 |
Report 374
21 Dec 01 |
France - Politics
Metall pay Rapid French/EU polarisation
raises political risk over euro |
|
Report 373
19 Dec 01 |
Germany - Politics
Rising probability of CDU/CSU win in German
Sep02 elections |
|
Trading Summary
17 Dec 01 |
Trading Executive
Summary
Brief, focused trading view from
EZA research team |
|
Diary
17 Dec 01 |
Euro Investment Diary
Vacation mood arrives, physical
arrival of euro looms |
|
Report 372
14 Dec 01 |
ECB - Monetary
ECB forecasts take on growing policy weight |
|
Report 371
13 Dec 01 |
Germany - Politics
IG Metall pay demand to damage Schröder
electioneering |
|
Report 370
12 Dec 01 |
Euro - Economy
Euro area GDP, strong V shaped recovery in
2002l |
|
Report 369
12 Dec 01 |
Euro - Economy
Sterling entry to euro becoming major asset
factor now |
|
Trading Summary
12 Dec 01 |
Trading Executive
Summary
Update - wage demands turn ECB
policy signals to red |
|
Diary
10 Dec 01 |
Euro Investment Diary
Long term focus shifts to EU Laeken
Summit plans |
|
Trading Summary
10 Dec 01 |
Trading Executive
Summary
Brief, focused trading view from
EZA research Team |
|
Report 368
07 Dec 01 |
ECB - Monetary
ECB analysis contains surprises under the
surface |
|
Report 367
05 Dec 01 |
Euro - Politics
EU Laeken Summit Dec. 14/15 to be flawed |
|
Report 366
03 Dec 01 |
ECB - Monetary
ECB easing unlikely at last 2001 chance
Thursday |
|
Diary
03 Dec 01 |
Euro Investment Diary
& Dec01 Investment Conclusions
Strategy for Long Term, Short Term,
Political risk/reward and ECB/interest rates |
|
Trading Summary
03 Dec 01 |
Trading Executive
Summary
Brief, focused trading view from
EZA research Team |
|
Report 365
30 Nov 01 |
Germany - Politics
SPD/FDP German coalition fundamentally
unstable |
|
Report 364
28 Nov 01 |
Euro - Economy
Big Three euro economies point to sharp 2002
recovery |
|
Report 363
27 Nov 01 |
Germany - Politics
Political risk rises as Germany slides into
recession |
|
Diary
26 Nov 01 |
Euro Investment Diary
Interest rate expectations to
continue to fall |
|
Trading Summary
26 Nov 01 |
Trading Executive
Summary
Brief, focused trading view from
EZA research Team |
|
Report 362
23 Nov 01 |
Euro - Economy
EC forecasts imply longer, deeper rate cycle
base |
|
Report 361
22 Nov 01 |
Germany - Politics
German coalition government in tatters,
early elections possible |
|
Report 360
20 Nov 01 |
Italy - Economy
Berlusconi gambles to transform Italy in
four months |
|
Diary
19 Nov 01 |
Euro Investment Diary
Market rate expectations high and
premature |
|
Trading Summary
19 Nov 01 |
Trading Executive
Summary
Brief, focused trading view from
EZA research Team |
|
Report 359
16 Nov 01 |
ECB - Monetary
ECB bulletin analysis implies rate cycle to
continue |
|
Report 358
15 Nov 01 |
Germany - Politics
CLIENT ALERT: rising probability of early
German elections |
|
Report 357
14 Nov 01 |
ECB - Monetary
ECB view signals rate cycle far from base
yet |
|
Report 356
13 Nov 01 |
Germany - Politics
Rising probability of new German SPD/FDP
coalition |
|
Diary
12 Nov 01 |
Euro Investment Diary
Profit taking after interest rate
horizon clears |
|
Trading Summary
12 Nov 01 |
Trading Executive
Summary
Brief, focused trading view from
EZA research Team |
|
Report 355
09 Nov 01 |
Euro - Markets
EU Resolution of EP/EC/Council conflict
positive to eurocap markets |
|
Report 354
08 Nov 01 |
ECB - Monetary
France unlikely to re-nominate ECB vice-president
in Jun02 |
|
Report 353
07 Nov 01 |
Euro Politics -
Enlargement
Poland EU enlargement negotations push ahead |
|
Report 352
06 Nov 01 |
Euro-Economy
ECB price prognosis swings back toward
disinflation |
|
Diary
05 Nov 01 |
Euro Investment Diary
Volatile week ahead, ECB rate cut
60% probability |
|
Trading Summary
05 Nov 01 |
Trading Executive
Summary
Brief, focused trading view from
EZA research Team |
|
Report 351
01 Nov 01 |
France- Politics
French political advantage drifts toward
traditional Right |
|
Report 350
31 Oct 01 |
Euro - Politics
Future EU shape to be underpinned by Dec00
Laeken summit |
|
Report 349
30 Oct 01 |
Euro - Fixed Income
Euro area/US bond markets to decouple |
|
Diary
29 Oct 01 |
Euro Investment Diary
French data Tuesday, Wednesday to
be watched |
|
Trading Summary
29 Oct 01 |
Trading Executive
Summary
Brief, focused trading view from
EZA research Team |
|
Report 348
26 Oct 01 |
ECB Monetary
Stronger M3 does not eliminate further ECB
easing |
|
Report 347
24 Oct 01 |
Germany - Politics
Schröder still set to win German federal
elections in Sep02 |
|
Report 346
23 Oct 01 |
ECB Monetary
ECB still on course for easing, perhaps this
Thursday |
|
Diary
22 Oct 01 |
Euro Investment Diary
70% chance of ECB rate cut Thursday |
|
Trading Summary
22 Oct 01 |
Trading Executive
Summary
Brief, focused trading view from
EZA research Team |
|
Report 345
18 Oct 01 |
ECB Monetary
Oct01 ECB bulletin shows rapid shift to
realistic view on inflation |
|
Report 344
17 Oct 01 |
Italy Politics
Rising Italy risk Berlusconi fails to
deliver structuralreforms |
|
Report 343
15 Oct 01 |
Germany - Economy
German high unemployment to bring fiscal
rethink |
|
Diary
15 Oct 01 |
Euro Investment Diary
Euro interest rates to resume down
trend |
|
Trading Summary
15 Oct 01 |
Trading Executive
Summary
Brief, focused trading view from
EZA research Team |
|
Report 342
12 Oct 01 |
ECB Monetary
ECB shifts view; further easing postponed
not cancelled |
 |
Report 341
11 Oct 01 |
Euro Politics
Continued US/UK military/political risk
gives edge to Euro area |
|
Report 340
10 Oct 01 |
Germany - Economy
German economy to stagnate near term; rising
unemploymentthreat to Schröder (1) |
|
Report 339
08 Oct 01 |
ECB Monetary
ECB view shifting but probable cut cannot be
signalled |
|
Diary
08 Oct 01 |
Euro Investment Diary
inc October 01 Investment Conclusions
25 bp ECB rate cut likely Thursday |
|
Trading Summary
08 Oct 01 |
Trading Executive
Summary
Brief, focused trading view from
EZA research Team |
|
Report 338
03 Oct 01 |
Euro Economy
Euro area heading for GDP stagnation near
term |
|
Report 337
02 Oct 01 |
