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Is the ECB Trying to Sell Markets a Dummy on PEPP Purchases?
14th Apr 2021 00:20Eurozone
The Virus will Soon be History, but are Markets Pricing in Too Much?
13th Apr 2021 00:20Eurozone
A Closer Look at Pent-Up Demand in the EZ Private Sector
26th Mar 2021 00:10Eurozone
Covid-19 Hasn't Ended the Euro Glut; It Might Even have Boosted It
23rd Mar 2021 00:20Eurozone
The ECB is here to Close Spreads, and Likely Flatten the Curve too
12th Mar 2021 00:10Eurozone
How Much Clarity will Ms. Lagarde Offer Markets Today?
11th Mar 2021 00:10Eurozone
We are sympathetic if euro area fixed income investors are slightly confused about the ECB's intentions.
5th Mar 2021 08:14Eurozone
1 Mar 2021 The ECB is Getting Worried About Rising Yields; PEPP to Accelerate?
1st Mar 2021 00:20Eurozone
Equities are Still Detached from the Economy, for Good Reasons
19th Feb 2021 00:10Eurozone
The EZ Economy is in a Gully, and It's Probably a Deep One
17th Feb 2021 00:10Eurozone
We are sympathetic to the idea that the prospect of an effective vaccine in H1 2021 incentivises governments and local authorities to tighten the screw more in the near term to...
19th Nov 2020 00:10Eurozone
In our last two Monitors we painted the picture of a bright world in which Covid-19 is swiftly vanquished by a vaccine next year. In this Monitor, we'll plant our feet back on...
12th Nov 2020 00:10Eurozone
Yesterday's news that Pfizer's Covid-19 vaccine has a 90% effectiveness against the virus is unequivocally good news for the EZ economy, even if its positive impact...
9th Nov 2020 22:10Eurozone
On a headline level, yesterday's IFO in Germany confirmed the main message from last week's PMIs.
27th Oct 2020 00:10Eurozone
The headline EZ data added to the evidence of a weakening recovery while we were away.
26th Oct 2020 00:10Eurozone
A Financial Times report over the weekend--see here--added to the speculation that the ECB is not going to lift the amount of asset purchases pledged under its Pandemic...
22nd Sep 2020 00:10Eurozone
On a headline level, the ECB conformed to consensus expectations yesterday by leaving its policy stance unchanged.
11th Sep 2020 00:10Eurozone
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