Tag Archives: ECB

3 Things that Could Make European QE More Likely

1. Economic data and Political Instability: Recent economic data continues to disappoint. Meanwhile, the political situation in Russia could create adverse headwinds for surrounding economies, notably Germany. The ECB should surely be concerned by these developments.

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European Equities: How to align your stars in 2015

2014 has not been the year we expected for European Equities. Despite delivering positive returns, the asset class has been shrouded by on-going macro concerns and news flow. Could the stars be aligning for 2015? With greater ECB commitment, a … Continue reading

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The U.S. Economy – A December to Remember

On average, December has been good for the U.S. stock market, and this year should be no exception. The U.S. economy remains strong, despite weakness outside the U.S. (more on that below). Solid manufacturing data and an improving labor market … Continue reading

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ECB Meeting: Quantitative Easing is coming, but will it benefit bonds?

Today, at their monthly interest rate meeting, the ECB announced no significant changes to their monetary policy settings. Market expectations had recently shifted from expecting an immediate start to sovereign Quantitative Easing (QE), to looking for a signal that sovereign … Continue reading

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Stay Calm and Carry On: Results of the ECB’s Bank Reviews and Stress Tests

On Sunday October 26th 2014, the ECB released the results of the Comprehensive Assessment (CA) – which encompassed the Asset Quality Review (AQR – which covered all large banks in the Eurozone) as well as Stress Tests that also included … Continue reading

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