Lnd voor EMIR

26 April 2019

AFS Morning Comment April 26 2019

In the week that was risk assets have been a bit wobbly, while bonds have recouped some their late March/early April loses on generally weaker than expected global data that suggest no rebound in global…

Read article


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…

Read article


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,…

Read article


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…

Read article


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…

Read article

Digital figures over high way

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…

Read article