ECB: Centeno Sees No Reason Not To Cut In April

Mar-26 17:13

You are missing out on very valuable content.

Characteristically dovish comments from ECB's Centeno to Econostream: * "We still see, and it is in...

Historical bullets

US: Trump says Talks with Russia Proceeding "very well"

Feb-24 17:03

Trump's early summary of his meeting with Macron and suggests talks with Putin are proceeding "very well":

  • Russia-Ukraine War [...] would have never started if I was President
  • I emphasized the importance of the vital “Critical Minerals and Rare-Earths Deal” between the United States and Ukraine, which we hope will be signed very soon!
  • At the same time, I am in serious discussions with President Vladimir Putin of Russia concerning the ending of the War, and also major Economic Development transactions which will take place between the United States and Russia. Talks are proceeding very well!

     

GERMANY: Election Analyst Views Round-Up

Feb-24 17:01

Download Full Report Here

The German federal election on 23 February delivered an outcome that was widely expected, insofar as the conservative Christian Democratic Union (CDU) and centre-left Social Democrats (SPD) have emerged in a position to form a majority coalition, but also presents notable uncertainty. This largely centres on whether reforms to the constitutional debt brake will be possible given the ‘blocking minority’ held by the far-right Alternative for Germany (AfD) and far-left Die Linke (The Left). In this report we have selected key views and comments from various sell-side analysts covering the election and its implications for German politics and economic policy-making over the coming weeks and months. 

ITALY AUCTION PREVIEW: On offer this week

Feb-24 16:56

MEF has announced it will be looking to sell the following at its auction this Thusday, February 27:

  • E3.25-3.75bln of the new 2.95% Jul-30 BTP (ISIN tba, in line with our expectations)
  • E2.5-3.0bln of the 3.65% Aug-35 BTP (ISIN: IT0005631590)
  • E2.5-2.75bln of the 1.10% Apr-33 CCTeu (ISIN: IT0005620460)