European Central Bank
Bill Gross: Market Addiction to QE Will Return to Haunt
The bond guru says ECB and BOJ have kept the U.S. from recession.
February 6, 2017
Europe’s Negative Rates: An Opportunity for Banks and Investors?
As the European banking industry struggles with negative deposit rates, banks and their clients are finding ways to profit from the crisis.
October 21, 2016
Daily Agenda: ECB Restraint May Signal Global Tightening
Markets flag after Draghi downplays further easing; Chinese inflation remains tame; Wells Fargo fined over fictitious accounts; China’s new railway boom.
September 9, 2016
The Bond Market Is Broken; Long Live Fiscal Policy
As central bankers gather for the Fed’s Jackson Hole symposium, they’re getting tired of being the only game in town.
August 24, 2016
Daily Agenda: European Equities Stage Modest Rally
IEA predicts that oil glut will wane; Alibaba beats estimates while reporting greater diversification of business units.
August 11, 2016
Daily Agenda: Brexit and Yellen Share the Spotlight
U.K. polls tighten and Yellen testifies; AXA offers cost-cutting strategy; PBOC to allow access to offshore yuan; Two Sigma’s Saret and Manzo on Brexit sentiment.
June 21, 2016
What the Dollar Means for the Global Economy
The second half of 2016 is looking bumpy amid possible Fed hikes and trepidation about what’s been supporting the market to date.
June 8, 2016
Daily Agenda: Euro Inflation Remains Muted Ahead of ECB Meeting
Unemployment and prices fall in Germany; Audi drives Volkswagen quarterly profit; another Chinese flash crash; Jazz proposes Celator buy.
May 31, 2016
Daily Agenda: European Growth Remains Soft
Skepticism continues over ECB easing; Petrobras reports another loss; no shift in OPEC estimates; Honda takes a hit on airbag recall.
May 13, 2016
How Institutional Investors Can Get the Most Out of Credit
The risk premium on European high-yield bonds presents an attractive option, as does the lower end of the investment-grade spectrum.
May 4, 2016