Back to homepage

Tag "ECB"

ECB QE Monitor

ECB QE Monitor

🕔08:05, 24.Sep 2020

The Fed announced an inflection of its long-term objectives by making the 2% inflation threshold not a high limit, but an average objective over time, i.e. it will not harden not its monetary policy in the event of one-off inflation

Read Full Article
Weekly Market Recap

Weekly Market Recap

🕔13:05, 22.Sep 2020

Last week started off on a strong note, helped by news on Monday of Gilead Sciences’ USD 21 billion acquisition of Immunomedics and chipmaker Nvidia’s USD 40 billion purchase of ARM Holdings. Software giant Oracle reported on …

Read Full Article
Investing to pastures green(er)

Investing to pastures green(er)

🕔11:07, 22.Sep 2020

Some regions of Europe are returning to lockdown – for instance some districts of Madrid badly hit by the second wave of the pandemic. Yet, for now these lockdowns are very different from the ones imposed in March and April:

Read Full Article
What won’t be in the strategy review

What won’t be in the strategy review

🕔09:37, 14.Sep 2020

Key points The divergence between a decisive Fed and a more hesitant ECB is an interesting debate but it hides the fact that on both sides of the Atlantic monetary policy through its traditional transmission channels is facing diminishing returns.

Read Full Article
Economic and political backdrop

Economic and political backdrop

🕔11:19, 12.Aug 2020

The US Stocks drifted higher through much of last week, although the catalysts for the move were perhaps harder to identify than usual, and trading was subdued relative to recent months. The week’s busy economic calendar appeared to play some

Read Full Article
Big Numbers Alone Make No Proper Monetary Policy

Big Numbers Alone Make No Proper Monetary Policy

🕔08:09, 27.Jul 2020

Aggressive interest rate cuts, liquidity provisions and quantitative easing worked well. Buying facilities rather serve as a backstop.  Based on a diminishing marginal effect from Large Scale Asset Purchases (LSAP), the Fed might do more for longer to support

Read Full Article
Road to Recovery

Road to Recovery

🕔07:37, 1.Jul 2020

Credit Continuum  Monetary stimulus measures and high levels of cash continue to support spread tightening between now and year end. The rally in credit markets has continued in May given Federal Reserve and European Central Bank support measures and the

Read Full Article
ECB QE Monitor

ECB QE Monitor

🕔09:42, 11.Jun 2020

Central Banks: interest rates near zero The Fed kept its interest rates unchanged. The ECB kept its interest rates unchanged. No movement on BoJ interest rates since 2016.

Read Full Article
ECB to take next step

ECB to take next step

🕔13:11, 2.Jun 2020

Week Ahead  Focus: ECB Council meeting, EU Recovery Fund   The ECB’s Governing Council is to meet next week. We expect the PEPP purchasing program to be increased by EUR 500bn. While the Governing  …

Read Full Article
Define ”Big”

Define ”Big”

🕔10:53, 2.Jun 2020

Research & Strategy Insights  The European Commission “doubled down” on the Franco-German initiative and came out with a bigger quantum for its “Next Generation” package and proposals for new “own resources”. This is politically important. While we are still very

Read Full Article
ECB QE Monitor

ECB QE Monitor

🕔14:15, 25.May 2020

In March, the ECB activated a “pandemic emergency purchasing program” (PEPP) for a an additional €750bn. In total, the ECB have approximately …

Read Full Article
Safe havens and QE in this week’s Top Five

Safe havens and QE in this week’s Top Five

🕔10:54, 23.May 2020

#21 A variety of publications in this week’s Top Five, please see below the best read publications: On the fifth place, Blackrock‘s Weekly Commentary “Europe bond outlook under review“: Including their weekly chart: Neuberger Berman‘s “Asset Allocation Committee Outlook 2Q20”

Read Full Article
Big Figures Looking Smaller

Big Figures Looking Smaller

🕔13:13, 19.May 2020

The ECB has to deal with a nasty form of circularity: doubts on its capacity to break its self-imposed limits – further fueled by the recent decision of the German Constitutional Court – trigger bond offloading in some of  …

Read Full Article
Euro area and national quarterly financial accounts

Euro area and national quarterly financial accounts

🕔07:51, 19.May 2020

Quality Report 2019  This annual report provides a quality review of the quarterly euro area and national financial accounts. The report fulfils the formal requirement for the Executive Board of the European Central Bank (ECB) to inform its Governing Council

Read Full Article
Issues note on liquidity in the corporate bond and commercial paper markets

Issues note on liquidity in the corporate bond and commercial paper markets

🕔12:49, 18.May 2020

Issues note on liquidity in the corporate bond and commercial paper markets, the procyclical impact of downgrades and implications for asset managers and insurers The coronavirus (COVID-19) pandemic and the measures necessary to contain it have brought a severe and