ECB-Monetary
Despite Issing warnings, ECB to react to
slowdown, confidence |
|
Report 336
01 Oct 01 |
Euro-Enlargement
New Polish government to keep EU accession
on track |
|
Diary
01 Oct 01 |
Euro Investment Diary
ECB focus moves to slower credit |
|
Trading Summary
01 Oct 01 |
Trading Executive
Summary
Brief, focused trading view from
EZA research Team |
|
Report 335
28 Sep 01 |
Euro-Economy
Euro less than five years away from 18-20
constituent members |
|
Report 334
27 Sep 01 |
Euro-Economy
Capital flows reversal even before US
attacks points at euro/dollar rise |
|
Report 333
26 Sep 01 |
Germay-Politics
Germany's SPD/Green Party coalition to
collapse |
|
Report 332
24 Sep 01 |
ECB-Monetary
ECB bulletin analysis leaves door open for
further easing |
|
Diary
24 Sep 01 |
Euro Investment Diary
ECB unlikely to cut rates Thursday |
|
Trading Summary
24 Sep 01 |
Trading Executive
Summary
Brief, focused trading view from
EZA research Team |
|
Report 331
20 Sep 01 |
Germay-Politics
Political/country risk rises as Germany
prepares US military support |
|
Report 330
20 Sep 01 |
Euro-Economy
EcoFin/Eurogroup likely to agree looser
budget policy |
|
Trading Summary
20 Sep 01 |
Trading Executive
Summary
Brief, focused trading view from
EZA research Team |
|
Report 329
18 Sep 01 |
Euro-Economy
US attacks to bring swift, sharp euro rise
vs dollar, yen (3) |
|
Report 328
17 Sep 01 |
Euro-Politics
Worst-case impact of US attacks: weak
dollar, rising UK risk (2) |
|
Report 327
17 Sep 01 |
Euro-Economy
US attacks mean strong monetary easing in
dlr, euro areas (1) |
|
Trading Summary
17 Sep 01 |
Trading Executive
Summary
Brief, focused trading view from
EZA research Team |
|
Diary
17 Sep 01 |
Euro Investment Diary
Economic fall-out post-US attacks
to dominate week ahead |
|
Diary
10 Sep 01 |
Euro Investment Diary
ECB to leave rates unchanged
Thursday |
|
Report 326
06 Sep 01 |
ECB-Monetary
ECB in no hurry to make further easing after
Aug 30 cut |
|
Report 325
05 Sep 01 |
Euro-Economy
German, French, Italian GDP vulnerable to
Japan/Asia |
|
Diary
03 Sep 01 |
Euro Investment Diary
& September 01 Investment Conclusions
Euro area recovery hopes premature |
|
Report 324
31 Aug 01 |
ECB-Monetary
ECB cuts, admitting underestimation of US
slowdown |
|
Report 323
30 Aug 01 |
Euro-Politics
Polish troubles to last beyond Sep01 general
election |
|
Report 322
30 Aug 01 |
ECB Monetary
ECB policy document shifts focus off 'first
pillar' M3 |
|
Report 321
28 Aug 01 |
Germany Economy
German
output, economy to deteriorate through 2H01 |
|
Diary
27 Aug 01 |
Euro Investment Diary
Strong probability of ECB cut
Thursday |
|
Report 320
23 Aug 01 |
ECB Monetary
ECB prepares ground for easing to re-start |
|
Report 319
22 Aug 01 |
Germany-Politics
Germany¹s Schröder rejects Keynesian
approach to economic downturn |
|
Diary
20 Aug 01 |
Euro Investment Diary
Euro/dollar to be boosted further
by growing interest rate differential |
|
Report 318
26 July 01 |
Euro Economy
ECB cycle lag means small cut possible Aug.
2, more likely later (2) |
|
Report 317
24 July 01 |
Euro Economy
Pressure on long-end yields may take bunds
to 4.50% (1) |
|
Diary
23 July 01 |
Euro Investment Diary
Holiday lull descends on euro area |
|
Report 316
19 July 01 |
ECB Monetary
ECB to delay easing unnecessarily to late
summer (2) |
|
Diary
16 July 01 |
Euro Investment Diary
ECB council meeting: Euribor
expiries Mar02,end 2003 value |
|
Report 315
16 July 01 |
ECB Monetary
Worsening economy better guide to ECB than
Duisenberg (1) |
|
Report 314
11 July 01 |
France Politics
French presidential ambitions of Chirac
dashed |
|
Diary
09 July 01 |
Euro Investment Diary
EU Budget debate heats up &
lack of confidence in ECB keeps pressure on Euro/Dollar |
|
Report 313
06 July 01 |
Germany Politics
German pre-election run-up; CSU's Stoiber
considerspulling out |
|
Report 312
03 July 01 |
Euro Enlargement
Former Communist SLD to head next Polish
government |
|
Report 311
02 July 01 |
ECB Monetary
ECB easing cycle to continue soon, perhaps
Thursday (3) |
|
Diary
02 July 01 |
Euro Investment Diary
& July 01 Investment Conclusions
Market focus turns to ECB easing on
Thursday |
|
Report 310
29 June 01 |
Italy Economy
Italy tax cuts highlight further budget
deficit risks |
|
Report 309
27 June 01 |
ECB Monetary
Euribor shows value as ECB prepares to cut |
|
Report 308
26 June 01 |
Italy Economy
Italy's fiscal targets sliding out of
control |
|
Diary
25 June 01 |
Euro Investment Diary
Economic picture for ECB easing
firmly in place |
|
Report 307
22 June 01 |
ECB Monetary
ECB prepares defining moment, cuts
inappropriate for many |
|
Report 306
21 June 01 |
Euro Enlargement
EU enlargement target date likely to be
missed |
|
Report 305
19 June 01 |
ECB Monetary
ECB Watchers Conference conclusions |
|
Report 304
18 June 01 |
Spain Economy
Spanish inflation highs send warning signals |
|
Diary
18 June 01 |
Euro Investment Diary
Analysts, Data, Markets, to focus
on ECB |
|
Report 303
15 June 01 |
ECB Monetary
ECB issues false policy signals in Issing/bulletin
focus |
|
Report 302
14 June 01 |
Euro Politics
EU enlargement, economy, future, main themes
of EU summit |
|
Report 301
12 June 01 |
Euro Economy
BIS pessimistic over rapid global recovery
from technology cycle |
|
Report 300
11 June 01 |
Germany Politics
Contest for CDU/CSU German chancellor
candidate begins |
|
Diary
11 June 01 |
Euro Investment Diary
Focus turns to EU Gothenburg summit
at weekend |
|
Report 299
08 June 01 |
ECB Monetary
ECB warns of intervention but near-term
action unlikely |
|
Report 298
07 June 01 |
Euro Politics
EC President Prodi sees EU as world power,
EC as central govt |
|
Report 297-06 June 01 |
ECB Monetary
ECB internal M3 disarray downgrades role of
money (2) |
|
Diary
04 June 01 |
Euro Investment Diary
Little chance of ECB rate cut this
Thursday |
 |
Report 296
- 31 May 01 |
ECB Monetary
Issing details ECB M3 approach,
euro currency risks (1) |
|
Report 295
- 30 May 01 |
Germany Politics
Germany's Schröder prepares
election campaign |
|
Report 294
- 29 May 01 |
