10 April 2019
AFS Morning Comment April 10 2019
While we previewed today’s ECB meeting on Monday (summary: it won’t be exciting, to say the least), we have a few more things to say about what Draghi & Co are up to. As mentioned…
AFS Morning Comments & Calendars
AFS Morning Comment April 8 2019
The key risk event in the Eurozone this week is without a doubt the ECB meeting. However, do not expect the ECB to reveal the full operational details of the new TLTROs just yet. Furthermore,…
AFS Calendar April 6 – April 12 2019
Key events in the week of April 6 – April 12 2019 Monday April 8 • ECB’s Villeroy speaks • IMF/World Bank Annual Spring Meetings in Washington Tuesday April 9 • ECB Quarterly Bank Lending…
AFS Morning Comment April 5 2019
The peak is nigh. The peak in the US labor market that is according to the bond market. In yesterday’s Comment we explained the meaning of the shape of the yield curve (not the meaning…
AFS Morning Comment April 4 2019
The over-arching theme in markets? Dude, that risk asset rally has some legs. And bonds have been coming further off their recent highs. The driver is punters betting on the global economy going to enjoy…