IN the short term the Fed and the ECB will cut policy rates by 25 bp - no jumbo cuts, Over the easing cycle the ECB will have to cut policy rates more and for longer than the Fed. The EU is entering a period of secular economic decay. The Draghi report speaks not just to the US... Read More
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09 Sep 24
The Draghi Report- Upon Deaf Ears
The Draghi Report - All the right ideas. But unlikely to be implemented. The reasons: populism and the fear of it. Or in the case of Germany, incompetent governance. No market impact Read More
03 Sep 24
The Significance of the Inconsequential
#World#Trade#Geo-economics#Quantum Economics#Politics#Trump#Kamala Harris#Geopolitics#Draghi#EU Commission#EU Parliament#Populism#Tueringen#Saxony
There are three political things that don’t matter to markets now but will. Read More
06 Nov 14
Europe - Draghi Reasserts Control
#Yen#Draghi#ECB#Strategy Archive#Dollar#Eurozone#Europe#USD#Press Conference#Governing Council#Unconventional Instruments
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
05 Sep 14
Draghi Seizes The Initiative
#Finance#Draghi#Strategy Archive#Government Debt#Quantitative Easing (QE)#Credit Growth#Exchange Rate#European Central Bank (ECB)#Policy Interest Rates#Zero Bound#Equity Prices#Euro/USD
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
27 Jul 12
Draghi - Take The Man At His Word Update
#Finance#Yen#Draghi#Strategy Archive#Bond Markets#Quantitative Easing (QE)#Sovereign Debt#Financial Fragmentation#European Central Bank (ECB)#Interbank Market#Macroeconomic Measures#Government Bonds
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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