17/03/2023 Economy & Markets ECB increases rates: the job on inflation is not done yet, but expect a softer path Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
19/12/2022 Economy & Markets Hawkish surprise from the ECB Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
28/10/2022 Economy & Markets A dovish pivot from the ECB: Euro bonds back in focus The ECB has turned more dovish suggesting a less aggressive rate hike path ahead.
13/09/2022 Economy & Markets Reassessing the view on Europe: hot questions for investors To understand how the stagflationary environment in Europe affects the region's markets.
11/07/2022 Economy & Markets The ECB’s ability to raise rates will depend on the strength of the antifragmentation tool The ECB is determined to tighten its monetary policy in the face of record high inflation levels.
15/04/2022 Economy & Markets ECB strikes a somewhat dovish tone, despite inflation remaining top priority We expect QE to end in Q3, as announced, followed by rate normalisation, which is likely to lift rates out of negative territory over the next few months,...
9/12/2019 Fixed Income & FX Screen the Euro fixed income market in the era of three 'lows' As 2020 approaches, the uncertainty in the market has receded but there are still risks ahead involving macroeconomic, political and technical factors....