Tag Archives: ECB

Champagne for Risk Assets

First round French presidential elections results: Key takeaways It was an absolutely unprecedented first round, with four contenders quite close in the polls and just one of them (not ranked among the strongest) belonging to a traditional party. This unpredictability … Continue reading

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3 Things the European Investment Grade Fixed Income Team Talked About Last Week

Brexit – “Since EU Been Gone” Song titles are popular amongst financial commentators to describe events in markets, and last week was no different. In our attempts to describe the triggering of Article 50 by the UK, we came up … Continue reading

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European Fixed Income Outlook for 2017

Do you think we are at a turning point or regime shift for fixed income in 2017? Yes, we think so. We think that fiscal policy will play a much more important role going forward. We think that Central Banks … Continue reading

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3 Things the European Investment Grade Fixed Income Team Talked About Last Week

1. Inflation – Some Like It Hot Central bankers in two of the world’s major economies have recently been discussing their thoughts on the appropriate level of inflation, and what their reactions might be to any breaching of their inflation … Continue reading

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3 Things the European Investment Grade Fixed Income Team Talked About Last Week

1. Spain – Politics to the Fore Again Spain has been without a government since national elections in December 2015. No party has managed to secure a majority in those elections, leading to the most fragmented parliament since 1977. A … Continue reading

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