Tuesday, 07 September, 2021
Summary of ECB Analyst Views • Most analysts expect the ECB to announce a slowdown in PEPP purchase rate, with a decision on the 2022 policy mix delayed until the December meeting. • Inflation forecasts are expected to be revised higher, with medium-term inflation still below target, while there is slightly less agreement among analysts on the direction of forecast revisions for medium term economic growth. Barclays • Given the improvement in economic conditions, the […] Read More
Wednesday, 08 September, 2021
(BFW) BlackRock Says ECB Meeting Paves Way for Additional Easing (Bloomberg) — The weak medium-term inflation outlook implies the central bank will have to step up its asset-purchase program after the PEPP expires in March, according to BlackRock Investment Institute. Also note investors should watch out for the longer-term policy implications of a new governing coalition in Germany, strategists including Wei Li and Elga Bartsch write in a note “A more conservative fiscal stance in […] Read More
Wednesday, 08 September, 2021
(NPW) Bank of England’s Bailey says pace of recovery is leveling off Bank of England Governor Andrew Bailey said Britain’s economic bounce-back from its COVID lockdowns was showing some recent signs of a slowdown and that he was a bit concerned about the problems facing companies trying to fill vacancies. “At the moment, we’re seeing some leveling-off of the recovery,” Bailey told the Treasury Committee in the lower house of parliament. He reiterated his view […] Read More
Thursday, 09 September, 2021
(BI) Bank of Canada Paves Way for Taper End, Quantitative Tightening 1. Bank of Canada Paves Way for Taper End, Quantitative Tightening Central Bank Speaker “Eventually, when we need to reduce the amount of monetary stimulus, you can expect us to begin by raising our policy interest rate. What this all means is it is reasonable to expect that when we reach the reinvestment phase, we will remain there for a period of time, at […] Read More
Friday, 03 September, 2021
From: News Alert (BLOOMBERG/ 731 LEX G) At: 09/03/21 11:30:05 To: Read More
Wednesday, 18 August, 2021
(DJ) Fed Debated Timing, Mechanics of Stimulus Pullback at July Meeting ——————————————————————————-This message may contain confidential or privileged information. If you are notthe intended recipient, please advise us immediately and delete this message.The unauthorised use, disclosure, distribution and/or copying of this e-mail orany information it contains is prohibited.This information is not, and should not be construed as, a recommendation,solicitation or offer to buy or sell any securities or related financialproducts. This information does not constitute investment advice, does notconstitute a personal recommendation and has been prepared without regard tothe individual financial circumstances, needs or objectives of persons whoreceive it. Fed Debated Timing, Mechanics of Stimulus Pullback at July Meeting2021-08-18 18:00:44.425 GMT By Nick Timiraos (Dow Jones) — Federal Reserve officials ramped up deliberations last monthover how and when to start pulling back their extraordinary support for aneconomy growing more rapidly than they expected earlier this year. Minutes of their July 27-28 Fed meeting, released Wednesday, also shed lighton how policy makers judged […] Read More
Wednesday, 18 August, 2021
(BFW) Fed’s Rosengren Would Support Start to Tapering in Fall: FT ——————————————————————————-This message may contain confidential or privileged information. If you are notthe intended recipient, please advise us immediately and delete this message.The unauthorised use, disclosure, distribution and/or copying of this e-mail orany information it contains is prohibited.This information is not, and should not be construed as, a recommendation,solicitation or offer to buy or sell any securities or related financialproducts. This information does not constitute investment advice, does notconstitute a personal recommendation and has been prepared without regard tothe individual financial circumstances, needs or objectives of persons whoreceive it. TWT 08/18 04:05 FT Economics: Top Fed official warns massive bond purchases are ill-suited for US economy t.co/mhWyAt3HazTWT 08/18 04:02 FT Economics: Top Fed official warns massive bond purchases are ill-suited for US economy t.co/mhWyAt3Haz BN 08/18 04:07 *FED'S ROSENGREN WOULD SUPPORT TAPERING START NEXT MONTH: FT BN 08/18 04:05 *ROSENGREN SAYS MASSIVE BOND PURCHASES ILL-SUITED FOR U.S.: FT Fed’s Rosengren Would Support […] Read More
Tuesday, 10 August, 2021
Stolen from Twitter… But thought it was interesting: Archr LLP is Authorised and regulated by the Financial Conduct Authority (FCA reference 617163). Archr LLP is not covered by the Financial Services Compensation Scheme (FSCS). Archr is registered in England and Wales No. OC371018. Registered office 115B Drysdale Street, Hoxton, London, United Kingdom, N1 6ND This message may contain confidential or privileged information. If you are not the intended recipient, please advise us […] Read More
Wednesday, 28 July, 2021
(DJ) Fed Says Economy Has Made Progress Toward Its Goals, Teeing Up Bond Taper ——————————————————————————-This message may contain confidential or privileged information. If you are notthe intended recipient, please advise us immediately and delete this message.The unauthorised use, disclosure, distribution and/or copying of this e-mail orany information it contains is prohibited.This information is not, and should not be construed as, a recommendation,solicitation or offer to buy or sell any securities or related financialproducts. This information does not constitute investment advice, does notconstitute a personal recommendation and has been prepared without regard tothe individual financial circumstances, needs or objectives of persons whoreceive it. Fed Says Economy Has Made Progress Toward Its Goals, Teeing Up Bond Taper2021-07-28 18:00:33.407 GMT By Nick Timiraos (Dow Jones) — WASHINGTON — The Federal Reserve indicated that the economyhas made progress toward the central bank's employment and inflation goals,and officials offered a hint they could begin to reduce their asset purchaseslater this year. The Fed since the end of […] Read More
Tuesday, 27 July, 2021
U.S. Returning to Tighter Mask Guidelines (11:20 a.m. NY) U.S. health officials will return to tighter guidelines for the use of masks, advising that fully vaccinated individuals wear them in public indoor settings in places where the virus is spreading rapidly as part of a response to the spread of the delta variant. The Centers for Disease Control and Prevention will recommend that teachers, staff, students and visitors to K-12 schools wear masks indoors regardless […] Read More
