Looking back at history, it generally takes around two years for those feedback loops to fully manifest themselves.
Category: ECB
‘Blue Sky’, ‘Ugly’ Or ‘Armageddon’: 3 Paths For The Emancipation Trade
“Everything we know about financial markets”…
Spotted In Europe: Green Shoots
Just in time to wither and die, probably.
Hunting For Free Money In Europe’s ‘Cosmopolitan’ Bond Market
More tales from “this topsy-turvy world”.
‘Strong Call For Unity’ Made At Mario Draghi’s Final ECB Meeting After Contentious September Showdown
“It was regarded as important to form a consensus and to unite”.
ECB Reiterates QE Infinity At Mario Draghi’s Final Meeting
Wave goodbye to Super Mario.
‘QE Infinity’ Debate Took Center Stage At Rebellious September ECB Meeting, Minutes Show
“A remark was made that an open-ended announcement could give rise to”…
Markets Scream For Stimulus As Deflation Comes For South Korea, Japanification Grips Europe
Monetary, fiscal… whatever you’ve got.
How Draghi’s ‘QE Infinity’ Actually Paves The Way For Fiscal Policy To ‘Take Over’
“An important stepping stone”.
ECB Hawks Go Hunting, Say Draghi May Have Made ‘A Mistake’ With New Easing
“There are increasing signs of scarcity of low-risk assets [and] distorted pricing”.
Christine Lagarde Inherits ‘Unprecedented’ ECB Split After QE ‘Revolt’
Dissenters in our midst.
Draghi Sees Scope For New QE To Last ‘Quite A Long Time’ As ECB Slashes All Inflation Forecasts
“QE-Infinity” is real – with a caveat.
Trump Lashes Out At Mario Draghi Again, Says ‘Bonehead’ Powell ‘Just Sits And Sits’
“They are trying, and succeeding, in depreciating the Euro”.
ECB Cuts Rates, Restarts Open-Ended QE, Announces Tiering, Enhances Forward Guidance
Draghi comes through with multi-faceted easing package – will it be enough?
As ‘Super Mario’ Steps Up To Bat, ‘Markets Are Vulnerable To A Correction’
Let’s see if he has one more rabbit in the hat.
Central Banks Need To ‘Disappoint Markets’: On Way Out Door, Nowotny Says ECB Won’t Buy Stocks
“I am of the opinion that central banks should be the decisive institution”.
For War-Weary Markets, China’s Daily Press Briefings Matter More Than ECB Hawks
“Effective communications” – from China’s Foreign Ministry and from the ECB’s Sabine Lautenschlaege.
How Christine Lagarde Will Run The ECB, In Her Own Words
“Policy normalization is premature”.
Case For Aggressive ECB Easing Gets Stronger With Icing-On-The-Cake Inflation Revision
Just another piece of evidence to bolster the case for plunging back down the accommodation rabbit hole.
‘After 700+ Rate Cuts And $10 Trillion In Liquidity’, Quantitative Failure Now Tops The Worry List
This time around, Wonderland will be an even stranger place.
In Europe, No Green Shoots
There’s little here to suggest the malaise is likely to clear.
Here Are The 14 Biggest Problems With Central Banks Being ‘The Only Game In Town’
As we approach a pivotal juncture for the post-crisis monetary policy regime, potential problems are mounting.
‘Living In A Very Strange World’
“Negative credit could soon be the norm”.
ECB Teases Rate Cuts, Tiering And A Restart To QE
Whatever it takes – again. And again.
Matches: Full Week Ahead Preview
There are lots of matches just waiting to be struck.Â
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