Monthly Archives
The message from the ECB will be closely followed since they are next up on the calendar now that the Fed and BoJ have got their meetings out of the way.
Continue readingAside from the US, UK surprised with a much stronger-than-expected August inflation data as well.
Continue readingBryan Goh, CIO, Bordier & Cie, says there is an academic argument to suggest rising interest rates could spark inflation even as quantitative easing has failed to do so.
Continue readingPlease check this space for updates on the situation.
Continue readingThe US began to slow in Q1 and now some softness is appearing in data in Europe and Asia as well.
Continue readingWe expect a return to the unconstrained LTROs but will soon discover if we are right or not.
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