Fed doves no longer rule the roost
The Federal Reserve left monetary policy unchanged, but there is a subtle yet significant change in the language that hints we are on the path toward a…
Are the rate setters changing their tune?
With most rate-setters around the world, including in the Asia Pacific region, taking some cue from the US Fed, it's worth wondering why…
Rock, scissors, taper
In trying to avoid talking about a taper, the Fed may be increasing the chances of a taper tantrum compared to what would happen if they were more open
As the key EUR driver, we continue to focus on the ECB's two-step exit strategy from its current ultra-loose unorthodox policy stance, translating…
The Economic Sentiment Indicator ends 2017 on a high note but the inflation picture still remains muted
The Eurozone: Wasting the good times?
EUR: Draghi’s magic still works
Bank lending survey strengthens ECB's 'lower for longer' plan
L'inflazione italiana aumenta ancora a maggio a causa delle crescenti…
Segnali contrastanti dai dati italiani sulla fiducia di maggio
BCE: tassi su, e poi? La nostra previsione
Eurozone PMI drops ahead of ECB meeting
The ECB's scenario analysis dashboard
ECB preview: Lower for longer 2.0
Eurozone industry joins the recovery bandwagon
Four scenarios for markets at July's ECB meeting
Draghi's challenge will be to keep markets tuned into tapering, without causing a 'taper tantrum'
What to expect from June's ECB meeting
This ECB meeting could mark the start of taper tiptoeing, although a lack of inflationary pressures means the ECB will not be in any rush to unwind QE
