Tag Archives: ECB
Finally some support to the US dollar and renewed EM jitters
German HICP will give the first insight into what to expect of the euro area aggregate due to be released tomorrow. We expect the German figure to remain unchanged at 1.2% but
FI Eye-Opener: German bund yield about to break lower
Safe haven yields edged clearly lower yesterday as the tensions in Ukraine intensified when Russia put troops on alert near Ukraine. The markets shrugged off the poor German auction and
US Morning Update
Most markets were very quiet once again during the London morning, with month-end upon us. Poor investor returns in February have kept the desire to put new trades on very limited this week.
Get real on euro
The single best explanation for the euro’s resilience is real yields. Eurozone real yields have moved steadily higher since the trough in summer 2012 and exceeded US ones last autumn.
FX Daily
In the US new home sales are expected to decrease further in January after theywere weak in December. The main reason for the decline is still the bad weather,
FI EYE-OPENER: Rates retreat yet again
The turmoil in Ukraine has now – mercifully – moved on to the financial aspects. Yesterday saw a delay in selecting a national unity government (selection will be Thursday instead) which is a prerequisite for EU and
Nomura: Can The ECB ‘Shock’ The Euro Next Week? How To Position?
Despite the rate differential versus the USD moving gradually against the euro, the EUR/USD is close 1.38 and as we approach the closely-watched March ECB meeting next week,
FI Eye-opener: Revised inflation reduces pressure on ECB
Ifo came in better than expected, supporting the view of an improving growth outlook. If the ECB were to act in March it would not because of growth, but a deteriorating inflation outlook.
FI Eye-Opener: Is Draghi ready to move?
Bond yields fell on both sides of the Atlantic after somewhat choppy trading. The 10-yr US yield dropped to 2.72% and the Bund ended the day at 1.66% and curves flattened marginally.
ECB Ready To Pump In Stimulus If Needed
European Central Bank President Mario Draghi said policy makers are ready to add to stimulus if the outlook for prices deteriorates, though there are currently no signs of deflation in the euro area.
G-20 Agrees On Monetary Policies ‘Calibration,’ Eye On Growth
The first G-20 meeting under Australian leadership managed to agree more than skeptics thought possible – the idea that developed economies will calibrate their monetary policies and
ECB Draghi: ECB Ready, Willing to Act If Risks Gain Strength
The European Central Bank is prepared to take action to counter economic risks not only if these actually materialize but even if the threat level merely rises,