by Patrick Kilduff | Mar 11, 2019 | Macro Round-up
The ECB meeting was as dovish as we expected. It is unlikely that interest rates will increase in 2019 as the Central Banks economic forecasts were materially downgraded. GDP growth for 2019 is now expected to be 1.1% (down from 1.7%) as the China slowdown, German...
by Niall Dineen | Mar 11, 2019 | Weekly Market Commentary
Weekly Market Comment – March 11th 2019After a strong start to the year equity markets weakened somewhat last week. Concerns over the strength of the global economy were fueled by the ECB cutting its economic forecasts for the Eurozone on Thursday, followed by...
by Patrick Kilduff | Mar 4, 2019 | Macro Round-up
The ECB meets this week and we expect them to be especially dovish in light of the subdued inflation figures released last week with core inflation of 1% y/y being particularly troubling for the ECB mandate. Investors will also begin to focus on Mario Draghi’s...
by Niall Dineen | Mar 4, 2019 | Weekly Market Commentary
Weekly Market Comment – March 4th 2019Financial markets remain in positive mood after the best yearly start for equities in almost twenty years. The political stress that cast a shadow over markets in the form of “Brexit” and a US-China trade war continues to...
