Europe
This Insight looks at the likely direction of bond yields and the dollar, from the lens of money velocity.
Yesterday, the ECB solidified its recent dovish tilt in response to weaker growth and decreasing inflationary pressures. It is now set to cut rates 25bps each meeting. How low will the ECB deposit rate ultimately go and what does this imply for yields and the euro?
ECB Cuts Rates, Signals Disinflationary Process Is Well On Track…
Hard Data Shows Further Evidence Of Global Slowdown…
ECB Bank Lending Survey: A Bright Spot For Europe…
Fade European Sentiment Uptick…
UK Assets: Mark Your Calendar…
This week, we cover the main questions we fielded during our latest client trip in Europe. Among the many topics broached are Europe’s recession odds, the impact of China’s stimulus, and the outlook for European markets.
In this Insight, we assess whether investors should expect fiscal turbulence in the UK, that will drive UK yields higher and the pound lower.
Fade The Improvement In Eurozone Investor Sentiment…