Tag Archives: Europe

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

ECB Meeting – Some Further Thoughts Having had an extra couple of days to digest the European Central Bank’s (ECB) announcement and subsequent press conference, we think that ECB President Draghi will have enjoyed a glass of Chianti this weekend, … Continue reading

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

Forthcoming ECB Meeting – What Might Happen? The ECB approach their meeting this week in a good position. Recent data has shown that, so far, the impact of Brexit on European economic activity has been minimal, with August Purchasing Manager … Continue reading

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Eurozone: What’s the Story After Brexit?

The Brexit result opens a new period of uncertainty for the future of Europe. The hit on consumer confidence and economic growth is expected to weigh on the profitability of European companies, where sectors are expected to be impacted by … Continue reading

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