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Recent Posts
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Category Archives: ECB
Where The Next Financial Crisis Begins
Our good friend, King David, just forwarded this Bloomberg headline to remind us of a post we made back in 2018, which we have reposted below. Maybe, or maybe not, but you should have the following analysis in your quiver, … Continue reading
Economic Outlook
I am out of the country and thought you might be interested in my economic presentation prepared for a European manufacturing trade group (note the European bias and context). Click here to view the full presentation. A loud shoutout to … Continue reading
Posted in ECB, Economics, Euro
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Euro Banks: Dead Men Walking
These charts are hard to take. Have you ever seen such dead money investments? Here’s to hoping that if Jamie Dimon becomes Secretary of Treasury in a Biden Administration — a huge stretch given the rising power of the Democratic … Continue reading
Where The Next Financial Crisis Begins
We are not sure of how the next financial crisis will exactly unfold but reasonably confident it will have its roots in the following analysis. Maybe it has already begun. The U.S. Treasury market is the center of the financial … Continue reading
ECB Easy As 123
It's ECB day! We've done all the hard work so you don't have to. pic.twitter.com/sF33oJheAk — ING Economics (@ING_Economics) July 26, 2018
ECB to end stimulus programme later this year
ECB President Mario Draghi admitted the eurozone recovery has slowed and kept record low interest rates unchanged… READ MORE : http://www.euronews.com/2018/06/14/ec…
Posted in ECB, Monetary Policy, Uncategorized
Tagged ECB, Mario Draghi, Monetary Policy, QE, Taper
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The Bund With A Draghi Tattoo
The consequences for global markets of an end to ECB QE will be much bigger than those associated with the end of the Fed’s QE – Guillermo Tolosa, Oxford Economics Huge ECB meeting on Thursday. Will Mario Draghi announce a path to normalize monetary … Continue reading
Posted in Bonds, ECB, German Bund, Germany, Monetary Policy, Uncategorized
Tagged ECB, European bond bubble, German 10-year Bund Yield, Mario Draghi
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Swan Lake – May 30
Italy’s president has attempted to broker an eleventh-hour deal between the country’s two largest populist parties to avoid another destabilising national election, helping Italian assets recover from a sell-off that rattled investors worldwide. Sergio Mattarella, who triggered this week’s crisis … Continue reading
Posted in Black Swan Watch, ECB, Euro, Eurozone Sovereign Spreads, Italian Yields, Italy, Uncategorized
Tagged Italian sovereign spreads
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Dimon Says Prepare for 4% Yields – Bloomberg
Wow! It sounds like Jamie read our recent post, Prepare For Much Higher Long-Term Rates. Nah, we are just on the same page. He speculates the yield curve will not invert as it did in the last tightening cycle; long-term … Continue reading
Posted in Bonds, ECB, Uncategorized
Tagged 4 percent, Bloomberg, Bond Yields, Jamie Dimon
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Draghi’s Monetary Policy Statement
Apr.26 — European Central Bank President Mario Draghi speaks at a news conference in Frankfurt about the economy, monetary policy and inflation after the ECB maintained its pledge to move slowly in removing euro-area stimulus. (This is his opening statement.) … Continue reading
Posted in Bonds, ECB, German Bund, Monetary Policy, Uncategorized
Tagged Draghi, ECB, Monetary Policy
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Global Macro Monitor 