Consider this underwhelming.
Category: europe
EU Officially Comes For Italy
“We’re not concerned.”
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.Â
Italy On Brink Of Rule-By-Matteo, As Salvini Threatens To Pull Plug On Government
Nobody should be surprised by this.
Nowhere Fast: Trump Bogged Down As US Wades Into Multi-Front Trade War
Here we are – walking into meetings with America’s closest allies and proudly pointing at bulging binders.
He Called His Enemies By Name: Matteo Salvini And Europe At The Crossroads
It was raining in Milan on Saturday when Marine Le Pen addressed the crowd.
‘Stay Out Of Italy’: Market Sours On Italian Assets As Salvini’s Budget Broadside Adds Insult To Injury
“…outdated, old and imposed without any sense.”
‘A Rising Dollar Is The Canary’
“Investors should keep a close eye on this.”
Goldman Doubles Odds Of Auto Tariffs, Calls Trump’s Trade Tantrum ‘Significant Shift’
“This development has incrementally negative implications for the outlook.”
Latest European ‘Green Shoot’ Gets The ‘Meh’ Treatment
Still, Europe will take anything it can get.
Sun Peaks Through Clouds In Europe
This ain’t nothin’ – so to speak.
Not ‘Cutting’ It: Full Week Ahead Preview
Powell back on the hot seat.
‘We’re All Sick And Tired’ Of The Coalition: Italy’s Date With Strongman Rule Draws Closer
“Today as well the League threatens to make the government fall”.
One Day, Things Will Turn Around For Germany – That Day Isn’t Today
There may be a light at the end of this tunnel, but it’s still a long way off.
‘Global Recession’ Now Highest Conviction Worry Since ‘Populism’ Ca. 2017
…among European credit investors, that is.
Blocked Exits.
Delayed. Indefinitely.
‘Tariff Man’ Strikes Again – World Incredulous
“Totally unjustified” and “greatly exaggerated.”
Here’s What Barclays’ Latest Global Macro Survey Reveals About The Mood Of 500 Pros
“[There are] two key signals from this quarter’s survey”…
‘NIRP Mania’ And A Record Streak Of Negative Data Surprises
More bond markets “gone mad”.
Is It Really ‘2016 All Over Again’?
“If only…”
Borderline: Full Week Ahead Preview
Bonds, borders and balderdash.
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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