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Below is a list of our Eurozone Publications for the last 6 months. If you are looking for reports older than 6 months please email email@example.com, or contact your account rep
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The ECB formally presented its new inflation target yesterday, and updated the forward guidance on rates attached to it.
From an immunological perspective, variant risk is assessed on a spectrum--no variant is either completely resistant or susceptible to the vaccines--but for markets it is...
With Mr. Biden recently installed in the Oval office, and the Conservative government in the U.K. not battling for re-election until 2024, the main sources of political risk...
The ECB conformed to our expectations yesterday, guiding markets towards unchanged and ample accommodation through Q3.
The best way to explain the ECB's position, ahead of today's policy decision, is that the central bank has plenty of circumstantial evidence that a strong recovery has begun,...
Italian Economy is Roaring Back to Life, but We're Still Cautious
A More Dovish Tone from the ECB as Difficult Decisions on QE Loom
Either the ECB has Toughened Up, or it is Behind the C urve
Conditions have Never Been Better for Equities, but Risks Loom in H2
The ECB Will Soon be Discussing When and How to Slow PEPP
The ECB Treads Water, but More PEPP is Still to Come, Probably
Ms. Lagarde Has one Job Today; to Defend the ECB's Credibility
Is the ECB Trying to Sell Markets a Dummy on PEPP Purchases?
Covid-19 Hasn't Ended the Euro Glut; It Might Even have Boosted It
The ECB is here to Close Spreads, and Likely Flatten the Curve too
How Much Clarity will Ms. Lagarde Offer Markets Today?
We are sympathetic if euro area fixed income investors are slightly confused about the ECB's intentions.
1 Mar 2021 The ECB is Getting Worried About Rising Yields; PEPP to Accelerate?
No Relief Just Yet for Households in Germany and France
Equities are Still Detached from the Economy, for Good Reasons
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