-The inside track on the Euro-
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Report 713 28 Nov 05 | European
Central Bank ECB Observer - Dec 1 Council Preview, one-off 50bp more suited to ECB concerns, 25bp possible compromise * we advised clients that the discussion in the ECB would be between those wanting a 50bp move and those wishing to wait. A 25bpmove would only be a compromise and the chances of 50bp were much higher than market consensus. The 25bp move on Dec 1st was indeed forced by the need for consensus.. |
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Report 686 20 Jun 05 | European Central
Bank ECB - Press speculation of early ECB rate cut should be discounted * we advised clients that the ECB would leave rates unchanged and that significant speculation both in the press and markets of an imminent cut in rates should be discounted. There was no cut in rates. |
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Report 637 05 Oct 04 | European
Central Bank ECB policy on hold - market expectation of 25bp by December premature * against the market consensus we advised clients that the ECB would leave rates unchanged, rates remained on hold throughout Q4 2004 |
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Report 595 31 Mar 04 | Germany -
Economy - Equities Sectoral Outlook: Recovery at crossroads * with partners based "on the ground" in the local markets we provide you with informed, independent sectoral coverage to aid your equity investment strategy |
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Report 586 29 Feb 04 | European
Central Bank ECB policy to remain unchanged 04Mar, market speculation premature * Despite much market speculation the ECB left rates unchanged at the 04 Mar meeting |
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Report 583 20 Feb 04 | EU -
Regulatory EU gender neutral life insurance proposal to sustain trend for longer dated bonds * our links with the advisory panels for a number of the EU regulatory bodies allow us to filter the vast amount of EU regulatory proposals and advise EZA clients on those which may effect their investment decisions |
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Report 542 24 Jun 03 | European
Central Bank Trichet to be surer hand at ECB helm - two part assessment of the potential impact of the Trichet appointment (1) *EZA consultancy clients were privately briefed well in advance of the appointment on the likely impact of Trichet, upon his appointment the following two part report was issued |
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Report 543 25 Jun 03 | European
Central Bank Pragmatic Trichet to bring more ECB integration - two part assessment of the potential impact of the Trichet appointment (2) |
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Report 527 11 May 03 |
European
Central Bank ECB strategy change implies more accommodative stance, downgrading of money, despite the rhetoric * Clients were briefed well in advance of the market that this strategy change was significant and implied a 50bp cut was the next step by the ECB, very much against market consensus at the time. The ECB cut rates by 50bps on June 5th |