mario draghi – Heisenberg Report

by therealheisenberg October 25, 2018 0

ECB Keeps Policy Unchanged, But All Eyes Are On Draghi Amid Italy Jitters, Global Selloff

Now we’ll wait on the press conference.

by therealheisenberg October 21, 2018 2

canada dollar ECB euro europe gdp mario draghi Markets norway sweden

Drivers Wanted: Full Week Ahead Preview

Pick a catalyst, any catalyst.

by therealheisenberg September 13, 2018 1

ECB euro europe mario draghi Markets

ECB Sticks With ‘At Least Through Summer 2019’ Rates Guidance

It’s all fun and games unless Italy blows up the budget.

by therealheisenberg August 29, 2018 2

ECB europe Giuseppe Conte italy Luigi Di Maio mario draghi Markets Matteo Salvini

R.I.P. Irony: Italy Will Ask ECB To Create New QE Program In Anticipation Of E.U. Budget Fight

“If the ECB covers you, markets can’t speculate because they don’t make money.”

by therealheisenberg August 6, 2018 0

ECB europe italy mario draghi Markets

‘Liquidity Vanishes’ Is The New ‘Too Much Liquidity’

“It’s not trade wars or an equity market correction that look to be keeping credit investors up at night”…

by therealheisenberg July 26, 2018 0

central banks ECB euro europe mario draghi Markets

ECB Leaves It All Unchanged As Market Looks For Clues On What The Word ‘Summer’ Means

“It depends on what the meaning of the word ‘ is’ is.

by therealheisenberg July 22, 2018 5

China emerging markets euro fed FX mario draghi Markets steve mnuchin yuan

Elephant In The Room: Full Week Ahead Preview

Just try to ignore it.

by therealheisenberg July 12, 2018 0

ECB euro europe mario draghi

The ECB Needs You To Know They Are A Flexible Body Capable Of Servicing Your Needs In Creative Ways

“…communication had to strike a careful balance between anticipating a termination of net asset purchases by the end of December 2018 and highlighting the continued commitment to providing sufficient monetary stimulus for as long as necessary.”

by therealheisenberg July 6, 2018 1

ECB euro europe mario draghi

2021: A NIRP Odyssey (Or, ‘Panic’)

To infinity and beyond.

by therealheisenberg July 1, 2018 2

credit ECB euro high yield investment grade mario draghi Markets

Beware Fallen Angels: One Bank Ponders The Fate Of The European Junk Market

“… it fills us with a lot of fear [and] not just because many central banks would be relatively constrained in their ability to cut rates after their big post-GFC easing.”

by therealheisenberg June 29, 2018 1

ECB euro mario draghi

Operation Twist – With European Characteristics

If you’re in EGB steepeners, this probably isn’t great news.

by therealheisenberg June 21, 2018 0

euro europe mario draghi

‘It Doesn’t Take A Genius To See What’s Coming’: Amid Daimler News, Albert Edwards Warns On Auto Tariffs

“Trump has previously expressed his disdain at German luxury brands, particularly Mercedes, and its prominence on New York’s Fifth Avenue. Autocar has reported that Trump has said he would tax Mercedes models off Fifth Avenue!”