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-0.230 (-1.17%)
At Close: Jun 03, 2026
The ECB's Unfinished Business To Weigh On Markets
10:12pm, Tuesday, 13'th Dec 2022
The European Central Bank's job is not yet finished. Far from it. Our view is that the ECB will phase out reinvestments of its Asset Purchase Programme portfolio throughout 2023 by gradually removing
ECB Monetary Transmission: One Size Currently Fits All
08:15pm, Tuesday, 13'th Dec 2022
Slow out the gates, but the ECB is now hiking at a record pace. Are higher rates already having an impact?
ECB Promises More Rate Hikes, But The Language Softens
09:30am, Friday, 28'th Oct 2022
Quantitative tightening will come into sharper relief towards the end of the year. On the dovish side, the ECB noted that substantial progress in withdrawing monetary policy accommodation has now been
Quality European Stocks Boosted by Better-Than-Feared Q3 Earnings
02:54pm, Tuesday, 25'th Oct 2022
Quality European stocks are demonstrating more strength than expected as companies report third quarter earnings. The ALPS O'Shares Europe Quality Dividend ETF (OEUR) gained 3.94% last week, boosted b
The Eurozone Flirts With Double-Digit Inflation
01:27pm, Wednesday, 19'th Oct 2022
The final estimate of eurozone inflation has been adjusted down from 10% to 9.9%. When looking at the details, there's little to be optimistic about.
Is Quantitative Tightening Really Coming To The Eurozone?
10:24pm, Friday, 07'th Oct 2022
The minutes of the ECB's September meeting delivered a couple of interesting insights. Though quantitative tightening currently looks unlikely, it will come eventually.
Energy Shock Spurs Europe's Recession
10:45am, Monday, 12'th Sep 2022
We think the energy crisis will spur a recession in Europe. The ECB is trying to fight inflation without recognizing the costs.
FDD: Overweight In Financials And Lagging Its Peers
08:00am, Saturday, 10'th Sep 2022
FDD invests in European high-yield stocks. It is overweight in financials.
Eurozone Manufacturing Downturn Set To Gather Pace As Inventories Accumulate At Record Pace
04:22pm, Friday, 02'nd Sep 2022
The S&P Global Eurozone Manufacturing PMI fell to 49.6 in August, down from 49.8 and further beneath the 50.0 mark that separates growth from contraction. Weak demand and efforts to reduce high invent
Labor Costs Put Upward Pressure On Eurozone Inflation
04:01pm, Friday, 29'th Jul 2022
High inflation and low unemployment will push up wage growth in 2022 and 2023. At the same time, labour productivity growth is expected to come down significantly.
Credit Cocktail Starting To Look More Attractive Based On Value And Lower Rates
10:20am, Friday, 22'nd Jul 2022
The credit cocktail has changed after the European Central Bank announced a 50bp rate hike. Thus, we conclude credit is now looking more attractive due to lower rates and the value priced in.
ECB May Limit Hikes As Recession Nears
02:20pm, Monday, 18'th Jul 2022
Europe is facing the risk of an energy shock-driven recession and periphery stress. That's why we think the ECB will stop hiking earlier than the Fed.
Rates Spark: It's The ECB That's Behind The Pace, Not The Fed
08:35am, Thursday, 14'th Jul 2022
The market now has more than a 50% probability attached to a 100bp hike from the Fed in July. We think this is overdone, and we think the bond market agrees with us.
The ECB And Mounting Eurozone Debt
11:21pm, Monday, 11'th Jul 2022
European debt ratios have barely budged since 2012. Some Eurozone countries, including Ireland, the Netherlands, Portugal, and Spain have spent the past decade deleveraging and their debt ratios have
Fears Of Another Eurozone Crisis Are Overblown
09:50am, Friday, 08'th Jul 2022
The reason for the new concern over another euro crisis is clear: the ECB's announcement of normalising monetary policy; i.e., the end of negative interest rates, a potential further series of policy
