Nick Kounis is responsible for macro & financial markets research at ABN AMRO. He focuses on global economic issues and has been mostly busy analysing Europe’s sovereign debt crisis over recent years. He frequently gives presentations for participants in the financial markets as well as in industry an appears regularly in the media. Nick was previously Chief European Economist at Fortis. Before coming a bank economist, he worked at HM Treasury in London (the UK ministry of finance), advising ministers on the international economy, including sovereign debt problems and IMF programmes. He also advised on macroeconomic policy and the fiscal framework. Nick holds degrees in economics and finance, most recently from Durham University in the UK.
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publication, Global Daily - The ECB’s unconstructive ambiguity
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publication, Global Daily - An ECB rate cut has become more likely
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publication, Global Daily - The eurozone inflation jump…how far and how long?
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publication, Global Daily - ECB purchases raise questions
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publication, Vaccines, lockdowns, the third wave… what does it all mean for the outlook?
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publication, Global Daily - Introducing Dynamic Yield Curve Control
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publication, Global Daily - ECB ready to take on the bond market
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news, ECB Watch - Drawing a line in the sand
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publication, Global Daily - PEPP numbers add to ECB confusion
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publication, Global Daily - Is the ECB serious about curbing bond yields?
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publication, Global Daily - Eurozone inflation in 2021…it’s complicated
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publication, Global Daily - Lagarde’s verbal intervention
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publication, Global Daily - The ECB and financial conditions
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publication, Global daily - Bundesbank starts talking about rate hikes (yes seriously)
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publication, Global Daily - Fiscal policy in the US and Europe… recovery, reflation or overheating?
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publication, Global Daily - Can Draghi revitalise Italy’s economic prospects?
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publication, Global Daily - Deconstructing the surge in eurozone inflation
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publication, Global Daily - Is the ECB serious about cutting rates?
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publication, Global Daily - The ECB’s Financial Conditions Control Framework
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publication, Global Daily - US rates & dollar changes + ECB preview
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publication, Global Daily - Do virus developments challenge our base case?
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publication, Global Daily - The ECB and yield curve control
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publication, Global Daily - QE as far as the eye can see
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publication, Global Daily - Pfizer vaccine on the brink of emergency use authorisation
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publication, Global Daily - The ECB’s December package
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publication, Global Daily - Inflation to recover next year but depressed over the medium term
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publication, Global Daily - Could the European Recovery Fund be derailed?
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publication, Global Daily - New US GDP and Rates forecasts
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publication, Global Daily - Vaccine news strengthens conviction in 2021 recovery
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publication, Global Daily - Lagarde clarifies ECB’s role is to facilitate fiscal policy
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publication, Global Daily - Eurozone GDP revision + US election update
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publication, Global Daily - Blue Wave off the table
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publication, Global Daily - Global manufacturing vulnerable to demand slowdown
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publication, Global Daily - ECB package in December with accelerating purchases before then
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publication, Global Daily - ECB to signal December stimulus
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publication, Global Daily - Will the ECB move in October or December?
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publication, Global Daily - How far has the re-opening of economies been reversed?
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publication, Global Daily - The ECB’s inflation worry
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publication, Global Daily - Is the ECB set for an over-shoot strategy?
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publication, Global Daily - Disinflationary pressures to persist in the medium term
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publication, ECB Watch - Lagarde seems to suggest 2% will become new aim, while other changes still up in the air
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publication, Global Daily - Lagarde sets scene for further stimulus
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publication, Global Daily - Travel hit to core inflation
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publication, Global Daily - What are the implications of the ECB's QE review?
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publication, Global Daily - Three things to watch at the September Fed meeting
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publication, Global Daily - ECB remains too optimistic on inflation
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publication, Global Daily - US labour market weak under the surface + ECB preview
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publication, Global Daily - The ECB and the euro
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publication, Global daily - The great disinflation and the ECB
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publication, Global Daily - EU summit preview + ECB + US retail surge
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publication, Global Daily - ECB meets with tiering multiplier on the table
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publication, Global Daily - Eurozone core inflation is set to plummet
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publication, Global Daily - Will the Frugal Four kill the Recovery Fund?
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publication, Global Daily - Is the European policy response now superior?
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publication, Global Daily - The ECB is remarkably optimistic on inflation
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publication, ECB - Further PEPP expansion likely later this year
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publication, Global Daily - ECB Preview: We expect the size of the PEPP to be increased by EUR 750bn
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publication, Global Daily - A credible European recovery plan
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publication, Global Daily - Is the French-German plan a game changer?
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publication, Global Daily - A key week for US lockdown exit + changes to our ECB view
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publication, Global Daily - Extra eurozone government funding need tops a trillion
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publication, Global Daily - Deeper eurozone recession raises spectre of deflation
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publication, Global Daily - Has the ECB eliminated the lower bound?
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publication, Global Monthly - Why recovery will take time
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publication, Global Daily - ECB and BoE gear up for more QE
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publication, Global Daily - ECB heads for more stimulus despite court ruling
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publication, Global Daily- German court casts shadow over Bundesbank’s role in PSPP
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publication, Global Daily - Could the German court restrain the ECB?
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publication, Global Daily - Our conviction in a PEPP step up remains high
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publication, Global Daily - ECB and Fed meeting previews
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publication, Global Daily - Another emergency ECB announcement?
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publication, Eurozone Watch - Growth and inflation outlook will spur the ECB to do more
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publication, Global Daily - ECB hints at more QE
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publication, Global Daily - Italian yields approach ECB intervention levels
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publication, Global Daily - Further step up in ECB QE & Italy’s debt dynamics
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publication, Global Daily - What is on the table at the Eurogroup?
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publication, Global Daily - Watch out for the double dip
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publication, Global Daily - The coming disinflation
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publication, Global Daily - No limits to ECB bond buys?
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publication, Global Daily - Funding the stimulus…ESM, ECB, Coronabonds or own issuance?