Euro Fiscal
EU to condone wider Berlin, Paris,
Rome budget deficits |
|
Report 293
- 28 May 01 |
Euro Economy
New US/euro rate differentials
support for euro |
|
Diary
- 28 May 01 |
Euro Investment Diary
ECB rate picture emerges, post-Duisenberg
testimony, M3 release |
|
Report 292
- 25 May 01 |
Euro Politics
Spanish attempt to coerce more
cohesion funds to fail |
|
Report 291
- 23 May 01 |
Euro Politics
Schröder EU plan-Schäuble/Lamers
paper shows German way ahead (ii) |
|
Report 290
- 22 May 01 |
ECB Monetary
ECB's M3 analysis signals easing
bias likely to remain |
|
Diary
- 21 May 01 |
Euro Investment Diary
Quiet week ahead; focus on Ifo, new
Italian govt |
|
Report 289
- 18 May 01 |
France Politics
Jospin to reject Schröder's Europe
blueprint next month |
|
Report 288
- 17 May 01 |
Italy Politics
Italy vote promises political
stability to match euro |
|
Report 287
- 16 May 01 |
Germany Economy
Germany, Italy 1Q01 GDP steady but
fiscal slippage coming |
|
Report 286
- 15 May 01 |
Euro Politics
1994 'Core Europe' paper is basis
for Schröder ideas (i) |
|
Report 285
- 14 May 01 |
Euro Economy
Euro area slowdown implies pause in
fiscal consolidation |
|
Diary
- 14 May 01 |
Euro Investment Diary
Focus on euro area output strength |
|
Report 284
- 11 May 01 |
ECB Monetary
ECB rate cut sparked by slowing M3
money supply |
|
Report 283
- 11 May 01 |
Germany Politics
Germany's FDP moves closer to
SPDcoalition post-election |
|
Report 282
- 10 May 01 |
Spain Politics
Inflation concerns to hurt Spain's
reforms |
|
Report 281
- 09 May 01 |
Spain Economy
Spain cuts growth expectations as
US slowdown bites |
|
Diary
- 07 May 01 |
Euro Investment Diary
and May01 Investment Conclusions
ECB likely to leave rates unchanged
Thursday |
|
Report 280
- 04 May 01 |
ECB Monetary
Mar01 euro M3 soft again despite
rise in headline growth |
|
Report 279
- 03 May 01 |
Euro Politics
Germany's Schröder pushes for
European federalism |
|
Report 278
- 01 May 01 |
ECB Monetary
High headline inflation rules out
ECB easing near term |
|
Report 277
- 30 Apr 01 |
Euro Fiscal
Hold-up to Lamfalussy cap markets
reform plan emerging |
|
Diary
- 30 Apr 01 |
Euro Investment Diary
Focus shifts towards May 10 ECB
meeting |
|
Report 276
- 27 Apr 01 |
Germany Politics
German pension reform gets go-ahead
on May 11 |
|
Report 275
- 25 Apr 01 |
ECB Monetary
ECB to adjust M3 to show growth
undershooting reference (2) |
|
Report 274
- 24 Apr 01 |
ECB Monetary
Inflation, jobs are timing elements
for ECB now (1) |
|
Diary
- 23 Apr 01 |
Euro Investment Diary
No ECB rate cut this Thursday |
|
Report 273
- 20 Apr 01 |
Euro Politics
Germany take-over law Jan02
positive for equities |
|
Report 272
- 17 Apr 01 |
Euro Monetary
EC spring forecast to make growth
revisions |
|
Report 271
- 17 Apr 01 |
German Politics
German coalition to change to SPD/FDP
(2) |
|
Report 270
- 17 Apr 01 |
ECB Monetary
ECB to revisit easing decision over
next two meetings |
|
Diary
- 17 Apr 01 |
Euro Investment Diary
Focus on ECB monthly bulletin,
Thursday |
|
Report 269
- 12 Apr 01 |
Italy Politics
Italian political risk premium to
rise |
|
Report 268
- 11 Apr 01 |
ECB Monetary
ECB under huge pressure to ease
now; euro outlook shifts |
|
Report 267
- 09 Apr 01 |
France Politics
French PM Jospin - fiscal and
political priorities to conflict |
|
Diary
- 09 Apr 01 |
Euro Investment Diary
Focus on ECB meeting Wednesday |
|
Report 266
- 06 Apr 01 |
Euro Enlargement
Hungary inflation to fall in longer
term |
|
Report 265
- 05 Apr 01 |
Euro Politics
EU makes progress on enlargement,
free labour movement |
|
Report 264
- 04 Apr 01 |
ECB Monetary
Money, credit data make Apr. 11 ECB
cut 70% probable |
|
Report 263
- 03 Apr 01 |
Spain Economy
Spanish inflation steadying, GDP
growth falling |
|
Report 262
- 02 Apr 01 |
France Economy
French 2001 demand, investment,
assets to outperform (2) |
|
Diary
- 02 Apr 01 |
Euro Investment Diary
& Apr01 Investment Conclusions
Mar01 business climate index to
signal need for easing |
|
Report 261
- 032901 |
German Politics
German SPD/FDP federal government
possible in 2002 |
|
Report 260
- 032701 |
ECB Monetary
Trichet remark signals new ECB M3/network
price view (2) |
|
Report 259
- 032601 |
ECB Monetary
ECB to cut in similar monetary
environment to Mar99 (1) |
|
Diary
- 032601 |
Euro Investment Diary
Markets to focus on ECB meeting
Thursday |
|
Report 258
- 032301 |
Italy-Economy
Berlusconi to win Italian poll but
tax reforms to slow |
|
Report 257
- 032301 |
France-Economy
French 2001 GDP likely to be mirror
image of 2000 (1) |
|
Report 256
- 032201 |
Euro-Politics
Polish domestic political risks
continue to fall |
|
Report 255
- 032001 |
ECB Monetary
ECB loan analysis signals all-clear
on asset bubble fears |
|
Diary
- 031901 |
Euro
Investment Diary
Market focus on Fed cuts, falling
euro/dlr |
|
Report 254
- 031601 |
Germany-Politics
SPD win in German Mar01 elections
to give Bundesrat control |
|
Report 253
- 031501 |
France-Politics
French municipal vote pushes Jospin
policy to left |
|
Report 252
- 031301 |
Euro-Fiscal
EU finance ministers approve EC
policy guidelines |
|
Diary
- 031201 |
Euro
Investment Diary
ECB to leave rates unchanged
Thursday |
|
Report 251
- 030901 |
ECB
Monetary
ECB bulletin keeps focus on cut
earlier than most expect |
|
Report 250
- 030701 |
Italy-Politics
Berlusconi to shake off Rutelli
challenge |
|
Report 249
- 030601 |
ECB-Monetary
Euro money, credit conditions may
prompt early ECB policy easing |
|
Diary
- 030501 |
Euro
Investment Diary
Political focus moves to French
municipal elections |
|
Report 248
- 030201 |
France-Politics
Potential move of French PM Jospin
to centre |
|
Report 247
- 030201 |
Euro-Fiscal
Euro pensions plans to boost demand
for bonds |
|
Alert 01
- 030101 |
EZA Client
Alert
ECB not to cut rates today but
pressures rising |
|
Report 246
- 022801 |
Germany-Politics
Green Party weakness makes SPD/FDP
coalition likely in 2002 |
|
Report 245
- 022701 |
Euro-fixed
Income
New German debt agency to boost
swaps, shorten maturities |
|
Diary
