Tags » ECB
Macro Letter – No 40 – 28-08-2015
An Autumn Reassessment – Will the fallout from China favour equities, bonds or the US Dollar?
- The FOMC rate increase may be delayed… 2,106 more words
A range of financial market developments suggest that the ECB should be getting more concerned that “an unwarranted tightening of monetary policy” is occurring. The euro TWI is up nearly 5% (due to risk aversion effects, looking likely to knock ¼pp off the ECB’s inflation forecast), EA real interest rates have risen sharply (more than US equivalents), the EA yield curve is steeper than before QE and EA equity prices have fallen sharply. 2,419 more words
Investec Ashes 2015 review
In a bizarre Ashes series of one sided matches, (not to mention the shortest ever five match Test series in terms of number of day’s play), it was England who won the key important moments – despite only having one player in each of the top four run makers and wicket takers. 1,614 more words