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publication, Global Daily - Eurozone government measures total EUR 2 trillion
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publication, Global Daily - Why we continue to see downside for government bond yields
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publication, ECB Watch - Back to ‘whatever it takes’
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publication, Global Daily - Recession will be deeper…rebound will take longer
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publication, Global Daily - More ECB stimulus likely
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publication, Global Daily - ECB cuts TLTRO rate and boosts QE, while leaving depo rate unchanged
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publication, Global Daily - Fiscal response to coronavirus still lacking scale
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publication, Global Daily: The Coming Global QE + ECB preview
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publication, Global Daily - The rally in rates markets is advanced but not over
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publication, Global Daily - Downgrading our forecasts due to the coronavirus
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publication, Global Daily - Global monetary easing coming soon
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publication, Global Daily - Changes to our ECB base case and market pricing
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publication, Global Daily - Another German fiscal stimulus story and changes at Dutch pension funds
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publication, Global Daily - The coronavirus and the Italian economy
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publication, Global Daily - Are we underestimating coronavirus growth risks?
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publication, Global Daily - Downgrading growth forecasts due to the virus
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publication, Global Daily - Monitoring the reversal rate
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publication, Global Daily - ECB discusses coronavirus fallout
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publication, Global Daily - ECB talks up inflation outlook
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publication, Global Daily - The coronavirus and the global economy
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publication, Global Daily - Desire for consensus could water down outcome of ECB review
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publication, Global Daily - Italy’s political instability and what it means for sovereign debt
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publication, Global Daily - The ECB’s balancing act
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publication, Global Daily - ECB: not at reversal rate yet
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publication, Global Daily - Spain’s uncertain politics
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publication, Global Daily - Implications of US-Iran tensions
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publication, Global Daily - Four themes for 2020
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publication, Global Daily - Fed still focused on downside risks
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publication, Global Daily - Monitoring the transmission of negative rates
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publication, Global Daily - Lagarde strikes dovish tone
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publication, Global Daily - Temporary rise in eurozone inflation
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publication, Global Daily - The focus of the Lagarde ECB
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publication, Global Daily - ECB hints at forecast downgrades
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publication, Global Daily - De Guindos talks up ECB easing options
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publication, Global Daily - ECB cut in March rather than December
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publication, Global Daily - What European fiscal stimulus?
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publication, Global Daily - Do shrinking profits lead to higher inflation?
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publication, Global Daily - Eurozone will not defy gravity for long
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publication, Global Daily - Losing faith in the ECB
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publication, Global Daily - Draghi signals slowdown is spreading
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publication, Global Daily - What is priced in for the ECB and the Fed?
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publication, Global Daily - ECB to open door to further downgrades
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publication, Global Daily - The coming rise in eurozone unemployment
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publication, Global Daily - IMF downgrades, but still too optimistic
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publication, Global Daily - ECB Account leaves door open for further rate cuts
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publication, Global Daily - More protracted slowdown
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publication, Global Daily - ECB officials warn of risks as confidence slides
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publication, Global Daily - No signs yet of failing bank transmission
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publication, Global Daily - Wave of change at the ECB?
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publication, Global Daily - Has eurozone wage growth peaked?
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publication, Global Daily - Eurozone recession risks rise
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publication, Global Daily - Bank take up of ECB loans meagre
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publication, Global Daily - Draghi’s gamble leaves Lagarde with work to do
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publication, Global Daily - Falling short of ‘whatever it takes’
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publication, ECB Watch - QE open-ended but too small to change economic outlook
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publication, Global Daily - Sticking to our conviction on large-scale QE
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publication, Global Daily - Why the ECB cannot exclude QE and why it needs to be big
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publication, Global Daily - Lagarde confirms policy continuity
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publication, Global Daily - Italy’s government is new, but fiscal risk remains
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publication, Global Daily - Can the ECB achieve shock and awe?
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publication, Global Daily - PMI points to contraction in world trade
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publication, Daily Insight - ECB sets scene for September stimulus package
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publication, ECB Watch - September stimulus package
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publication, Global Daily - How will the ECB help banks?
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publication, Global Daily - ECB to set stage for easing package
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publication, Global Daily - Will the ECB buy equities?
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publication, Global Daily - Governing Council behind Draghi
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publication, Global Daily - Powell rubberstamps July rate cut
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publication, Global Daily - Risk of earlier ECB action
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publication, Macro Weekly - How low can interest rates go?
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publication, Global Daily - The coming ECB stimulus package
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publication, Global Daily - Draghi leaves little doubt about policy easing
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publication, Global Daily - ECB stimulus: Triggers versus tools
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publication, Global Daily - Not sure how Draghi could have been more dovish
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publication, Global Outlook - Macro downgrades and global easing
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publication, Global Daily - Changes to our base case…macro downgrades and global easing
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publication, Global Daily - Further ECB downgrades and action beyond June
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publication, Global Daily - Euro core inflation to collapse in May
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publication, Global Daily - Three takeaways from the elections
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publication, Global Daily - ECB concern about inflation expectations is a big deal
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publication, Global Daily - May's last throw of the dice?
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publication, Global Daily - Markets price in ECB rate cuts
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publication, Global Daily - TLTRO at positive rates?
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publication, Global Daily - Could the Fed deliver a technical rate cut?
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publication, Global Daily - Thoughts on the Spanish elections
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publication, Global Daily - Sluggish eurozone growth makes case for ECB stimulus
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publication, Global Daily - How much room for a euro fiscal stimulus?
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publication, Macro Weekly - From Trade War to Trade Talks?
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publication, Global Daily - Risks to the ECB’s inflation credibility
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publication, Global Daily - ECB signals it is ready and able to act
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publication, Global Daily - Eurozone loan demand reflects economic weakness
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publication, Global Daily - ECB more concerned about inflation?
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publication, Macro Weekly - What’s up with Germany?