- 022601 |
Euro
Investment Diary
ECB Meeting to leave rates
unchanged |
|
Report 244
- 022301 |
ECB-Monetary
Slowing M3 to add strong element
for ECB rate cut |
|
Report 243
- 022201 |
Euro-Politics
EU heading towards federative state-like
body |
|
Report 242
- 021901 |
Euro-Economy
US slowdown, Japan concerns boost
focus on Mar. 29 ECB council |
|
Diary
- 021901 |
Euro
Investment Diary
Confidence indicators give clue to
euro area cycle |
|
Report 241
- 021601 |
ECB
Monetary
Mar.29 earliest easing chance for
ECB |
|
Report 240
- 021601 |
Germany
Politics
End to Schröder¹s reform drive
keeps pressure on euro/dlr |
|
Report 239
- 021501 |
Italy
Politics
New party formed to erode Berlusconi support |
|
Report 238
- 021201 |
Euro-Monetary
ECB signals monetary stance now neutral |
|
Diary
- 021201 |
Euro
Investment Diary
ECB meeting Thursday to leave rates
unchanged |
|
Report 237
- 020901 |
Euro-Enlargement
EC/ECB move to accommodate currency boards |
|
Report 236
- 020901 |
Euro-Politics
EC to take more active role in policy
setting |
|
Report 235
- 020201 |
Germany-Politics
Schröder keeps SPD/GreenParty alliance
solid |
|
Diary
- 020501 |
Euro
Investment Diary
Data releases/Feb01 bulletin to
signal ECB easing timing |
|
Report 234
- 020201 |
ECB-Monetary
Duisenberg analysis boosts possibility of
Mar01 ECB easing |
|
Report 233
- 013001 |
Euro-Monetary
Slowing euro M3 growth favourable to ECB
easing in 2-3mths |
|
Diary
- 012901 |
Euro
Investment Diary
Thursday ECB meeting to leave rates
unchanged |
|
Report 232
- 012601 |
France-Politics
French Mar01 municipal vote to help decide
reform program |
|
Report 231
- 012501 |
Euro-Monetary
Poland budget agreement to boost convergence
plays |
|
Report 230
- 012401 |
Euro-Economy
US-euro bond gap to turn negative; equities
to outperform (2) |
|
Report 229
- 012301 |
Euro-Economy
Euro curve likely to steepen as US/global
slowdown deepens |
|
Diary
- 012201 |
Euro
Investment Diary
Focus on euro/dlr, US/ECB policy
signs |
|
Report 228
- 011901 |
Euro-Monetary
Euro promotion in Asia to have limited
success |
|
Report 227
- 011801 |
Euro-Fiscal
Duisenberg, Issing to give economic view to
Eurogroup/EcoFin |
|
Report 226
- 011701 |
Germany-Politics
Ratification of pension reform to come in
Mar01 |
|
Report 225
- 011501 |
ECB-Monetary
ECB plays down US, Japan economic weakness |
|
Diary
- 011501 |
Euro
Investment Diary
Focus to turn to OPEC
outputdecision Wednesday |
|
Report 224
- 011201 |
Euro-Politics
Swiss vote on EU membership negotiations on
Mar4 |
|
Report 223
- 011101 |
Italy-Politics
Italy's Berlusconi being scrutinised on
policies, health |
|
Report 222
- 011001 |
Euro-Fiscal
Euro4 lighten 10yr funding plans in 2001 |
|
Report 221
- 010901 |
Euro-Fixed
Income
Lack of political will hindering single euro
financial market |
|
Report 220
- 010901 |
ECB
Monetary
ECB to respond to external, not domestic
conditions (2) |
|
Diary
- 010801 |
Euro
Investment Diary
Long euro yields near base? |
|
Report 219
- 010501 |
ECB-Monetary
ECB policy reassessment begins after
aggressive Fed easing |
|
Report 218
- 010401 |
Germany
Politics
German reform drive to slow, negative factor
for euro |
|
Report 217
- 010301 |
Euro-Currency
Re-focus on reform gap, risk likely to slow
euro rise after 1Q01 |
|
Report 216
- 010201 |
France
Economy
France signals 'official opposition' to ECB
in 2001 |
|
Diary
- 010201 |
Euro
Investment Diary
ECB tone to shift as US economic
concerns rise, but no change in euro credit policy on
Thursday |
|
Report 215
- 122200 |
ECB
Monetary
ECB differs from Fed; sees bigger risks for
prices than growth |
|
Report 214
- 122100 |
Euro-Politics
Post-Nice EU divides to result in east vs
south split |
|
Report 213
- 122000 |
Spain
Economy
Spanish CPI, wages to be focus of ECB,
ratings in Jan01 |
|
Report 212
- 121900 |
Euro-Politics
Nice Summit starts shift east of European
power,investment (2) |
|
Diary
- 121800 |
Euro
Investment Diary
Euro/dlr strengthening to boost
eurobonds/equities |
|
Report 211
- 121500 |
ECB
Monetary
ECB staff projections should quantify upward
price risks |
|
Report 210
- 121500 |
Italy-Economy
Italian competitiveness risks Spain-style
ratings focus |
|
Report 209
- 121400 |
Euro-Politics
EU problems from Nice reflect fundamental
differences |
|
Report 208
- 121300 |
ECB-Monetary
ECB decisions tomorrow/Dec. 20 to change
euro rate pricings |
|
Report 207
- 121200 |
Euro-Fixed
Income
Euro bond co-ordination derailed by German-French
contest |
|
Report 206
- 121100 |
Euro-Fixed
Income
Efforts to co-ordinate euro sovereign bond
issuance suspended |
|
Diary
- 121100 |
Euro Investment Diary |
|
Report 205
- 120800 |
Germany
Politics
German US-style pension funds move is
tactical manoeuvre |
|
Report 204
- 120700 |
Euro-Fiscal
ECB/EC concerned over fiscal expansion,
output gaps |
|
Report 203
- 120500 |
ECB
Monetary
Low productivity makes ECB wary on potential
output/M3 (2) |
|
Report 202
- 120500 |
Euro-Politics
EU summit unlikely to impact euro or asset
prices |
|
Report 201
- 120400 |
ECB-Monetary
Equities, not bonds, to provide best post-Nice
CEEconvergence |
|
Diary
- 120400 |
Euro Investment Diary |
|
Report 200
- 120100 |
Euro-Enlargement
EU candidates very unlikely to enter euro
two years later |
|
Report 199
- 120100 |
ECB
Monetary
ECB tightening bias in place after Oct00 M3
but no action yet |
|
Report 198
- 113000 |
France-Politics
French Left threaten fiscal deficit,
privatisation schedule |
|
Report 197
- 112700 |
France-Economy
3Q00 GDP shows France hostage to fortune
from US hardlanding |
|
Diary
- 112700 |
Euro Investment Diary |
|
Report 196
- 112400 |
Italy
Politics
Huge Italian election uncertainty over
Berlusconi,Rutelli |
|
Report 195
- 112400 |
Euro-Economy
2001 euro GDP outlook buoyant; ECB policy
mix risk remains |
|
Report 194
- 112200 |
Euro-Economy
Average real GDP growth for euro area 3%
next year |
|
Report 193
- 112100 |
Euro-Enlargement
EU rules out 'euro-isation in enlargement
run-up |
|
Report 192
- 112000 |
Euro Fixed-Income
Gradual EU pension reforms to boost long-end
