Tag Archives: ECB
Euro area: Inflation rate down in September – but to go up from here
Much too low for comfort, now hoping for base effects to materialise
FI Eye-Opener: Spanish sentiment overtakes Germany
Core bonds rallied again yesterday, especially in the US, while German bonds had to settle with only minor gains.
How you can stop worrying and learn to love disinflation
Disinflation is topic de jour for investors, but the transmission mechanism tocurrencies is poorly understood.
FI Eye-Opener: Another big week ahead
Core bond yields initially performed further on Friday, but pressure emerged in the afternoon on the
FX: EUR or USD, ‘safer haven’?
With major event risks this week – ECB starting QE, and US payrolls on Friday – the stock markets, volatility, could make a major move. How would the EURUSD react to “risk off”?
ECB preview: Buy what, how much and how fast?
From the ECB policy meeting next Thursday, we expect more details on the ABS and covered bond purchase programmes but
FI Eye-Opener: Some volatility
Bonds rallied and equities took a beating yesterday on the back of geopolitical concerns, while curves bull-flattened.
FI Eye-Opener: No place like home
German yields ended the day marginally lower yesterday, but US yields jumped on the back
FI Eye-Opener: More divergence
German bonds initially continued in a rallying mode yesterday, but gave up the earlier gains later.
FI Eye-Opener: Hot US economy needed
Bonds rallied on both sides of the Atlantic yesterday, in Europe in a bullish-flattening fashion.
ECB Draghi: EMU Economic Recovery Faces Downside Risks
European Central Bank President Mario Draghi warned Monday that growth and
FI Eye-Opener: What will you say now, Mario?
Core bonds felt some pressure early on Friday, but buyers later entered the market, driving yields lower. Both the US and German 10-year yields fell by some 4bp.