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publication, Global Daily - Global capex slowdown hits Germany
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publication, Global Daily - Deconstructing the weakness in European inflation
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publication, Global Daily - ECB to move to tiered deposit rate system?
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publication, Global Daily - Officials give colour on ECB’s policy response
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publication, Global Daily - Brexit delay and UK election likely
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publication, Global Daily - Are eurozone inflation expectations dislodged?
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publication, Global Daily - TLTRO-III…the unanswered questions
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publication, Global Daily - ECB may need to do more in coming months
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publication, Global Daily - Hiking rates back to zero would risk recession
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publication, Global Daily - ECB to change forward guidance
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publication, Global Daily - Food pushes up Eurozone headline inflation but core subdued
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publication, Global Daily - Weak lending strengthens TLTRO case
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publication, Global Daily - Chances of early elections in Italy rise
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publication, Global Daily - Are downside risks easing?
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publication, Macro Weekly - Industrial downturn deepens
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publication, Global Daily - ECB grapples with downside inflation risks
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publication, Global Daily - Do bank lending developments justify a TLTRO?
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publication, Global Daily - What can we expect from the string of upcoming Euro elections?
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publication, Macro Weekly - US consumers down but not out
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publication, Global Daily - Euro sovereign spreads set to rise
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publication, Global Daily - Changes to our Eurozone, ECB and Rates forecasts
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publication, Global Daily - When hawks become doves
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publication, Global Daily - A week of political event risk
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publication, Macro Weekly - Are policymakers doing enough?
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publication, Global Daily - Macro downgrades roll in…more to come
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publication, Global Daily - Italy’s deficit set to jump putting pressure on spreads
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publication, Global Daily - Why the ECB’s inflation strategy has stalled
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publication, Global Daily - ECB sets scene for change in rate guidance
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publication, Global Daily - What is priced in for the ECB?
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publication, Global Daily - ECB to finally shift assessment to the downside
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publication, Global Daily - ECB more concerned about the outlook
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publication, Global Daily - Further downgrading European growth
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publication, Global Daily - Will policymakers save the day?
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publication, Global Daily - ECB: Further dovish shifts on the cards
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publication, Global Daily - ECB Preview: Gradual dovish shift
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publication, Global Daily - Chances of no-deal Brexit decline
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publication, Global Daily - Cœuré for ECB President?
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publication, Global Daily - ECB keeps low profile until December
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publication, Global Daily - ECB sounding less optimistic
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publication, Global Daily - Brexit hurdles remain
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publication, Global Daily - First ECB hike now seen in 2020
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publication, Global Daily - Why is the ECB sticking to its optimistic outlook?
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publication, Global Daily - ECB plays down recent weaker data
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publication, Global Daily - ECB to signal risks tilted to the downside
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publication, Global Daily - Brexit deadlock
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publication, UK Watch - The macro impact of Brexit scenarios
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publication, Global Daily - ECB official signals Q4 19 rate hike
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publication, Global Daily - The new normal for the ECB’s monetary policy
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publication, Global Daily - Will subdued core inflation stir the Fed?
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publication, Global Daily - ECB may guide on number of hikes per year
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publication, Global Daily - Making sense of Powell
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publication, Global Daily - Can Europe restrain Italy’s fiscal splurge?
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publication, Global Daily - Brexit scenarios
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publication, Global Daily - The Misinterpreted Mr Draghi
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publication, Global Daily - What to watch in the Italian budget
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publication, Global Daily - The next stage of the ECB’s forward guidance
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publication, Global Daily - ECB in wait-and-see mode
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publication, Global Daily - Will the ECB change its risk assessment?
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publication, Global Daily - ECB may express optimism about wages
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publication, Global Daily - Liikanen the new favourite for ECB chair
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publication, Global Daily - Italian government will need to slash its growth forecast
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publication, Global Daily - What would ratings downgrades mean for Italy?
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publication, Global Daily - Soft patch or downturn?
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publication, Global Daily - BoJ speculation spooks bond markets
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publication, Global Daily - Draghi hints at autumn rate hike
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publication, Global Daily - Italian banks the buyers of last resort
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publication, Global Daily - ECB Preview
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publication, Global Daily - What is priced in for the ECB and Fed
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publication, Global Daily - Still no uptrend in Euro core inflation
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publication, Global Daily - ECB casts doubt on its reaction function to trade wars
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publication, Global Daily - ECB President Coeure?
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publication, Global Daily - Trade wars not yet shifting ECB policy
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publication, Global Daily - Bundesbank dismisses operation twist
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publication, Global Daily - Italy’s budget wrangling starts on a constructive note
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publication, Global Daily - Another round of ECB re-pricing
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publication, ECB Watch - Change of forecast: first hike now seen in December 2019
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publication, Global Daily - Confident in euro core inflation?
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publication, Global Daily - ECB official signals lower for even longer
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publication, Global Daily - Risks to our ECB September 2019 hike call
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publication, Global Daily - Trade war fears strike back
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publication, Global Daily - Rate guidance is now the ECB’s key policy tool
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publication, Global Daily - ECB and Fed Previews
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publication, Global Daily - ECB rate guidance is likely to be dovish
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publication, Global Daily - What do markets now expect from the ECB?
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publication, Global Daily - Italy PM runs with coalition agenda
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publication, Global Daily - Will Italy need a bailout?
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publication, Global Daily - What could an Italy rescue look like?
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publication, Global Daily - Politics in the eurozone periphery heating up
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publication, Global Daily - ECB closely monitoring activity data
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publication, Global Daily - How would the ECB react to a longer soft patch?
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publication, Global Daily - Italy debt scenarios and spreads
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publication, Global Daily - Who owns Italian bonds?
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publication, Global Daily - Our thoughts on the recent bond market sell-off
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publication, Global Daily - Scary fiscal plans in Italy
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publication, Global Daily - Weaker data a concern for the ECB
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publication, Global Daily - ECB in wait and see mode
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publication, Euro Watch - When will eurozone core inflation rise?
