The report discusses the positive performance of most global assets in the first half of 2014, driven by central bank liquidity. It highlights concerns about asset valuations and potential changes in Federal Reserve policy. The report also notes the historic lows in European Government bond yields, particularly the Dutch 10-year yield.
documents/vol00010-efta01454517-pdf.pdf
{"title":"Early Morning Reid - Macro Strategy","key_people":["J. Reid","N. Burns","A. Ip"],"document_date":"2014-07-01","document_type":"correspondence","key_locations":["Europe","Netherlands"],"document_subtype":"report","key_organizations":["Deutsche Bank"]}