euro fixed income |
|
Diary
- 112000 |
Euro Investment Diary |
|
Report 191
- 111700 |
Germany-Fiscal
Eichel plans on debt/deficits may signal
euro area fiscal rethink |
|
Report 190
- 111600 |
Euro-Enlargement
EU enlargement unlikely before mid-2004
despite EC road map (1) |
|
Report 189
- 111500 |
ECB
Monetary
ECB interventions aim at growth rebalance
not reserve selloff |
|
Report 188
- 111500 |
ECB
Monetary
Probability of further ECB tightening this
year drops sharply |
|
Diary
- 111300 |
Euro Investment Diary |
|
Report 187
- 111000 |
Euro-Economy
Old age report fails to address specific
burden on public finances |
|
Report 186
- 110900 |
Germany
Politics
Polls point to Schroeder win in 2002; CDU/CSU
attacks misjudged |
|
Report 185
- 110700 |
Euro
Economy
Financial flows offer no clear near-term
comfort to euro |
|
Diary
110600 |
Euro Investment Diary |
|
Report 184
- 110300 |
Euro -
Fixed Income
Yield curve to flatten further as euro
interest rates climb |
|
Report 183
- 110200 |
ECB
Monetary
One more ECB rate rise likely this year,
more to come in 2001 |
|
Report 182
- 110100 |
Euro-Politics
Nice decision on EU enlargement to boost
candidates' markets |
|
Report 181
- 103100 |
ECB
Monetary
Sep00 M3/credit shows rising rates are
trapping liquidity
|
|
Report 180
- 103000 |
Italy
Politics
Italy's Rutelli follows Blair-Schröder; election chance
slim |
|
Diary
103000 |
Euro Investment Diary
|
|
Report 179
- 102700 |
Euro-Fixed-Income
Growing case to boost benchmark governments,
pfandbriefe |
|
Report 178
- 102600 |
ECB-Monetary
ECB focus on monetary overhang implies
overtightening to come |
|
Report 177
- 102500 |
Germany-Economy
German fiscal stance to add to weak euro
pressure on ECB rates |
|
Report 176
- 102400 |
France
Politics
Nov00 French government meeting to show left
policy direction |
|
Report 175
- 102300 |
Euro-Politics
EU Nice Treaty probability rises;
enlargement risk declining |
|
Diary
102300 |
Euro Investment Diary
|
|
Report 174
- 102000 |
Euro-Markets
European corporate/high-yield sector lags US
but long-term view +ve as greater liquidity appears |
|
Report 173
- 101900 |
ECB-Monetary
ECB forced to raise rates sooner, higher to
nip first signs of embedded inflation |
|
Report 172
- 101900 |
Europe-Economy
ECB intervention spectre fades, internal ECB/Eu
structural and personal divides emerge |
|
Report 171
- 101900 |
German-Politics
Unions dictate Schröder agenda; supply side/policy
compromises made to push pension reform through, win Mar01
elections |
|
Report 170
- 101700 |
Euro-Economy
Growth not inflation dominates fixed-income
expectations; but inflation suggests ECB rate hikes |
|
Report 169
- 101600 |
Euro-Economy
EU plans multi-pronged strategy against
higher oil prices; examines tax, intl. relations, energy
diversification |
|
Diary
101600 |
Euro Investment Diary
|
|
Report 168
- 101300 |
Euro-Markets
Privatisation of euro government debt to go
further due telcoms
|
|
Report 167
- 101300 |
Euro-Economy
EU to deepen Russia energy/finance links due
to OPEC/mid-East |
|
Report 166
- 101200 |
France
Politics
France takes pensions down opposite path to
EU, EC |
|
Report 165
- 101100 |
Euro-Politics
EU political union inadequacies to undermine
euro |
|
Report 164
- 101100 |
Euro-Markets
FX market not ready to accept Issing capital
reversal forecast |
|
Report 163
- 101000 |
Euro-Economy
Spain, Netherlands 2001 wages unlikely to
add to ECB concerns
|
|
Report 162
- 100900 |
France
Economy
French household confidence fall may re-awaken
old habits |
|
Report 161
- 100900 |
Spain
Economy
Spain aims at 2001 budget balance but
inflation risk is rising |
|
Diary
100900 |
Euro Investment Diary
|
|
Report 160
- 100600 |
Euro
Markets
Greek spread vs bunds to reach 50-55bp as
drachma risk fades
|
|
Report 159
- 100600 |
Euro
Politics
Denmark anti-euro vote marks EU reform/institution
watershed |
|
Report 158
- 100500 |
ECB
Monetary
ECB rate rise driven by wage worries; policy-mix
clash coming |
|
Report 157
- 100500 |
Euro
Economy
German, Italian wages pose little threat to
euro policy mix |
|
Report 156
- 100400 |
Euro
Economy
French public wage demands to threaten 35hr moderation
deal |
|
Report 155
- 100400 |
Euro
Markets
Currency market likely to test ECB on euro
downside near term
|
|
Report 154
- 100300 |
Euro
Economy
Euro nears bottom; shifting policy mix
indicates upweight
|
|
Report 153
- 100200 |
Euro
Economy
EU to encourage private provision via cross-border tax
relief |
|
Diary
100200 |
Euro Investment Diary
|
|
Report 152
- 092900 |
ECB
Monetary
ECB policy on hold Thursday but concern over fiscal
stance, wages rising |
|
Report 151
- 092900 |
Euro
Markets
4Q00 likely to be difficult for euro yields;
5.50-60% possible |
|
Report 150
- 092800 |
Italy
Economy
Italian 2001 budget to continue euro
expansionary trend
|
|
Report 149
- 092800 |
Euro
economy
Euro group unlikely to approve strategic oil
reserves release |
|
Report 148
- 092700 |
Euro-Politics
Denmark euro referendum crucial for EU
reform, enlargement
|
|
Report 147
- 092600 |
Euro-Markets
ECB action means euro may not break all-time
lows after Denmark
|
|
Report 146
- 092600 |
France
Politics
French political scandals threaten Chirac,
boost demand side |
|
Report 145
- 092500 |
Euro
economy
Denmark No vote to hit UK euro referendum
plans, boost sterling |
|
Report 144
- 092500 |
ECB
Monetary
ECB concern over pro-cyclical fiscal
policies, wages grows as governments unveil 2001 budgets |
|
D iary
092500 |
Euro Investment Diary
|
|
Report 143
- 092500 |
Germany-Politics
Support Rebounds For German Right Over Oil,
Europe; Merz Now Likely Chancellor Candidate |
|
Report 142
- 092100 |
France
Economy
French 2001 Fiscal Plans Risk Sparking
Tighter ECB Monetary Stance Than Priced In (1) |
|
Report 141
- 091900 |
ECB
Monetary
1980s Paradigm Shows Euro/Dollar Overshoot
To Go Further; ECB Intervention Possible Now |
|
Report 140
- 091800 |
Euro
Enlargement
Hungarys Cancellation Of Cut In Forint Crawl
Indicates E. Eur. Inflationary Impact Of Euro Peg |
|
Diary
091800 |