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publication, Global Daily - Conditions for ECB QE exit not yet met
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publication, Global Daily - The ECB and trade wars
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publication, Global Daily - Swift hike cycle unlikely despite Nowotny remarks
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publication, Global Daily - Markets price in slower ECB exit
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publication, Global Daily - ECB-Fed policy divergence resumes
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publication, ECB Watch - Praet says inflation rise may be slower
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publication, Global Daily - Dovish Draghi signals slow exit
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publication, Global Daily - Coeure emphasises guidance on rate
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publication, Global Daily - QE bias dropped, but normalisation will still be slow
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publication, Global Daily - Quantifying the impact of a trade war
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publication, Global Daily - Will the ECB shift its QE bias?
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publication, Global Daily - Italy post-election scenarios
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publication, Global Daily - When will the eurozone reach full employment?
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publication, Global Daily - Slowing inflation a challenge to the ECB?
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publication, Global Daily - Powell bullish on growth, measured on policy
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publication, Global Daily - Draghi: inflation conditions not yet met
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publication, Global Daily - Change in ECB guidance not imminent
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publication, Global Daily - Still confident in above consensus eurozone view
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publication, Global Daily - De Guindos set to be ECB VP
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publication, Global Daily - Building support for De Guindos for ECB
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publication, Global Daily - Upgrading our US economic forecast
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publication, Global Daily - How high will bond yields go?
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publication, Global Daily - How will the ECB’s rate guidance change?
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publication, Macro Weekly - The bond market sell-off
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publication, Global Daily - Euro core inflation could disappoint
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publication, Global Daily - How not to talk down the euro
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publication, Global Daily - ECB Preview: No change in guidance, but verbal intervention on euro
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publication, Global Daily - Job reshuffle may make ECB less dovish
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publication, Global Daily - ECB pouring cold water on rate hike expectations
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publication, Global Daily - Euro strength a risk to inflation outlook
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publication, Global Daily - ECB Superhawk backs rate guidance
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publication, Global Daily - ECB set to tweak QE guidance
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publication, Global Daily - The narrative behind the Treasury market sell-off
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publication, Global Daily - Three risks for 2018
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publication, Global Daily - The last QE extension?
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publication, ABN AMRO: Euro Sovereign Playbook 2018 - Is inflation dead?
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publication, Global Daily - Three themes for 2018
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publication, Global Daily - ECB sees weak inflation despite upgrades to growth
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publication, Eurozone Outlook 2018 - Capital spending leads the way
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publication, Global Daily - ECB to raise forecasts but manage expectations
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publication, Global Daily - Fed preview: 3…still the magic number
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publication, Global Daily - 2018…the year of investment
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column, Global Daily - OPEC and inflation
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publication, Global Daily - Rollercoaster ride for euro inflation ahead
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publication, Global Daily - The eurozone economic boom
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publication, Global Daily - Less austerity in the UK
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publication, Global Daily - Euro strength has further to run in near term
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publication, Global daily - US core inflation to remain soft
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publication, Global Daily - Euro exports to BRICS booming
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publication, Global Daily - US inflationary pressure from labour market weak
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publication, Global Daily - BoE not minded to raise rates too much further
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publication, Global Daily - ECB signals prolonged monetary stimulus
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publication, Global Daily - ECB Preview – Scenarios and market reaction
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publication, Global Daily - What happens if Taylor rules the Fed?
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publication, Global Daily - Draghi talks up rate guidance
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publication, Global Daily - Rajoy takes tough line on Catalonia
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publication, Global Daily - ECB QE scenarios
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publication, Global Daily - ECB discusses tapering scenarios
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publication, Global Daily - Hurricane hits jobs growth
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publication, Global Daily - Catalan independence risk for Spanish bonds?
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publication, Global Daily - ECB QE slowdown rather than taper
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publication, Global Daily - Business investment upswing
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publication, Global Daily - Draghi strikes dovish tone
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column, Global Daily - Fed balance sheet reduction to start in October
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publication, Global Daily - Fed to start reducing balance sheet
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publication, Global Daily - BoE signals rate hike
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publication, Global Daily - Eurozone still set for strong Q3
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publication, Euro Rates Watch - Lower-for-longer bond yields expected
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publication, Global Daily - Changes to our ECB and Fed scenarios
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publication, Global Daily - ECB: exchange rate matters less
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publication, Global Daily - Draghi’s euro warning not credible
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publication, Global Daily - ECB to set up October rendez-vous?
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publication, Global Daily - Caution the buzz word at the Fed
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publication, Global Daily - ECB preview: Silence is not golden
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publication, Global Daily - Eurozone core inflation: rising trend?
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publication, Global Daily - European reflation?
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publication, Global Daily - The ECB and the rising euro
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publication, Global Daily - Fireworks at Jackson Hole?
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publication, Global daily - Eurozone growth still above trend
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publication, Global Daily - Euro growth to spur ECB
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publication, Euro Rates Watch - Italian banks selling BTPs
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publication, Daily Insight - Fed to start reducing asset holdings soon
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publication, Global Daily - Fed to express inflation concern?
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publication, Global Daily - ECB fights to keep a lid on tightening financial conditions
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publication, Global Daily - Options for ECB tapering
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publication, Global Daily - Exit without a tantrum
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publication, Global Daily - Draghi at Jackson Hole…the sequel
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publication, Global Daily - Yellen signals inflation uncertainty
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publication, Global Daily - Japanese investors return ... but for how long?
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publication, Global Daily - Are we already seeing unwarranted tightening?
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publication, Global Daily - The ECB’s core country taper
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publication, Global Daily - Global growth still robust
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publication, Global Daily - What does euro strength mean for the ECB?
