":["J. Reid","N. Burns","A. Ip"],"document_date":"2014","document_type":"correspondence","key_locations":["Europe","Asia","China","Indonesia","Taiwan","Japan","Hong Kong","Portugal"],"document_subtype":"memo","key_organizations":["ECB","Fed","HSBC","Bank of Indonesia","RBA","S&P 500","Banco Espirito Santo"]}