It’ll be more interesting than people were anticipating in light of last Friday’s comments from Draghi and recent lackluster econ.
Category: ECB
Around The World In 1,200 Words: Full Week Ahead Preview
As usual, lots on the docket.
Digesting Friday’s Draghi, ECB Headlines
A poor choice of words (?) and another leak.
Here Are The 3 Reasons Why Mario Draghi Should Worry
…if you wait too long and the cycle turns on you while you’re still sitting in NIRP with a bloated balance sheet, well then where do you go from there?
We’ll See What Happens.
Waiting game.
Thoughts On The ECB Minutes And A Bearish Euro Call For EURUSD Bulls
Here’s some shit you probably won’t read. But I wasted time on it anyway, because why not?
The ECB Is Super Proud Of Themselves In Annual Report – There’s Just One Problem…
“…data surprises are now the most negative since the peripheral crisis.”
War And (No) Peace: Full Week Ahead Preview
Say your prayers.
From Inflation To ‘Quantitative Failure’: What Are Credit Investors Most Concerned About?
“Slim margin”of error for Goldilocks.
One Bank Presents: ‘The Irony Of Binging On Debt’ In A QE World
Imagine a world without QE…
Trader Asks: ‘Which Would You Rather Own’?
“Draghi’s monetary subsidy of cheap funding for corporations should not be leaking into this number. Yet it obviously is…”
Tariffs And Tightening: Here’s What $350 Billion Worth Of AUM Is Thinking
For what it’s worth.
Going Forward, There Is No Debate: ‘The Balance Sheet Effect Is One Of Tightening’
But hey, this should be fine, right?
Goldilocks Goes To War
After all, she’s got a habit of hanging out with and implicitly taunting bears…
Steel Yourself.
Headlines aplenty and a man on fire.
Draghi Talks Up Goldilocks, Trims 2019 Inflation Forecast, Ups Near-Term Growth Outlook
Again, those highlighted bits are a clear effort to massage the message – they’re trying to preserve the Goldilocks narrative by telegraphing a still-subdued outlook for inflation while underscoring the near-term upbeat growth picture.
Euro, Bund Yields Jump As ECB Changes Language On QE
This is obviously bond bearish and probably bearish for risk assets as well depending on how Draghi manages the message.
ECB Removes Dovish Slant On QE From Statement
Aaaand it’s gone.
Rise And Fall Of The ‘Zombies’
What happens to the zombies (so to speak)?
Not For The Faint-Hearted: Full Week Ahead Preview
This is not going to be for the faint of heart.
High Note.
And so the holiday-shortened week comes to a close and it delivered everything that could have been reasonably expected of it.
Fly Me To The Moon.
I was told Icarus would be unleashed.
ECB Minutes Show Bank Concerned About ‘Premature’ Emancipation (Of Markets)
Happens to a lot of guys.
Are Central Banks Trying To ‘Purposely’ Engineer Volatility? These Investors Think So
The bottom line: for credit investors, the risk of central banks becoming more hawkish is now a two-headed beast.
Trader: Here’s Why I Would Fade Ray Dalio’s Massive Short
“We will probably never know, but I think it’s an interesting exercise to speculate on the reasons for the massive bet.”
‘Is This The End Of The Central Bank Put’?
It may be time to question your religion.
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