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29 October 2020

AFS Morning Comment October 29 2020

Before we discuss our own views on today’s ECB meet (again), here’s what consensus expects for the ECB to do next. According to a Bloomberg survey of sell-side economists the next round of pandemic bond…

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23 October 2020

AFS Morning Comment October 20 2020

In today’s Comment we will investigate whether or not the ECB will cut the deposit rate and if the central bank willalsotake mitigating measures to ease the pain for the banking system. Reasons for the…

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Beursplein 5 voor offices (1)

15 October 2020

AFS Morning Comment October 15 2020

While the Coronavirus situation in Europe is going from bad to worse, we’re certainly not seeing run for the hills-like moves in markets. Governments banning all the fun stuff with rules and social distancing isn’t…

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12 October 2020

AFS Morning Comment October 12 2020

The raging pandemic isn’t holding back the equity market rally – at least not US equities that is. S&P 500 futures are extending last week’s gains. That means we’re having another go at taking out…

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Lnd voor EMIR

8 October 2020

AFS Morning Comment October 8 2020

Meanwhile in markets, the US Vice Presidential debate didn’t change anybody’s opinion on the election one way or the other. So, we the recent upswing in US Treasury yields remains intact. Now, out of poverty…

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