Year

FISCAL SPENDING: QUO VADIS EUROPE?

20 September 2019

Yesterday, the Organization for Economic Co-operation and Development cut its outlook for global GDP growth for 2019 from 3.2% to 2.9%, the weakest in a decade.

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IS THE GLOBAL SLOWDOWN NEARING ITS END?

18 September 2019

While equity markets had a boring start last week, there were interesting developments to be noted under the surface.

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THE ECB IS ABOUT DONE

13 September 2019

So Mario Draghi went out with a bang. The ECB has delivered all the expected goodies, even if more had been expected by some regarding QE and regarding the size of the rate cut.

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BOND YIELDS JUMP AND THE ECB OUTCOME

11 September 2019

10y US bond yields fell 50 bps in August. But month-to-date, they are up 30 bps from their lows.

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A US ULTRA-LONG BOND AND FALLING BID-TO-COVER RATIOS

03 September 2019

Only 10 days ago, investors balked at the launch of the 30Y Bund.

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