Week End Blog – ECB policy, global trade, and rich valuations
This week was dominated by the ECB meeting on Thursday. While the ECB, again, refrained from changing its monetary policy, Draghi did seem to hint at some action in June, […]
Tag Archives: ECB
Week End Blog – Deflation?, China and Jobs
Just 0.5%. That is the latest inflation level in the Eurozone. But, as temporary factors are believed to have pushed down the inflation rate, the ECB has not taken any […]
WEEK END BLOG – China, Gold and Bitcoin
Although we can be certain that Chinese economic growth will be between 7% and 7.5% this year, the way we get there is very uncertain. Recent macro data have been […]
QE by the ECB, a turning point for the euro
A major shift in monetary policy could be on the horizon. Yesterday, Bundesbank President Weidmann stated that “a QE program is not out of the question”. Of course that quote […]
What Is Driving The Euro?
A couple of months ago I wrote about the two contradicting factors at work that prevented the USD/EUR from finding direction. This has changed of late. While from a longer […]
