-
17 September 2020
353 KB
PDF
- Bunds made modest gains as the sharp drop in euro area inflation in August was confirmed and the region’s construction and car registration data were predictably subdued.
- Gilts made gains as the BoE left policy unchanged but maintained preparations for a shift to negative rates should that become appropriate.
Share
-
16 September 2020
160 KB
PDF
- Retail sales: lighter than expected, but still a favourable report
Share
-
16 September 2020
346 KB
PDF
- Ahead of the evening’s announcements from the Fed, Bunds were little changed while data reported a further solid pickup in euro area goods exports in July.
- Gilts were also little changed despite a steep drop in UK inflation.
Share
-
16 September 2020
225 KB
PDF
- FOMC: A few interesting developments
Share
-
15 September 2020
150 KB
PDF
- Industrial production: Soft mining and utilities, but respectable manufacturing
Share
-
15 September 2020
384 KB
PDF
- Bunds were little changed despite a strong German ZEW investor sentiment survey while French retail sales fell back.
- Gilts made losses despite a further drop in UK payrolls, weak pay growth and evidence of a surge in redundancies to come.
Share
-
14 September 2020
320 KB
PDF
- FOMC preview: a new view on QE; no urgency on forward guidance; perhaps more information on the new long-run strategy
- Inflation expectations: the key variable in future Fed policy decisions
Share
-
14 September 2020
334 KB
PDF
- Euro area government bonds were little changed after Christine Lagarde stated that the ECB was not complacent about the inflation outlook and that monetary policy would continue to play its role.
- Gilts made losses as the BoE postponed a scheduled purchase operation due to technical problems at the CREST settlement system.
Share