18/12/2023 Economy & Markets ECB on hold supportive for Euro credit markets and govies Understanding the outcome of the latest ECB and BoE meetings, and their impact on markets.
15/12/2023 Economy & Markets Dovish Fed contemplates rate cuts: risks to weaker US growth persist Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.
28/07/2023 Economy & Markets Fed moving to a pause with a very data-dependent approach The Talks elaborates on the banking stress in US and the FOMC May meeting.
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.
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.
28/09/2022 Fixed Income & FX UK market turmoil points towards further volatility in global currencies Understand recent market reaction to the UK budget proposal that had significant market impact on the Sterling and look into what are the implications...
13/09/2022 Economy & Markets ECB meeting: bold rate hike; watch out for more to come Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
22/07/2022 Economy & Markets ECB meeting: larger-than-expected rate hike, with new fragmentation tool outlined July meeting: The ECB hiked its three key interest rates by 50bp for the first time in more than a decade, bringing its rates out of negative territory.
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,...