Sophie Lund-Yates, lead equity analyst, Hargreaves Lansdown: “The FTSE 100 has a spring in its step this morning, after taking its cue from Wall Street, where technology stocks rose sharply…
Over-reliance on interest rate hikes is inefficient and unjust By Peter Sedgwick Since the Bank of England achieved operational independence in 1997, it has been solely responsible for controlling inflation.…
HIGHLIGHTS September 15 2023 Global Markets The ECB decided to raise its key policy rates by another 25bps yesterday, as inflation is still expected to remain “too high for too…
Market Report: ARM debut lifts hope for IPO market, oil price pressure increases Sophie Lund-Yates, lead equity analyst at Hargreaves Lansdown: “ARM’s trading debut hasn’t disappointed, with the shares trading…
What does artificial intelligence mean for data privacy? By Lewis McLellan The capabilities of the latest AI tools are awe-inspiring and it seems inevitable that their proliferation and development will…
Smaller sovereigns opting for flexibility with debut ESG issuance By Burhan Khadbai European sovereign borrowers with smaller funding programmes are developing broader environmental, social and governance bond frameworks given the…
ECB at risk of going too far on inflation By Holger Schmieding Having stuck to an overly loose monetary stance for too long in 2021, the European Central Bank now…
In conversation with Ignazio Visco: economic outlook in Italy and the euro area Thursday 3 November, Broadcast Following the 25 September election, economic challenges for the new Italian administration include…
Silver linings ahead as 2022 adds to pressures on public investors By Neil Williams Russia’s invasion of Ukraine has added to the pressures on investors, issuers and policy-makers, who already…
Corporate US making consumers pay for inflation By Julian Jacobs Amid historically high inflation of roughly 8.5%, it is unsurprising that corporations would pass along some of the burden in…
ECB shifts policy as major central banks take on inflation Friday 17 December 2021 – Vol.12 Ed.50.5 Commentary: Inflation reaction: US, UK from Mars, Europe from Venus By David Marsh in…
GLOBAL & REGIONAL DAILY (Friday 23 April, 2021) April 23 2021 Global Markets GLOBAL & REGIONAL DAILY HIGHLIGHTS The ECB made no changes to its monetary policy y-day, as expected,…
Biden borrows from Eisenhower’s playbook, ECB needs to rethink market neutrality, and more THE WEEKEND REVIEW-OMFIF Latest opinion and analysis from OMFIF around the world 5-9 April 2021, Vol.12 Ed.14 Most-Read Commentary Biden…
Raskin says US ready to lead in climate battle, 10 questions for ECB strategy review, and more THE WEEKEND REVIEW – OMFIF Latest opinion and analysis from OMFIF around the world 1-5 March…
ECB sets the December table, European tales of drama and entanglement Tuesday 17 November 2020 – Vol.11 Ed.47.2 Commentary: ECB sets the December table By Danae Kyriakopoulou in London The European Central…
Don’t overthink election’s impact on financial markets, CBDC and monetary policy implications for the euro area Tuesday 3 November 2020 – Vol.11 Ed.45.2 Commentary: Don’t overthink election’s impact By Pierre…
GLOBAL & REGIONAL DAILY (Friday 30 October, 2020) GLOBAL & REGIONAL DAILY HIGHLIGHTS October 30 2020 Global Markets The ECB stayed pat with its monetary policy y-day, as expected, while…
Five risks as Britain enters dangerous waters, Digital currency and the new cold war, and more THE WEEKEND REVIEW OMFIF Latest opinion and analysis from OMFIF around the world 7-11 September 2020, Vol.11 Ed.35…
Final phase of combustive White House race, Scholz’s Wirecard moment of fracture, and more THE WEEKEND REVIEW – OMFIF Latest opinion and analysis from OMFIF around the world 31 August-4 September 2020, Vol.11 Ed.34…
US Treasury’s Vietnam problem, Economic and monetary union and the role of the ECB Friday 28 August 2020 – Vol.11 Ed.35.5 Commentary: US Treasury’s Vietnam problem By Mark Sobel in…
Reasons to worry about US election, German litigants set up new skirmishes, and more The Weekend Review OMFIF Latest opinion and analysis from OMFIF around the world 10-14 August 2020, Vol.11 Ed.31…
Biden’s dilemma, The role of the European Central Bank Tuesday 11 August 2020 – Vol. Ed. 33.3 Commentary: Fealty versus ability By Darrell Delamaide in Washington Joe Biden has a…
China eyes long game in Europe, Designing a sustainable recovery THE WEEKEND REVIEW OMFIF Latest opinion and analysis from OMFIF around the world 13-17 July 2020, Vol.11 Ed.27 Most-Read Commentary Vexed but unruffled,…
ECB pauses after easing sprint, Global Public Investor 2020 launch Wednesday 15 July 2020 – Vol.11 Ed.29.3 Commentary: ECB pauses after easing sprint By David Marsh On 16 July the…
How the ECB learned to love proportionality, In conversation with Hank Paulson and more The weekend Review – OMFIF Latest opinion and analysis from OMFIF around the world 29 June-3 July…