Euro Investment Diary
|
|
Report 139
- 091500 |
Euro-Politics
Denmark Euro Sentiment Hit By Rubber Stamp
Austria Sanctions Report; No Vote Still Likely |
|
Report 138
- 091400 |
Italy
Economy
Berlusconi Italian Economic Program: Lower
Taxes, Private Pensions, Privatisation In US of Europe |
|
Report 137
- 091400 |
Euro Fixed
Income
EU Decision On German Savings Banks Unlikely
To Bring Near-Term Bank Bond Downgrade |
|
Report 136
- 091100 |
Germany
Politics
German Pension Reform To Inject Capital Into
Funds, Equities; Key For Schröders 2002 Re-election
Strategy |
|
Diary
091100 |
Euro Investment Diary
|
|
Report 135
- 090800 |
Euro-Economy
Sudden Euro Yield Divergence Reflects Oil
Shock Nerves Equating EMU To Bretton Woods |
|
Report 134
- 090700 |
Italy
Economy
Italy Considers Deeper Fiscal Expansion In
2001; May Set Scene For Further ECB Tightening |
|
Report 133
- 090700 |
France
Economy
Demand-Side French Tax Cuts To Support
Equities; Leave Room For Further 2001 Political Moves |
|
Report 132
- 090500 |
Euro-Enlargement
Need For EU Enlargement Date Likely Agreed
In Nice In Dec00; East Europe Asset Boost Coming |
|
Diary
090400 |
Euro Investment Diary
|
|
083100
|
EZA Investment Conclusions
|
|
Report 131
- 083000 |
ECB
Monetary
ECB Likely To Resist Fulfilling Entire
Market Rate Move; Jul00 M3 Highlights Analysis Problem |
|
Report 130
- 083000 |
Germany
Economy
German UMTS/Privatisation Proceeds Unlikely
To Cut 4Q00 Bund Issuance Significantly |
|
Report 129
- 082800 |
Germany
Politics
German Private Pension Reform Ratification
Near Certain; Likely To Boost Euro Equities |
|
Diary
082800 |
Euro Investment Diary
|
|
Report 128
- 082500 |
Euro -
Fixed Income
Sovereign Debt Harmonisation Seen Balancing
Monetary Policy Impact, Stability Pact Risks (2) |
|
Report 127
- 082500 |
Euro -
Fixed Income
Case For European Treasury Mounts As Post-EMU
Bond Landscape Starts To Emerge (1) |
|
Report 126
- 082300 |
ECB
Monetary
ECB Being Pulled Quickly Into Tighter
Policy; Probably Next Week (2) |
|
Report 125
- 082100 |
Euro
Politics
Austrian EU Sanctions Likely To Be Lifted In
Sep00; Cuts Political Risk Over EU |
|
Diary
082100 |
Euro Investment Diary
|
|
Report 124
- 081800 |
Euro Fixed
Income
Downward Pressure On Euro Ahead Of Danish
Vote May Boost Swedish Krona Vs Sterling |
|
Report 123
- 081700 |
Germany
Politics
Schröder Tax Victory Underlines SPD Shift
To Political Centre In Germany |
|
Report 122
- 081500 |
ECB
Monetary
ECB Likely To Calm Markets Aggressive Upward
Rate Tug Despite Hawkish Bulletin Tone (1) |
|
Report 121
- 081400 |
Spain
Politics
Spains Socialists Move Decisively To Centre,
Setting Strong Long-Term Euro Asset Scenario |
|
Diary
081400 |
Euro Investment Diary
|
|
Report 120
- 072800 |
ECB
Monetary
Euro M3/Credit Slowdown To Cause ECB To
Resist Upward Rate Tug Of Market |
|
Report 119
- 072800 |
ECB
Monetary
Productivity/Relative Price Debate To Decide
If ECB Follows Market Toward Tighter Stance (1) |
|
Report 118
- 072400 |
Italy
Politics
Berlusconi Backs Away From Early Italian
Election; To Bolster European Links |
|
Diary
072400 |
Euro Investment Diary
|
|
Report 117
- 072100 |
France
Economy
Coming French Corporate Tax Cuts Aimed To
Parallel German |
|
Report 116
- 072000 |
Spain
Economy
Central Bank Loses Influence In Inflation
Debate; Madrid May Balance Budget |
|
Report 115
- 071800 |
ECB
Monetary
ECB Hints Will Not Automatically Track
Inflation, Shifts Stress Toward Policy Mix |
|
Diary
071700 |
Euro Investment Diary
|
|
Report 114
- 071400 |
Germany
Politics
German Tax Reform Vote To Boost Schröder;
Renew Focus On FDP/Green Choice |
|
Report 113
- 071100 |
France
Economy
French Economic Weakness In 2001 Likely To Bring New Tax
Debate But Few other Reforms |
|
Report 112
- 071000 |
Germany
Economy
Germany Moving To Active Employment Policy;
Even Unions Examining New Ideas |
|
Diary
071000 |
Euro Investment Diary
|
|
Report 111
- 070700 |
Euro
Politics
Austria Collision Course With EU/France
Boosts Risk Over Denmark Vote/IGC/Euro |
|
Report 110
- 070600 |
Euro
Economy
French Political Timetable To Give Leftist
Thrust To EU Economic Initiatives |
|
Report 109
- 070400 |
Italy
Economy
Italy Inflation Gap Poses Greater Risk To
Euro Than Spain, Ireland |
|
Diary
070300 |
Euro Investment Diary
|
|
Report 108
- 063000 |
Germany -
Politics
German CDU/CSU May Block Tax Reform As
Revenge For Schröder Tactical Success |
|
Report 107
- 063000 |
ECB
Monetary
ECB M3 Focus May Be Leading Toward
Bundesbanks Apr96 Dilemma (3) |
|
Report 106
- 062900 |
ECB
Monetary
ECB Attempt To Hold Rates Down Implies
Volatility, Uncertainty (2) |
|
Report 105
- 062600 |
Euro
Enlargement
EU Accession Start In 2005 Likely To Be Set
In Nice; German Backing For Poland Grows |
|
Diary
-062600 |
Euro Investment Diary
|
|
Report 104
- 062300 |
Euro-Economy
Ireland Becomes Test Case For ECB/EC Inflation Orthodoxy,
Euro Accession Process |
|
Report 103
- 062200 |
ECB
Monetary
Official Doubts Grow Over Wisdom, Coherence
Of ECB Policy, Institutional Stance (1) |
|
Report 102
- 062000 |
Germany
Politics
Schröder's Reformist Zeal to Bring Pension/Tax
Changes in Jan01, Including On Bank Stakes |
|
Report 101
- 061900 |
France
Politics
French Five-Year Presidential Term To
Strongly Impact Political Balance |
|
Diary
-061900 |
Euro Investment Diary
|
|
Report 100
- 061500 |
Euro
Politics
Euro To Come Under Pressure If Denmark EMU Rejection Hits
Sweden, UK |
|
Report 99
- 061500 |
ECB
Monetary
Euro Policy Mix Now Becoming Major Focus Of
ECB Policy, EU Discussion |
|
Report 98
- 061400 |
Euro -
Economy
Productivity Is Key To Duplicating US Price
Success Now |
|
Report 97
- 060100 |
Brussels
Politics :
France Plans Extra EU Summit; Informal Accord With Berlin
On Some IGC |
|
Diary
-061200 |
Euro Investment Diary
|
|
Report 96
- 060100 |
Germany
Economy :
German 2001 Budget Spending To Influence Euro Policy Mix,
ECB |
|
Report 95
- 060100 |
ECB
Monetary :
ECB Shifts Strategy With Most Aggressive Move Possible |
|
Report 94
- 060100 |
Euro -
Economy :
