 |
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 |