Showing posts with label ECB QE. Show all posts
Showing posts with label ECB QE. Show all posts
Tuesday, May 19, 2020

19/5/20: German Hawks vs ECB Doves?

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My article for The Currency  on the German Constitutional Court ruling regarding ECB's PSPP program:  https://www.thecurrency.news/art...
Sunday, September 29, 2019

29/9/19: Divided ECB

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Divided they stand... Source:  https://www.bloomberg.com/news/articles/2019-09-29/lagarde-inherits-ecb-tinged-by-bitterness-of-draghi-...
Wednesday, June 12, 2019

12/6/19: All's Well in the Euro Paradise

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All is well in the Euro [economy] Paradise... Via @FT, Germany's latest 10 year bunds auction got off a great start as "the ...
Sunday, September 9, 2018

9/9/18: The end of the clam before the storm

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My article on the shifting landscape for monetary policies: U.S. and Euro area for Sunday Business Post   https://www.businesspost.ie/busi...
Monday, July 30, 2018

30/7/18: Burden Sharing, Reforms and Greece

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Much has been said in recent years about European reforms, recovery, burden-sharing and Greece. Most of it draws links of causality along ...
Friday, September 29, 2017

29/9/17: Eurocoin: Eurozone growth is still on the upside trend

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The latest data from Eurocoin - an early growth indicator published by Banca d’Italia and CEPR - shows robust continued growth dynamics ...
Tuesday, April 11, 2017

11/4/17: Euro Area Growth Conditions Remain Robust in 1Q 17

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Eurocoin, Banca d'Italia and CEPR's leading indicator of economic growth in the euro area has slipped in March to 0.72 from 0.75 i...
Saturday, February 25, 2017

25/2/17: Eurocoin February 2017: Another Acceleration in Growth

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A quick update on Eurocoin, the lead indicator for economic growth in the Euro area. In February, Eurocoin rose from 0.68 in January to 0....
Monday, May 30, 2016

30/5/16: ECB's TLTROs, via Expresso

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Portugal's Expresso on ECB's TLTROs programme, with quotes from myself (amongst others):
Saturday, March 19, 2016

19/3/16: QE Corpses in One chart

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A neat chart from @JPMorgan summarising the dynamics and relative levels of global QE efforts by the activist central banks: Yes, Sw...
Monday, March 14, 2016

14/3/16: T-Rex v Paper Clip: Of Draghi and His Whatevers...

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Remember recent ECB commitment to start buying more non-sovereign, non-financial corporates' paper? It was the part of the blanket bom...
Wednesday, February 10, 2016

9/2/16: Currency Devaluation and Small Countries: Some Warning Shots for Ireland

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In recent years, and especially since the start of the ECB QE programmes, euro depreciation vis-a-vis other key currencies, namely the USD...
Thursday, December 3, 2015

3/12/15: Of Debt, Central Banks and History Repeats

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Couple of facts via Goldman Sachs' recent research note: Since the start of 2008, U.S. corporate debt has doubled and the interest ...

3/12/15: Ifo's Sinn on Draghi's Monetary Acrobatics

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Ifo hans Werner Sinn on ECB decision: Predictable, and entertaining as ever... My view is expressed here  and a more in-depth view of ...
Friday, August 28, 2015

28/8/15: Inflation Expectations: Euro and U.S.

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Having earlier posted a chart on Central Banks balancesheets expansion (see here ), here is an interesting chart plotting inflation expect...
Monday, August 17, 2015

17/8/15: Euro: The Land Where Growth Goes to Die

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So we have had a massive QE - even prior the current one - by the ECB. And we are having a massive QE again, courtesy again, of the ECB. A...
Thursday, April 16, 2015

16/4/15: QE and Negative Rates: It's So Good, It Hurts...

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Here is an unedited version of my article for Manning Financial on the upcoming pain in the global markets from the Central Banks activism...
Tuesday, March 31, 2015

31/3/15: QE for the People

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ECB's QE programme  launched this month is targeting wrong policy and likely to fuel an already massive bubble in stocks and bonds. ...
Monday, January 26, 2015

26/1/15: If not Liquidity, then Debt: ECB's QE competitive limping

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I have written before, in the context of QE announcement by the ECB last week (see here: http://trueeconomics.blogspot.ie/2015/01/2312015-...
Thursday, November 13, 2014

13/11/2014: ECB Boldly Going Where It Doesn't Want to Go

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ECB is falling way behind its own target for liquidity injections into the economy. Frankfurt has managed to shrink, not expand, its balan...