This is what confusion looks like.
Category: ECB
Albert Edwards: Trump ‘Will Take The Global Currency War To A Whole New Level’
“Expect the dollar to fall bigly”.
ECB Minutes Show Readiness To Cut Rates, Restart QE, Because Whatever (It Takes)
It’s time to use “all of the instruments” again.
The ‘Ammo’ Problem Is Back – And It’s Worse Than Ever
The same worry, but now it’s more acute.
Gloomy EU Projections Give ECB Another Justification For Rate Cuts, Easing
“Risks to the global economic outlook remain highly interconnected and are mainly negative.”
Hot Seat: Full Week Ahead Preview
Don’t call it a “return”.
The ECB Will Soon Be Run By A Politician. Here’s What Christine Lagarde Has Said About Monetary Policy
“Whatever it takes” forever.
And So, Christine Lagarde Will Try To Fill The Big Shoes
Wish her luck, she has big shoes to fill.
As Trade Euphoria Fades, Markets Return To Parsing Central Bank Guidance
Tasseography Tuesday!
From Washington To Sintra To Tokyo, Central Banks On The Hot Seat: Full Week Ahead Preview
To the rescue or out of ideas and ammo?
Draghi Leaves The Bazooka In The Box
Consider this underwhelming.
Rate Cut Mania Leaves Central Banks Struggling To ‘Out-Dove’ Market Demands
Jerome Powell isn’t the only central banker who’s under pressure to “out-dove” a “doved-up” market.ÂÂ
You Could Scarcely Conjure A More Dramatic Setup: Full Week Ahead Preview
If you’re not excited, well, get excited.
One Bank Marvels At ‘Eye-Watering’ Grab For Yield As New Issue Demand Hits Record
“Whatever it takes”, I suppose.
Sun Peaks Through Clouds In Europe
This ain’t nothin’ – so to speak.
One Bank Marvels At ‘The Strongest Reach-For-Yield Tailwind Since The GFC’
“Who would imagine that 2019 Q1 would have been the strongest quarter since the global financial crisis.”
Blocked Exits.
Delayed. Indefinitely.
What Breaks First? Full Week Ahead Preview
At this juncture, it’s probably just a matter of what “breaks” first in the “everything rally”.
Borderline: Full Week Ahead Preview
Bonds, borders and balderdash.
‘Expect The Unexpected’: One Bank Ponders Peak Plutonomy, Peak Polarization, MMT And 70% Taxes
“Bulgakov’s cat, Behemoth, played chess and took trams.”
Back To The New Status Quo.
… back in limbo, chasing the elusive target that we really don’t want to catch.
‘The Window Has Closed’: One Bank Throws In The Towel On Things Getting Back To ‘Normal’
… it effectively sounded the death knell on normalization.
‘The Paper Cuts Are Many’.
Of ‘LOLz’, ‘gong shows’ and end-of-cycle dynamics.
On The ECB’s Wholly Unsurprising ‘Surprise’
Ok, let’s run through this, because parsing it is obligatory.
ECB Comes Out Swinging, Shifts Forward Guidance On Rates, Announces New TLTRO
Is this dovish enough for you?
No Country For Old Hawks.
Cementing the global dovish pivot.
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