DB | Information control | Cognitive bias
Nothing to see here according to the German media, as shares in the nation’s largest lend plunge.
Deutsche Bank | The next limping gazelle
It took 5 days for the market to identify the next limping gazelle.
Autonomous | US/European banks & higher interest rates
Autonomous research on SVB route and implications for European banks.
ECB – the fine line between stimulus and exuberance
Economic conditions and prospects in the euro area have improved. Markets are exuberant, and the ECB expects the pickup in inflation to prove temporary. Soon however the ECB will have to consider when to start ‘leaning against the wind’. Macro-series-ECB-the-fine-line-between-… Become a member to read the rest of this article Username or E-mail Password […]
EUROZONE: Merkron’s main risk is the interregnum (Italian politics in H2)
The Franco-German proposal for a budget-based recovery instrument is a promising first step, but significant political challenges still loom in H2/2020.A unique constellation of factors has motivated Berlin to move, but among the many open questions are reform commitments and re… Become a member to read the rest of this article
Draghi’s ECB legacy – stable Euro, weak inflation
European Central Bank President Mario Draghi will step down at the end of his eight-year term on 31 October. Christine Lagarde, the head of the IMF – which has implicitly called for looser global monetary policy – will take over pending European Parliamentary approval. The ECB’… Become a member to read the rest of […]