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publication, Global Daily - Central banks closer to removing stimulus
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publication, Global Daily - Draghi signals slow exit
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publication, Global Daily - ECB too optimistic on core inflation
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publication, Global Daily - Euro political climate brightens
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publication, UK Watch - Hung parliament raises Brexit risks
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publication, Global Daily - ECB drops rate cut bias in step towards slow exit
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publication, Global Daily - The ECB’s words, bund limits and a closer UK election
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publication, Global Daily - Low probability of early Spanish election
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publication, Global Daily - ECB probably not distracted by drop in core inflation
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publication, Global Daily - Italian political risk coming close
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publication, Global Daily - Euro PMI almost at rate-hike levels, but path to exit will be gradual
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publication, Global Daily - Euro super core inflation close to zero
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publication, Global Daily - Target2 balances to reach EUR 3 trillion
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publication, Global Daily - EUR/USD upswing has further to run
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publication, Global Daily - Praet suggests ECB stance is shifting (...but slowly)
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publication, Global Daily - Draghi: no time for exit
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publication, Global Daily - Mersch ... ECB heading for balanced risk assessment
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publication, Euro Rates Watch - Can Macron deliver?
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publication, Global Daily - No ECB shift in April
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publication, Global Daily - No French revolution
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publication, ABN AMRO Eurozone Watch - Macron set for presidency
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publication, Global Daily - Counting down to the French elections
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publication, Global Daily - French and UK elections in focus
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publication, Global Daily - Labour market to keep BoE on hold
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publication, Daily Insight: ECB sticking to its guns…but shift seen in June
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publication, Global Daily - Early ECB hike expectations…fun while they lasted
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publication, Global Daily - Change of ECB view
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publication, Global Daily - ECB doves strike back!
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publication, Global Daily - Doubts about the US stimulus
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publication, Global Daily - The final TLTRO and the rates market
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publication, Euro Rates Watch - Will the TLTRO spark carry trades?
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publication, Global Daily - Sterling…a lot of bad news in the price
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publication, Global Daily - ECB rate hikes coming soon?
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publication, Euro Rates Watch - Will the ECB hike before QE ends?
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publication, Global Daily - Temporary Dutch election relief
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publication, Global Daily - ECB edging towards the exit
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publication, Global Daily - ECB to stay cautious for now
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publication, Global Daily - Inflation up to 2%, but core remains stable
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publication, Euro Rates Watch - French linkers price in regime shift
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publication, Global Daily - Peak inflation
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publication, Global Daily - Dutch parliament not investigating Nexit
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publication, Euro Rates Watch - Is Spain set to become semi-core?
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publication, Global Daily - Greek bailout one of Europe’s many problems
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publication, Global Daily - ECB to stabilise Italian bond market?
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publication, Global Daily - Improving euro growth momentum
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publication, Global Daily - BoJ accepts lower inflation
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publication, Global Daily - Eurozone growth not enough to get core inflation going
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publication, Macro Weekly - Inflation is turning up
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publication, ECB Watch - ECB on hold next week, set to act in December
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publication, Macro Weekly - Time for a hike?
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publication, ECB Watch - ECB disappoints, but will act soon
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publication, Macro Weekly - Yellen hints Fed hike edging closer
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publication, Macro Weekly - Eurozone resilient, UK recession
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publication, Global Daily - ECB to ease in September
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publication, Macro Weekly - Five Brexit questions
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publication, Global Daily: Fed scales back hikes
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publication, Global Daily - Is Brexit a global risk?
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publication, Global Daily - Global manufacturing in the doldrums
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publication, Global Daily - The ECB's next move
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publication, Macro Weekly - The ECB's March package
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publication, Macro Focus - Brexit Scenarios
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publication, Eurozone Watch - Portugal risks intensify
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publication, Macro Weekly - Should the ECB aim for an inflation overshoot?
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publication, Global Daily - Downgrading our forecasts: less growth, more stimulus
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publication, ECB Preview - Mario will not disappoint
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publication, Global Daily - Euro inflation going up
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publication, Euro Rates Watch - Mario will not disappoint
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publication, Global Daily - Eurozone bank lending is back
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publication, Global Daily - Two-tiered ECB depo rate?
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publication, UK - Brexit uncertainty
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publication, Global View - Cautious optimism warranted
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publication, Macro Weekly - Whatever it takes part III
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publication, Global Daily - Rising ECB inflation worry
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news, Eurozone recovery loses momentum - a final push for the ECB
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publication, Global Daily - ECB still on track for December
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publication, Global Daily - Political risks in Europe
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publication, Daily Insight - Spain’s Catalan struggle
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publication, Macro Weekly - Five questions on negative rates
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publication, Global Daily - ECB to cut deposit rate
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publication, Macro View - Time for a globally co-ordinated increase in inflation targets
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publication, Macro Weekly - Mario strikes … ball now in Fed’s court
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publication, Global Daily - The ECB's Christmas present
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publication, Global Daily Insight - ECB report cools QE hopes
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publication, Global Daily Insight - Three ECB issues to watch
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publication, Macro Weekly - Are central banks losing the plot?
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publication, Global Daily - Bond yields to fall further
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publication, Global Daily - Dovish Fed and ECB minutes
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publication, Global Daily Insight 8 October 2015: Fed hike now seen in 2016
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publication, Macro weekly - More inflation please
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publication, Global Daily - Euro inflation back in the red
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publication, Global Daily - Spain's political uncertainties
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publication, Macro Weekly - Resilient to EM weakness
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publication, Daily Insight - US strong despite turmoil
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publication, Global Daily - The Fed-China sandwich
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publication, Macro Weekly - Will the Fed hike?
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publication, Global Daily - The DM-EM conundrum
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publication, Global Daily - Global liquidity holding up
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publication, Global Daily - ECB to step up to EUR 80bn
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publication, Global Daily - ECB signals more QE
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publication, ECB Watch - The next stage of QE?