Read Full Article
Bitcoins, central banks and inflation expectations: a variety of topics in our Top Five

Bitcoins, central banks and inflation expectations: a variety of topics in our Top Five

🕔10:12, 16.May 2020

#20 – Top Five Best Read Research on OpinioPro And it’s Saturday again: the day for us to publish our Top Five Best Read on OpinioPro this last week. Populair tags were ‘asset allocation‘ and ‘equities‘, furthermore our event calendar

Read Full Article
Market Compass

Market Compass

🕔14:49, 15.May 2020

April 2020 The Covid-19’s economic damages start to be felt, we expect an unprecedented GDP contraction in Q2 in both, Europe and the US. Tentative signs of recovery in China. The policy action in the US has been quick and

Read Full Article
Macro briefing: Will the ECB be stopped from any further QE?

Macro briefing: Will the ECB be stopped from any further QE?

🕔16:05, 14.May 2020

The court ordered the German government to ensure the ECB carried out a “proportionality assessment” of its vast purchases of government bonds. Whilst the ECB should be successful in proving that its purchase scheme was necessary and “proportional”, further expansion

Read Full Article
Europe bond outlook under review

Europe bond outlook under review

🕔10:09, 13.May 2020

Weekly commentary  A decision by the German constitutional court last week could potentially undermine the independence of the European Central Bank (ECB) – and threaten to fuel fragmentation within the euro area in the long run. This comes as the

Read Full Article
The ECB Survey of Professional Forecasters

The ECB Survey of Professional Forecasters

🕔15:50, 12.May 2020

The results of Q2 2020 ECB Survey of Professional Forecasters (SPF) have to be seen in the context of the outbreak of the coronavirus (COVID-19) pandemic and subsequent mitigation measures. 1 Expectations for euro area inflation, growth and unemployment were

Read Full Article
Technical solutions exist but the conflict is about principles

Technical solutions exist but the conflict is about principles

🕔13:17, 12.May 2020

Research & Strategy Insights Most continental European countries have by now relaxed the conditions of their lockdown to some extent or are about to do so. We continue to expect a much better second half of 2020, but we are

Read Full Article
Annual Report 2019

Annual Report 2019

🕔12:54, 11.May 2020

2019 marked the 20th anniversary of the introduction of the euro, and support for the single currency among euro area citizens reached an all-time high of 76% in the November Eurobarometer poll. 

Read Full Article
Who decides on ECB purchases?

Who decides on ECB purchases?

🕔08:34, 11.May 2020

Week Ahead Focus: German Federal Constitutional Court ruling, US Labor Market Report, Eurozone public debt This week, the German Federal Constitutional Court ruled on a lawsuit against the purchase of government bonds by the ECB and thus the Bundesbank under

Read Full Article
Central Bank Watcher

Central Bank Watcher

🕔16:55, 5.May 2020

Rates in lockdown for longer  With the outbreak of the coronavirus hitting the global economy, central banks have stepped up to the plate by delivering significant amounts of easing. Official yields are now at or below zero for all developed

Read Full Article
The limits of the banking channel

The limits of the banking channel

🕔14:25, 5.May 2020

Research & Strategy Insights  Flows of new bank loans to the corporate sector reached a record high in March in the Euro area, and the European Central Bank (ECB)’s Bank Lending Survey suggests that credit institutions are planning to ease

Read Full Article

Search

Featured Events & Webinars

  1. T. Rowe Price – Webinar – What will a new era bring for Japan?

    October 7 @ 10:00 - 10:30

Twitter

"While #active management has always played an important role in retirement plans, the COVID19 crisis has added new layers of complexity to the active versus #passive debate. We observe a number of trends ..." -> https://www.opiniopro.com/2020/09/mfs/back-to-reality/

"Our clients are constantly grappling with market uncertainty, shrinking margins, changing regulatory requirements and a fast- changing #technology landscape. As a result, their investment ..." -> https://www.opiniopro.com/2020/09/state-street-global-advisors/the-future-is-open/ #tech

"For private corporate lending,
the level of M&A activity is an important driver of
dealflow, although there has been a recent resurgence in corporate deal-making since ..." -> https://www.opiniopro.com/2020/09/mg/new-opportunities-emerge-across-the-credit-spectrum/

"#Emergingmarkets (EMs) are on the front lines of #climatechange, facing challenges that could hamper economic development and jeopardise human health and capital assets. Physical climate risks" -> https://www.opiniopro.com/2020/09/wellington/climate-change-and-emerging-markets-assessing-opportunities-and-challenges/

Load More...

Search on date

September 2020
M T W T F S S
 123456
78910111213
14151617181920
21222324252627
282930