“The Bank of England is facing a very, very difficult dilemma right now,” Christoph Schon, Senior Director of Applied Research at Qontigo, told me on the phone from London yesterday. “The bank wants to quiet down markets and stabilize credit conditions in the UK.”
“It looks like consumers are not too worried,” said Melissa Brown, Global Head of Applied Research at Qontigo. “It does suggest an economy that can continue to grow, but I think that specter of inflation is out there and is kind of overhanging other good news.”
“That is a sign that — it’s really about the anticipated impact of the monetary tightening of long-term growth and inflation expectations,” said Christoph Schon, senior principal of applied research at Qontigo.
Restoring price stability will take some time, says Fed Chair Powell. Christoph Schon examines market weakness following Powell’s commentary. He looks at movement in treasury yields FVX, TNX, and TYX. He then spotlights the energy ETF, XLE.
Melissa Brown, Global Head of Applied Research joined Bloomberg Markets to discuss how factors are driving the further volatility in the equity markets, the significance of international and emerging markets equities for U.S. investors, as well as expectations for Fed policy towards the end of the year.
Melissa Brown, Qontigo’s Global Head of Applied Research, spoke with Zahra Tayeb of Insider about how aggressive interest rate hikes and rising yields on US Treasuries are changing the market’s bond dynamic, increasing investors’ appetite for fixed income.
“Increasing regulatory requirements has meant that validation and backtesting are even more critical to the investment process. The judges were most impressed with Qontigo’s Axioma Risk platform, which is supported by cloud-based technology and an API-first design and interactivity to continue meeting the needs of financial institutions,” said Wei-Shen Wong, Asia Editor of WatersTechnology.