ECB
Southern European Stocks Looking Juicy Driven by Gov’t Bond Buying
That a mass roll-out of vaccines is now on the horizon, on a six-month view, remains a reason to stay…
Europe is the Cyclical Catch Up Trade & Gold is the Hedge
Powell Leaves Wiggle Room for Negative Rates CPI inflation in the US has not yet turned negative on a year-on-year…
The More Main Street Opens Up, The More Stock Markets Will Like It
Wall Street-correlated world stock markets remain remarkably well bid given the appalling macroeconomic data being announced. There remain two main…
The Impact of Weakening Business Confidence on the U.S. Economy
I'm still hopeful, as are financial markets, that some sort of trade deal can be agreed between the U.S. and…
Labour Reform Helping France’s Economy to Finally Bounce Back
An interesting article appeared in the London-based Financial Times last month (“French central bank chief says ECB should not be…
Eurozone Fiscal Integration – The Escape Valve for European Banks
There have been interesting developments of late in the Eurozone. These have raised expectations of even more dovish monetary policy…
Italian Politics: The Calm Before the Next Storm
Europe remains a potential source of angst for financial markets in the form of another existential crisis for the Eurozone.…