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publication, Global Daily - Global growth fears
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publication, Global Daily - Rising risk of ECB QE plus
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publication, Global Daily - ECB & Fed shifting on turmoil
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publication, Global Daily - ‘Better Tuesday’ for markets
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publication, Macro Weekly - China easing on the way
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publication, Euro Watch - Greek elections: five questions
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publication, Global Daily - What next for commodities?
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publication, Global Daily - Fed hike approaching
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publication, Global Daily - US housing building steam
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publication, Macro Weekly - China will do what it takes...
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publication, Euro Watch - Eurozone recovery loses momentum
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publication, Global Daily - More CNY weakness ahead?
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publication, Global Daily - The yuan devalued
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publication, Global Daily - Greece deal: 5 pitfalls
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publication, Macro Weekly - Advanced economies stepping up
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publication, Global Daily - Euro investment upswing
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publication, Global Daily - Greece deal soon?
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publication, Global Daily - Greek crash
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publication, Global Daily - IMF stance pressures Greek deal
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publication, Global Daily - Fed edging closer
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publication, Global Daily - Greece D-day scenarios
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publication, Global Daily - Greek proposal a litmus test
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publication, Global Daily - Greece to apply for new programme
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publication, Global Daily - ECB restricts ELA to Greek banks
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publication, Euro Watch - Greece votes NO: what now?
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publication, Global Daily - IMF: Greece needs debt relief
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publication, Global Daily - On hold until after the referendum
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publication, Global Daily - Greece deal back on?
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publication, Global Daily - Down...but no Grexit panic
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publication, Euro Watch - Greece referendum: what next?
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publication, Global Daily - Greece stalemate continues
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publication, Global Macro View - Greek shadow to lift
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publication, Global Daily - Another day, another Eurogroup
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publication, Global Daily - Greece deal this week
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publication, Euro Watch - Prospects for Greece deal brighten
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publication, Macro Weekly - Ten big questions on Greece
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publication, Global Daily - Euro Crisis Summit
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publication, Global Daily - Greece: three scenarios
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publication, Global Daily - Five factors the ECB will watch
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publication, Global Daily - Early signs of more QE
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publication, Macro Weekly - Draghi and the bond market
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publication, Global Daily - How will the ECB react?
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publication, Global Daily - Mario's intervention fails
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publication, Draghi: ECB could step up QE if necessary
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publication, Fixed Income Focus - The Path to QExit
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publication, Global Daily - Mario to fight QExit talk
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publication, Global Daily - Slowing euro momentum?
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publication, Global Daily - Fed closes door for rate hike in June
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column, Global Daily - ECB frontloading QE
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column, Global Daily - Clock is ticking for Greece
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publication, Macro Weekly - Will the bond rout continue?
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publication, UK Watch - No party will win majority
-
publication, Global Daily - Is the Bund bubble bursting?
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publication, Global Daily - Fed maintains outlook
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publication, Macro Weekly - Grexit, QExit and Growth
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Global Daily - Greek talks edging forward
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Global Daily - Euro Q1 GDP surges
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Global Daily - No QExit for Mario
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Macro Weekly - ECB to dismiss QExit talk
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Global Daily - Global growth to regain speed
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Global Daily - FOMC split on timing of hike
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Global Daily - Eurozone overtaking the US?
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Global Daily - The short, sweet deflation
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Global Daily - Eurozone banks are lending
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Global Daily - Draghi: the lucky general?
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Macro Weekly - Snail-paced Fed rate hikes
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Fixed Income Investor Survey: Views on impact of QE
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Global Daily - The euro's inflationary impulse
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Global Daily - FOMC ready to lose 'patience'
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Global Daily - EUR/USD parity calling?
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Global Daily - ECB QE day 1: Bonds surge
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Global Daily - Mario confident that QE will work
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ECB Watch - Mario confident that QE will work
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Global Daily - ECB Q&A
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Global Daily - Eurozone deflation?
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Macro Weekly - Europe's impossible recovery
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Euro Rates Weekly: Start of QE nears
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Macro Focus - Update Grexit scenarios
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Global Daily - Greece to ask for extension?
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Global Daily - Another Greece-Euro breakdown
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Euro Watch - Q4 GDP beats expectations
-
Euro Watch - Get ready for growth surprises!
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Global Daily - Eurogroup on Greece disappoints
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Global Daily - Greek deal next week?
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Global Daily - Greece: who will blink?
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Macro Weekly - When Yanis met Wolfgang
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Global Daily - Room for a Greek deal
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Global Daily - A deflationary spiral?...not
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Euro Sovereign Playbook 2015: Acute scarcity of AAA bonds
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Global Daily - Revising up eurozone growth
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Global Daily - Greece's liquidity challenge
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Economic growth as lubricant for cyclical commodities demand
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Global Daily - Greece's new government
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Five big questions on Greece
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Macro Weekly - Mario delivers .... now to Athens
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Global Daily - ECB turns to bazookanomics
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ECB Watch - Mr Draghi’s bazooka
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Global Daily - How much is enough?
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Global Daily - IMF downgrades, but positives mount
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Global Daily - Does keeping QE national matter?
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Macro Weekly - ECB set to deliver
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Global Daily - Long rates low for longer
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Greek exit? 3 scenarios
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Global Daily - Green light for QE
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Global Daily - Who is afraid of lower oil?
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Global Daily - Is EUR 500bn enough?
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Macro Focus - Will QE work?
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publication, Global Daily - Italy the weakest link
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Global Daily - Inflation turns negative on oil
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publication, Global Daily - What will the ECB buy?
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publication, Global Daily - How low will the euro go?
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Global Daily - Five themes for 2015
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Global Daily - Sovereign QE: at least 400bn
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Macro Weekly - QE coming soon
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Global Daily - Sovereign QE in January
-
Global Daily - TLTRO: moment of truth
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Global Daily - Greece is back
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Global Daily - ECB tells us when, but not what...
