Tag Archives: ECB

The Global Macro Pulse

Weaker than expected GDP growth pushed AUDUSD down to 0.8405.

FI Eye-Opener: Higher yields but only for a while

Core bond yields continued to head higher yesterday, modestly in the Euro area, more so in the US.

ECB preview – ECB’s timeline is tricky – isn’t it?

The ECB has eased twice in 2014, but liquidity conditions in the Euro system will still be

The 10 biggest challenges to 2015’s most crowded trade

Here are 10 top challenges to the very popular strong USD view for next year:

The Global Macro Pulse

AUDUSD has bounced slightly from 0.8480 to 0.8520 following the RBA meeting.

FI Eye-Opener: Unanchored inflation expectations

Core bond yields finally rebounded higher yesterday, as did the oil price.

The Global Macro Pulse

With the exception of the EUR, the USD has appreciated across the board.

FI Eye-Opener: Free fall

German bond yields ended Friday largely flat, but US Treasuries rallied in earnest.

FX: this.time.is.different

Even though oil price fall feels like 2008, it is not, thus consequences will be different.

The Global Macro Pulse

The USD rallied across the board. USDJPY rose to 118.27,

FI Eye-Opener: Hitting record lows starting to sound boring

European bond yields hit new record lows on a broad front yesterday,

The Global Macro Pulse

AUDUSD rallied to 0.8584 in response to a better-than-expected capex survey.