Tag Archives: ECB

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

Bank of Japan – Some Further Thoughts As we have had more time to digest the announcements from the Bank of Japan (BoJ) last Wednesday, there are a number of things that catch our attention. Firstly, my old university economics … Continue reading

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

1. Japanese Government Bonds – Canaries in the Coalmine? In late January 2016, the Bank of Japan (BoJ) surprisingly cut their deposit rate to -0.10%, despite BoJ Governor Kuroda denying that he had contemplated such an action only a few … Continue reading

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