BIS Sees Need For Greater ECB Clarity, Euro Bond Issuance
Co-Ordination |
|
Report 93
- 060100 |
ECB
Monetary :
Rome Sees Berlin/Paris Tax Cuts Prompting ECB Over-Reaction |
|
Report 92
- 060100 |
Italy -
Economy :
Italy GDP Upgrades To Give Rome Leeway To Cut Taxes (2) |
|
Report 91
- 060100 |
Italy -
Politics :
Berlusconi Return To Power Nearly Inevitable; Amato May
Step Down Early (1)
|
|
Report 90
- 053100 |
Euro -
Politics :
Fischer EU Concept Pinpoints Muddle-Through That Risks
Undermining Euro In Long Term |
|
053000
|
EZA Investment Conclusions
|
|
Report 89
- 052900 |
Euro -
Economy :
ECB Risks Overestimating Impact Of Import Prices On CPI;
Likely Already Passed Through |
|
Diary
052900 |
Euro Investment Diary
|
|
Report 88
- 052600 |
France
Economy :
Fabius Political Choices On French Tax/Budget Key To
Longer-Term Economic Outlook (2) |
|
Report 87
- 052500 |
Dutch Budget Is Key Test Case For
Euro Policy Mix |
|
Report 86
- 052400 |
French Cyclical Signals Flash
Green; Doubt Cast On Tough BdF Money Stance |
|
Report 85
- 052300 |
German NRW Poll To Bring SPD Switch
To FDP Also In Berlin Before 2002 |
|
Report 84
- 052200 |
ECB To Change Fixed Tender Rules
Rather Than Start Variable |
|
Diary 052200
|
Euro Investment Diary |
|
Report 83
- 051900 |
Spain Government In Denial Over
High Inflation;To Miss Year-End Target |
|
Report 82
- 051900 |
German Debt Agency May Start Work
In 2H00; Benchmarks Unaffected By UMTS (2) |
|
Report 81
- 051800 |
Reorganisation Of Bundesbank To
Indirectly Shorten Bund Supply Maturities (1) |
|
Report 80
- 051700 |
French EU Presidency Goals Unclear;
CAP Focus Puts Institutional Progress At Risk |
|
Report 79
- 051500 |
Danish Referendum In Sep00 To
Determine Fate of Krone, Influence Euro, Sweden Vote
|
|
Diary 051500
|
Euro Investment Diary |
|
Report 78
- 051200 |
Absence Of Government Voice,
Enlargement: All Weigh On Euro |
|
Report 77
- 051100 |
Sunday NRW Election Key For
Potential Berlin SPD/FDP Option |
|
Report 76
- 051000 |
Absence Of Euro Labour Market
Reform To Limit Growth, Returns (2) |
|
Report 75
- 050900 |
Schmidt, Delors See Breakdown Of EU
In Enlargement Without Deepening |
|
Report 74
- 050900 |
German CPI Underperformance To
Bring Over-Tight Monetary Conditions |
|
Diary 050800
|
Euro Investment Diary |
|
050500
|
EZA Investment Conclusions |
|
Report 73
- 050400 |
Berlin Hampered In Euro
Understanding By Bundesbank Precedent, Pre-Government
Stance |
|
Report 72
- 050500 |
Strong M3, Private Credit Plus Euro
Slide Below 90cts Boosts End-Year ECB Target Rate |
|
Report 71
- 050200 |
Euro Demographics: Key Determinant
Of Output, Budgets, Politics, Asset Performance (1)
|
|
Diary 050100
|
Euro Investment Diary |
|
Report 70
- 042800 |
Deregulation Holds Key To Growth/Inflation
For Next Rome Government, Maybe Amato |
|
Report 69
- 042700 |
Italy, Spain, Greece Asset Outlook
Shifts As Government, Euro-Prospects Clarifyt |
|
Report 68
- 042700 |
New Core Europe Debate Could Create
Multi-Speed EU, Provide Basis For Federalist Direction
|
|
Report 67
- 042500 |
ECB Sensitive To Weak Euro Impact
On CPI, Competitiveness; May Tighten Thursday |
|
Diary 042400
|
Euro Investment Diary |
|
Report 66
- 042000 |
Different Policy Mix For East
Europe Accession Means Euro Enlargement To Be Delayed
|
|
Report 65
- 041900 |
Rapid Pension Reform To Show
Rejection Of Lafontaine Left, Key To Schröder 2002 Re-Election
|
|
Report 64
- 041800 |
Capital Flows, Stock Options,
Privatisations Are Signals For Jospin-Fabius Policy
Direction |
|
Report 63
- 041700 |
EC Recommendations Lagging,
Politically Unrealistic; But Growth, Jobs On Firm Footing
|
|
Diary 041700
|
Euro Investment Diary |
|
Report 62
- 041400 |
Reform Determination To Boost
Growth, Strengthen Conviction In New Economy, Supply Side
|
|
Report 61
- 041300 |
D’Alema To Survive Italian
Regional Vote Sunday, Continue Supply-Side, Pension
Reforms |
|
Report 60
- 041200 |
ECB Switches Toward Rate Rise
Tomorrow In Reaction To EC Growth Revision, IMF Views
|
|
Report 59
- 041100 |
Lisbon Defines New EU Era Of
Structural Reforms To Challenge US Economic Dominance2 |
|
Report 58
- 041000 |
Jospin-Fabius Policy Mix To
Determine If Jobs/Growth Boom Is Sustained, CAC
Performance |
|
Diary 041000
|
Euro Investment Diary |
|
Report 57
- 040700 |
German, French Differences On Euro
To Prevent Accord On Intervention At EcoFin/G7 |
|
Report 56
- 040700 |
Strengthening Indicators Signal EC
Revision Of 2000 Area GDP To Near 3.5% Looks Realistic
|
|
Report 55
- 040500 |
Focus On Maastricht Criteria Risks
Underestimating Obstacles To Early EU Enlargement |
|
Report 54
- 040300 |
Schröder Considers Liberals As
Coalition Partner; CDU Looks At Greens Ahead Of NRW
Election |
|
Report 53
- 040300 |
No ECB Monetary Action In Apr00;
Focus On Area CPI Differentials, G7 Euro Statement
|
|
Diary 040300
|
Euro Investment Diary |
|
Report 52
- 033100 |
EU Enlargement Places Burden On
East Europe Policy Mix; To Bring Euro 'Devaluation'
|
|
Report 51
- 033000 |
East Europeans May Be Offered ERM2
Entry In Jan02, Prior To EU Accession |
|
Report 50
- 032700 |
EU Enlargement Talks Bring Strong
Portfolio Inflows To Candidates But Pressure Euro |
|
Diary -032700
|
Euro Investment Diary |
|
Report 49
- 032400 |
PP Absolute Majority To Bring
Strong Pressure For Reforms; Inflation Likely To Decline
Soon |
|
Investment
Conclusions
- 032400 |
Investment Conclusions |
|
Report 48
- 032300 |
ECB’s Re-Examination Of New
Economy Impact On Inflation May Put Policy On Hold Soon
|
|
Report 47
- 032200 |
The German Economy |
|
Report 46
- 032200 |
French Budget Position To Hinder
Growth After 2002 Without Deeper Reforms |
|
Report 45
- 032000 |
Merkel To Form CDU Into A Powerful
Opposition |
|
Diary -032000
|
Euro Investment Diary |
|
Report 44
- 031700 |
Jospin Tax Cuts Point To Swing To
Left To Offset Popularity Fall |
|
Report 43
- 031400 |
Denmark-Economy: EMU Polls May Hit
Krone/Euro Yield Convergence Before Referendum |
|
Report 42
- 031400 |
ECB-Monetary: Credit Change
Unlikely Thursday; Small Rise, Variable Rate Possible Mar.