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Mario sets stage for Q1 asset buys
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FX Watch - UK politics to hurt sterling
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Macro weekly - The 550bn global stimulus
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publication, Global Daily - Oil prices and euro inflation slide
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Global Daily - Europe's investment plan
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Global Daily - US: let the good times roll
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ECB's Draghi ready to buy more assets
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UK - Future still in the EU?
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Global Macro View - Ten Big Questions for 2015
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Global Daily - German sentiment turns
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publication, Global Daily - Gloom from Japan before Mario
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Macro weekly - Snail-pace recovery...not recession
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Global Daily - Europe's political risks
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Global Daily - Mario comes out on top
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ECB Watch - Draghi signals more easing
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Global Daily - More ECB stimulus on the way
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publication, Global Daily - EC forecasts add to ECB pressure
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publication, Global Daily - Implications of Japan's shift
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Macro Weekly - ECB next in line to ease?
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Global Daily - The US economy's lift off
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Global Daily - Fed sees diminishing slack
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publication, Global Daily - Ifo slides further
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Euro Watch - Bank tests a key milestone
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publication, Global Daily - Gloom starts to ease
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publication, Global Daily - Oil depressing inflation
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Global Daily - Will the ECB buy corporates?
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publication, Global Daily - China's growth slows
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publication, Global Daily - Mood darkens further
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publication, Global Daily - Investor sentiment sours
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Macro Weekly - Beneath the gloom
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publication, Global Daily - Renzi the reformer?
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Global Daily - FOMC doves on the offensive
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Global Daily - Why German orders will turn
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Global Daily - No balance sheet target
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ECB Watch - Conservative Mario
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Global Daily - How likely is sovereign QE?
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Global Daily - Inflation drop fuels ECB QE hopes
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Global Daily - Draghi hints further easing
-
Global Daily - Reasons for better eurozone growth
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Global Daily - TLTRO: big December likely
-
Global Daily - Fed signals more hikes
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Global Daily - Fed to change guidance?
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Macro Weekly - Will the Fed shift?
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publication, Global Daily - Europe's two arrows for stimulus
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publication, Global Daily - Is Catalonia the next Scotland?
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TLTRO: bazooka or peashooter?
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Global Daily - Draghi's trillion euro target revisited
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publication, Global Daily - A sterling area break-up?
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Global Daily - The ECB's trillion euro challenge
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ECB - Building up the balance sheet
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publication, Global Daily - It's Showtime Mario!
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Global Daily - The US leads the way
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Global Daily - Changes to forecasts
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Euro Rates Weekly - ECB Scenarios
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Macro Weekly - ECB stimulus on the cards
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Global Daily - Drag from Italy and France
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publication, Global Daily - Inflation expectations dislodged?
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Global Daily - The ECB's QE options
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Weekly Rates - ECB President Draghi hints at more action
-
Global Daily - The ECB's ABS possibilities
-
Macro Weekly - The US-eurozone divergence
-
Global Daily - Draghi opens the door for more
-
Global Daily - The Janet and Mario show
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Global Daily - A less dovish FOMC
-
Global Daily - Euro's drag set to fade
-
Weekly Rates - Weak GDP numbers trigger QE talk
-
Macro Weekly - Is Europe stagnating?
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Is Europe stagnating?
-
Global Daily - Ray of light among Ukraine tensions
-
Global Daily - August data key for ECB call
-
Euro Watch - Eurozone stagnates
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publication, Global Daily - Carney damps BoE rate hike talk
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Macro Focus - Ukraine crisis scenarios
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Weekly Rates - Safe haven demand supports government bonds
-
Macro Weekly - Geopolitics dominate…for now
-
Global Daily - Geopolitical clouds over markets
-
Global Daily - ECB in wait-and-see mode
-
Global Daily - Mr Draghi's balancing act
-
Weekly Rates - Bunds touch historical lows
-
Macro Weekly - Markets ignore positive signs
-
Global Daily - US jobs revival still on track
-
Global Daily - Inflation not a trigger for QE
-
Euro Watch - Easing bank credit standards
-
Global Daily - Record low rates
-
Global Daily - Euro bank lending stabilising
-
Weekly Rates - More dovish Fed triggers Draghi euro intervention
-
Macro Weekly - An isolated correction?
-
Global Daily - Draghi warns on euro
-
Global Daily - Fed minutes unexpectedly dovish
-
Global Daily - Updating Yellen's dashboard
-
Weekly Rates - ECB-style QE?
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Macro Weekly - ECB warms to QE
-
Global Daily - The trillion euro ECB rumour
-
Global Daily - ECB more open to QE
-
Global Daily - Four scenarios for the ECB
-
Global Daily - Global manufacturing pause
-
Global Daily - ECB set to ignore disinflation?
-
Weekly Rates - The US-eurozone rate gap
-
Macro Weekly - Global thawing
-
Global Daily - Setting scene for a China stimulus
-
Macro Weekly - Global disinflation
-
Global disinflation
-
Global Daily - Fed set to shift guidance
-
Weekly Rates - The ECB and the euro
-
Macro Weekly - Crimea risks contained
-
Global Daily - Europe's capex recovery
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Weekly Rates - Below target inflation through 2016...ECB shrugs
-
Macro Weekly - Rays of light
-
Weekly Rates - ECB to end SMP sterilisation
-
Macro Weekly - Concerns over Ukraine
-
Global Daily - ECB to end sterilisation
-
Global Daily - Disappearing US labour market slack
-
Weekly Rates - Fed set for continued taper
-
Macro Weekly - A bumpy recovery
-
column, Global Daily - Searching for ECB clues
-
Global Daily - Gauging the weather impact
-
Global Daily - Another round of Abenomics?
