Archive

Daily Archives: 28th February 2019

28th February 2019

No Stopping the Easy Carry Business (ECB) | Bank Capital Insights

Carry on TLTRO – The show must go on It seems that market participants are placing more and more confidence that the ECB will announce a new fixed TLTRO program next month. That will mean credit supply to the EZ economies will continue unabated and counter any economic slowdown, with the biggest beneficiaries of the […]
Subscribers can log in to continue reading. Otherwise, purchase The Monthly Access Pass, One Year Subscription or One Year + Trade Ideas to become a subscriber.
28th February 2019

More of the same will do nicely

Feeling replete… We closed chapter two on a slightly sour note with no further breakthrough on the US/North Korean talks, amid data from China showing that the manufacturing sector continued to contract for a third consecutive month. But we’re in no mood to let that detract from what has been a very positive start to […]
Subscribers can log in to continue reading. Otherwise, purchase The Monthly Access Pass, One Year Subscription or One Year + Trade Ideas to become a subscriber.