30 |
|
Report 41
- 031300 |
Brussels-Politics: EP/EC Relations
Shift, EU/Prodi Lack Of Political Leadership Weigh On
Euro |
|
Diary -031300
|
Euro Investment Diary |
|
Report 40
- 031000 |
Spain-Politics: Incumbent PP
Election Win Should Boost Equities; But Basques Pose
Political Risk |
|
Investment
Conclusions
- 031000 |
Euro Positioning: Long-End Yield
Curve Separating From Front End, But Equities Retain Edge
|
|
Report 39
- 030900 |
Brussels-Economy: Reformist,
Deregulatory Environment For EU Pension Funds To Boost
Equities |
|
Report 38
- 030600 |
Spain-Economy: PP Tax Cuts Look
Vote Winner; Madrid Likely To Hit 2001 Fiscal Surplus
|
|
Diary -030600
|
Euro Investment Diary |
|
Report 37
- 030300 |
ECB-Monetary: Duisenberg Inflation
Warnings Reacting To Current Peak, Not Future Path
|
|
Report 36
- 030100 |
France-Economy: 4Q99 GDP Points At
Sharp Rebound In 1H00; Trichet Back On IMF List? |
|
Report 35
- 030100 |
Germany-Politics: Schleswig-Holstein
Points CSU’s Stoiber Firmly At 2002 Chancellor
Candidacy |
|
Report 34
- 022800 |
Germany-Economy: Lack Of US
Productivity Paradigm To Subdue Inward FDI, Jobs Growth
|
|
Report 33
- 022800 |
Brussels-Politics: Mar00 IGC Vote
Crucial To EU Unity Behind Euro, East Europe Enlargement
|
|
Diary 022800
|
Euro Investment Diary |
|
Report 32
- 022500 |
Euro-Economy: 2000 GDP Rebound To 3.3%
But Non-Inflationary; Re-Convergence Inside 11 |
|
Investment
Conclusions
- 022500 |
Euro Positioning: ECB Rate Focus Is
Mar. 2, May 11; 10yr Ylds To Rise Slightly, Then Sink
|
|
Report 31
- 022300 |
France-Politics: Jospin Adopts High
Risk Strategy As Polls Decline, Holds To Doctrinaire Left
|
|
Report 30
- 022300 |
ECB-Monetary: Peak ‘Inflation’
Arrives; Slower Euro M3, Oil Price Fall To Put Lid On
Yields |
|
Report 29
- 022100 |
Italy-Politics: D’Alema,
Reform Chances Deteriorate Rapidly; Government Crisis
Before May00? |
|
Diary 022100
|
Euro Investment Diary |
|
Report 28
- 021700 |
Sweden-Economy: Krona To Rise
Further As Rates Outstrip Euro; EMU Entry Still Distant
|
|
Report 27
- 021600 |
Germany-Politics: CDU Scandal
Causes Schäuble, Political Right To Fall; Austria Sets
Precedent |
|
Report 26
- 021500 |
France-Economy: Paris Position On
Euro Level Differentiated Due To ‘Franc Fort’
Experience |
|
Report 25
- 021500 |
Spain-Politics: Aznar Election
Chances Hold Despite Left-Wing Pact, Which Risky For
Investment |
|
Report 24
- 021400 |
ECB-Monetary: EU East European
Enlargement Focus, Austrian Politics May Undermine Euro/Dlr
|
|
Diary 021400
|
Euro Investment Diary |
|
Report 23
- 021100 |
Italy-Economy: High Debt To Keep
Italy Out Of Tax Cut Competition; Growth Underperforms
|
|
Investment
Conclusions
- 021100 |
Euro Positioning: Structural, Tax
Reforms To Drive Equities Further; ECB In Pull Of Dlr,
Fed |
|
Report 22
- 021000 |
Brussels-Politics: Austria's Move
To Right, Tax Impasse Bring Majority Voting Closer (2)
|
|
Report 21
- 020900 |
Germany-Economy: Weak Euro Poses
Risk To Margins in 2001, But Not ECB Inflation Target
|
|
Report 20
- 020700 |
France-Politics: Jospin Tax Cut
Focus On Lower Paid Will Backlash If Corporate Tax Base
Erodes |
|
Diary 020700
|
Euro Investment Diary |
|
Report 19
- 020400 |
ECB-Monetary: Exchange Rate Almost
Solely Driving Policy, Despite Duisenberg Analysis
|
|
Report 18
- 020200 |
Austria-Politics: Haider Party
Government Role May Hinder IGC, Enlargement, Fiscal
Progress |
|
Report 17
- 020100 |
ECB-Monetary: Small Rate Rise Feb.
3 Becomes Probability; But Not As Certain As Priced In
|
|
Report 16
- 013100 |
Brussels-Politics: EU Political,
Personnel Changes Take Bond Withholding Tax Off Agenda (1)
|
|
Diary 013100
|
Euro Investment Diary |
|
Investment
Conclusions
- 012800 |
Euro Positioning: Euro/Dollar Slide
Will Not Prompt ECB Reaction; Bond Slide Continues
|
|
Report 015
- 012700 |
ECB-Monetary: No Reaction To
Temporary Inflation, M3, IG Metall; Reserves To Be
Approved |
|
Report 014
- 012500 |
Netherlands-Economy: Brussels
Concerned Fiscal Windfall Will Bring Inflationary Policy
Mix |
|
Report 013
- 012400 |
Spain-Economy: Madrid Ahead Of
Paris, Berlin On Tax; 2000 GDP Raised To 3.6%, CPI Peaks
|
|
Diary 012400
|
Euro Investment Diary |
|
Report 012
- 012100 |
Germany-Politics: CSU Discusses
Breaking CDU Link Over Scandal; Bavaria To Secede? (2)
|
|
Report 011
- 012100 |
France-Economy: Jospin Three-Yr Tax
Cut Plan To Provide Growth ‘Surprise’ In 2H00,
Into 2001 |
|
Investment Conclusions
- 012100 |
Euro Positioning: Non-Inflationary
Growth Rebound To Keep Equities Outperforming Bonds
|
|
Report 010
- 011900 |
Italy-Politics: Regionals,
Referenda Make Apr00 Key Month; D’Alema Secures 2001
Candidacy |
|
Report 009
- 011900 |
France-Politics: Jospin Now Focused
On 2002 Presidency; Chirac Falters As Congress Postponed
|
|
Report 008
- 011800 |
ECB-Monetary: Pressing For Reserves
Increase; Bulletin Sees No Call For Panic On Inflation
|
|
Report 007
- 011700 |
Germany-Politics: CDU Scandals
Resemble Italy’s ‘Dirty Hands’; Schäuble
Now Sidelined (1) |
|
Report 006
- 011700 |
Greece-Economy: Weekend Drachma
Revaluation To Give New Impetus To Yield Convergence
|
|
Diary 011700
|
Euro Investment Diary |
|
Report 005
- 011300 |
Germany-Economy: Revised View Takes
2000 Growth Forecast To 3.2%; Strongest Since 1990
|
|
Report 004
- 011200 |
Euro-Politics: Huge EU Changes In
View As Institutional IGC Begins; Parliament’s Role
Grows |
|
Diary 010400
|
Euro Investment Diary |
|
Report 003
- 011100 |
France-Economy: All Components Of
GDP Likely To Contribute To Very Strong 2000 Growth
|
|
Report 002
- 011000 |
Spain-Politics: Aznar To Dissolve
Parliament This Week, But Re-Election Chances Only 50%
|
|
Diary 011000
|
Euro Investment Diary |
|
Report
001
- 010600 |
ECB-Monetary: Weighing Non-Inflationary
Growth As 2000 Begins; Tightening May Wait |
