By Nicola Mai | Jan 24, 2023 European Outlook: Less Downside Now, But Caution Still Warranted Focusing on high quality and liquidity when taking risk in portfolios will be key in 2023, as pressure on monetary policy remains intense.
By Konstantin Veit | Dec 16, 2022 ECB Hikes, and Indicates Higher Rates Coming The European Central Bank is likely to continue hiking rates next year, but the end point remains uncertain.
By Konstantin Veit | Oct 28, 2022 ECB Promises More Rate Hikes, But the Language Softens The central bank noted that substantial progress has been made in withdrawing monetary policy accommodation, and expressed concerns around growth and policy transmission lags.
By Konstantin Veit | Sep 08, 2022 ECB Hikes Rates, With More to Come We expect the European Central Bank to continue aggressively hiking rates this year, though moderating from the 75-basis-point level.
By Lorenzo Pagani, Yi Qiao | Mar 08, 2021 Inflation Numbers Rise in Europe, But Expectations Remain Low A recent report showed an uptick in inflation in Europe, but markets are pricing in low inflation over the long term. We see opportunity for investors to hedge inflation risk.
By Konstantin Veit | Dec 10, 2020 ECB Review: Loose Yield Curve Control As European inflation and growth remain subdued, the European Central Bank expanded its monetary support. The central bank, however, is now focusing more on the region’s financing, rather than financial, conditions.
By Peder Beck-Friis | Sep 22, 2020 Fiscal, Not Monetary, to Determine Europe’s Inflation Path Ahead Strong money growth in Europe has raised concerns about inflation taking off. We have a different view.
By Andrew Bosomworth, Konstantin Veit | Mar 13, 2020 ECB Review: Fiscal First and Foremost The European Central Bank (ECB) didn’t follow other major central banks and refrained from cutting interest rates in response to the coronavirus outbreak. This signals a shift in the central bank’s preferred policy tools – read more.
By Ketish Pothalingam, Peder Beck-Friis | Oct 31, 2019 U.K. Elections: What’s Next for Economy and Markets? The U.K. is set to head to the polls on December 12. Here are our key takeaways for the economy and markets.
By Nicola Mai | Sep 03, 2019 Disruption in the Eurozone: Challenges of an Arranged Marriage Two decades after inception, the eurozone countries’ arranged marriage-type of union looks shaky at best, and now it is even more challenged by ongoing, global disruptive forces.
By Andrew Bosomworth | Aug 01, 2019 ECB Signals Easing, But What’s Left in the Policy Arsenal? Come the fall, the ECB will likely deliver yet another easing package that could effectively deplete its monetary policy toolbox.
By Andrew Bosomworth | Jul 04, 2019 Lagarde, von der Leyen Appointments to Lead the ECB, EC, Send Three Market Signals We believe that the Lagarde, von der Leyen appointments will help Europe respond constructively to potential crisis, with fiscal and monetary policy acting in greater unison.
By Nicola Mai, Peder Beck-Friis | May 31, 2019 European Parliamentary Elections 2019: Caution Reaffirmed While the election is not a game changer in terms of EU policymaking, it confirms that populism remains strong, and a significant threat to an intrinsically fragile currency union.
By Lorenzo Pagani | Apr 09, 2019 Navigating Uncertainty in Inflation Markets: The European Case Eurostat’s recent revision of the HICPxT index could have two potentially wide-reaching effects for euro area inflation-linked bonds (ILB) investors.
By Andrew Bosomworth | Jan 25, 2019 Delaying the ECB’s Liftoff We think Thursday’s downgraded growth assessment is a precursor to two changes in the ECB’s monetary policy stance later this year.
By Andrew Bosomworth | Dec 14, 2018 Longer-Term Risks Complicate ECB's Policy Path: Beware the Pillars of Hercules Will the ECB have sufficient firepower – and support from the population – to spur the economy when the next recession arrives?
By Philippe Bodereau, Matthieu Loriferne | Nov 05, 2018 Volatility Brings Opportunity in Bank Capital Securities Recent volatility means capital securities now offer a compelling combination of yield, duration and credit risk.
By Nicola Mai, Andrew Bosomworth | Jul 11, 2018 Eurozone Outlook: When Secular Turns Cyclical In Europe, the secular risks appear to be materializing more quickly than expected, particularly in Italy.
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Andrew Bosomworth Gene Frieda Geraldine Sundstrom Joachim Fels Joshua Anderson Ketish Pothalingam Konstantin Veit Lorenzo Pagani Matthieu Loriferne Michael Althof Nicola Mai Peder Beck-Friis Philippe Bodereau Scott A. Mather Stacey Shi Tony Crescenzi Yi Qiao
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