So much for "bailout fatigue." The German electorate vindicates Merkel's euro strategy.
Lorcan Roche Kelly
On the German Election
Monday, September 23, 2013
On the September ECB Policy Decision
Thursday, September 5, 2013
No rate change, no new guidance, no ideas -- Draghi lives up to low expectations.
Tuesday, August 13, 2013
Euro-skeptics wrong again. In September's election, there's no alternative for Deutschland.
On the August ECB Policy Decision
Thursday, August 1, 2013
What a difference a year makes. The ECB has earned the luxury of being boring.
ECB's Operation Twist-and-Nudge
Friday, July 19, 2013
New collateral rules push ABS onto the balance sheet instead of sovereigns.
Friday, July 12, 2013
Spanish bonds and German stocks are best for a summer of euro area muddle-through.
On the July ECB and BOE Policy Decisions
Thursday, July 4, 2013
The BOE provides forward forward guidance, and the ECB provides no guidance guidance.
On the EU Bank Resolution Agreement
Thursday, June 27, 2013
EU ministers reach agreement on bank resolution. And yes, Cyprus was a template.
Wednesday, June 19, 2013
Until the German elections, Bundesbank political leverage keeps euro area growth on hold.
On the June ECB Policy Decision
Thursday, June 6, 2013
Draghi risks recovery, and his reputation, by not actually doing "whatever it takes."