Tag Archives: ECB
FI Eye-Opener: There is no use fighting gravity
Bonds rallied hard and curves bull-flattened on both sides of the Atlantic,
FI Eye-Opener: In free fall
German bond yields edged higher yesterday, but the moves were limited and trading volumes were depressed in general due to the US holiday.
The Global Macro Pulse
Lower US yields led the USD to weaken even as equity markets continued to fall.
FI Eye-Opener: S&P shooting in all directions
Bond yields continued to fall on both sides of the Atlantic on continued growth concerns and weak risk appetite.
If recession strikes, will Germany embrace QE?
No. But does it matter? By contrast, a recession would lead to at least a passive loosening of fiscal policyMore…
The Global Macro Pulse
USD-G10 is flat in Asia with EURUSD at 1.2697, USDJPY at 107.81 and AUDUSD at 0.8766.
FI Eye-Opener: Into the abyss
Euro-area yields hit record-low levels on a broad-front yesterday, but yields then rebounded towards the evening despite crashing equity markets.
FX Daily
German trade data for August are due for release this morning and focus will be onwhether the solid increase of 4.8% m/m in exports in July marked the bottom.
FI EYE-OPENER: The Fed joins the dovish ranks
Yesterday’s FOMC minutes leave us with an overall feeling of dovishness. Quite a bit of deliberation regarding the phrase considerable time,