Post-CPI Market Reaction Calls an End to Very Strong Market Trends
Markets Last Thursday’s US October CPI release still dominates the debates. The relative small downward […]
Weekly Focus – Geopolitics Takes Centre Stage
The central bank ‘pivot’ narrative got a boost from US CPI inflation surprising on the […]
ECB Schnabel: No time for monetary policy to pause
ECB Executive Board member Isabel Schnabel said in a speech, “there is no time for […]
ECB bulletin: Further weakening of economy into beginning of 2023
In the monthly economic bulletin, ECB said the Governing Council expects a “further weakening” of […]
Markets Looking for Higher Central Bank Terminal Rates
Major central banks around the world have been hiking rates at an unprecedented pace in […]
Markets Will Have to Continue Their Countdown the Tomorrow’s US CPI Release
Markets Markets had to rely on their own internal dynamics/technical considerations yesterday given the empty […]
ECB de Guindos: We will start QT sooner or later, for sure in 2023
ECB Vice President Luis de Guindos said in an interview, “we will continue raising rates […]
ECB Villeroy: Hiking pace more flexible, possibly slower beyond neutral rate
ECB Governing Council member Francois Villeroy de Galhau said in an interview, “as long as […]
Weekly Economic & Financial Commentary: Will the FOMC Slow the Pace of Tightening in Coming Months?
Summary United States: FOMC Still Has Cover to Focus on Inflation Employers continued to add […]
ECB Lagarde: Withdrawing accommodation may not be enough to bring inflation back to target
ECB President Christine Lagarde said in a speech that after increasing interest rates by 200bps, […]
ECB Lagarde: we cannot progress at same pace as Fed
ECB President Christine Lagarde said the central bank cannot just mirror Fed’s policy moves. “We […]
ECB Panetta: Aggressive tightening is not advisable now
ECB Executive Board member Fabio Panetta said in a speech, “after the progress we have […]