-
Weekly Rates - Assessing the ECB’s scorecard
-
Macro Weekly - The blindfolded economist
-
Global Daily - Eurozone perks up
-
Global Daily - Seriously considering NIRP
-
Global Daily - Yellen sticks to course
-
Macro Weekly - Yellen in the limelight
-
Weekly Rates - The ECB’s March decision moment
-
Global Daily - Yellen takes center stage
-
Global Daily - See you in March
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Global Daily - ECB scenarios
-
Global Economy: How could it all go wrong?
-
publication, Global Macro View - 2014Q1 - How could it all go wrong?
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Global Daily - Manufacturing slips on ice
-
Weekly Rates - ECB seen ending SMP sterilisation
-
Macro Weekly - EM crisis or wobble?
-
Global Daily - ECB set for action
-
Macro Focus - The ECB's inflation problem
-
Global Daily - Confident Fed continues taper
-
Global Daily - Regaining some poise
-
Weekly Rates - Evaluating the Fed’s exit
-
Macro Weekly - Are market worries overdone?
-
Global Daily - Seven the magic number?
-
Weekly Rates - The ECB’s liquidity challenge
-
Macro Weekly - The coming capex upswing
-
Global Daily - Sterling outlook
-
Global Daily - A walk on the supply side
-
Global Daily - Shrinking euro liquidity
-
Global Daily - Welcome back Joe Sixpack
-
Global Daily - Bond market decoupling?
-
Weekly Rates - Cross Atlantic policy divergence to dominate
-
Macro Weekly - Weather-swept payrolls
-
Global Daily - Just blame the weather
-
Global Daily - ECB strengthens guidance
-
Global Daily - US jobs engine revs up
-
Global Daily - Dollar ready for cyclical lift
-
Global Daily - Disinflation to continue
-
Weekly Rates - Year-end effects to unwind
-
Macro Weekly - Key questions for 2014
-
Global Daily - Scene setters for 2014
-
Global Daily - The Fed's long goodbye
-
Global Daily - Our expectations for the FOMC
-
Global Daily - Manufacturing revival on track
-
Weekly Rates - Fed set for taper talk
-
Macro Weekly: Let's get it over and done with
-
Global Daily - Tighter conditions test ECB
-
Global Daily: ECB to be strict on govies?
-
Global Daily: Yellen's dashboard mixed
-
Global Daily: Contours of US budget deal
-
Weekly Interest rates - Further ECB easing still a distinct possibility; Treasuries digest taper
-
Daily Insight - Learning to love the recovery
-
Macro Weekly: Upward revisions ... at last
-
Daily Insight - ECB move not imminent
-
Weekly Interest rates - Another one bites the dust
-
Macro Weekly: Taking stock of risks
-
Daily Insight - ECB to signal low for long
-
Dutch downgrade
-
Daily Insight - Euro inflation back up (for now)
-
Daily Insight - 'Funding for Lending' LTRO?
-
Weekly Interest rates - Central banks consider their options
-
Macro Weekly: Signs of global momentum
-
Daily Insight - Initial Iran nuclear deal
-
Daily Insight - Sluggish eurozone growth
-
Global Economy: Ten Big Questions for 2014
-
Daily Insight - ECB 'mini cut' speculation
-
Global Macro View - 2013Q4 - Ten Big Questions for 2014
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Daily Insight - ECB's QE options
-
Weekly Eurozone - Interest rates
-
Daily Insight - Low for longer
-
Macro Weekly: Europe’s slow recovery
-
Daily Insight - Yellen aims for 'very strong recover'
-
Daily Insight - Weak eurozone growth
-
Daily Insight - ECB...December package?
-
Weekly Eurozone - Interest rates
-
Daily Insight - US and China lead the way
-
Macro Weekly: Don't fear the big, bad taper
-
Daily Insight - ECB leaves door open for more
-
Daily Insight - ECB not yet ready to move
-
Daily Insight - Shaking off the shutdown
-
Weekly Eurozone - ECB rate cut expected
-
Weekly Eurozone - Inflation drops
-
Macro Weekly - ECB to set stage for December
-
Daily Insight - ECB set for December move
-
Daily Insight - Disinflation puts ECB on the spot
-
Daily Insight - The monetary policy divide
-
US data so far is rather mixed, but we expect economic impact to be short-lived
-
The US fiscal mess – Q & A
-
Deconstructing the debt ceiling
-
A longer shutdown?
-
Macro Weekly - The US fiscal mess - Q&A
-
No new LTRO...yet
-
Macro weekly: Gearing up for the Fed
-
Fed to taper...gently
-
Upside risks to UK rates and sterling
-
How high will bond yields go?
-
Syria impact on markets to be limited
-
Mr. Draghi's options
-
Macro Weekly - A touch of grey
-
Weekly US: A higher probability of a September taper
-
The periphery's export boom
-
Eurozone recession ends
-
Euro-Area Expansion `Excruciatingly Slow'
-
When will UK jobless hit 7%?
-
Weekly: US - Domestic demand picks up steam
-
Macro Weekly - Global recovery conviction
-
The great EUR/USD mystery
-
The ECB's rate battle
-
UK: BoE appears to adopt dual mandate
-
Weekly: Eurozone - ECB tries to dampen market expectations
-
Sizzling services point to stronger advanced economy demand
-
Macro Weekly - On track for stronger growth
-
Mixed global manufacturing data with emerging markets still lagging
-
ECB talks in vain
-
US economy ready to shake off fiscal drag
-
Fed sustains stimulus
-
Will the Fed change its guidance?
-
UK: economy picking up steam
-
When forward guidance meets stronger data
-
Weekly: Conditional pre-commitment
-
UK: Private largesse, public restraint
-
Global Economy: Will the Fed’s exit spoil the party?
-
Weekly: Fed adjustment advanced
-
Weekly: Eurozone - Surveys improving
-
ECB sticks to base case
-
Eurozone - From austerity to growth?
-
Global Macro View - 2013Q2 - Transition year
-
Global Economy: Transition year
-
Italy: Fresh elections, but no fresh growth impulse