Macro Round-up March 11th 2019

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...

Macro Round-up March 4th 2019

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...