Tag Archives: ECB bond buying

Capitulation is near, and so is the Buy signal

If this is not yet capitulation, it sure feels like it. Money has been fleeing stock markets at record speed, and despite dovish signals from the Federal Reserve, investors are still not taking advantage of the buying opportunities the panic in the markets are throwing at them.

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The first half of the year was full of humbling lessons

What a spectacular lesson the first half of the year delivered for investors. At the beginning of the year, it looked like the UK’s vote to leave the European Union was a great idea: the eurozone seemed on the brink of disintegration.

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In 2017, the ECB should learn to break the rules

This is going to be a crucial year for the European Union. There are more and more voices predicting its disintegration. With the political events that are ahead, it’s not a possibility that should be taken lightly.

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‘Quantitative failure’ pushes stock markets down

Stock markets swooned again last Friday, when the US jobs report showed the number of jobs created in January was well below expectations, at 151,000 compared with the 190,000 forecast by analysts.

Investors can no longer find comfort in turning bad news into good news, as they once did because any piece of bad economic news meant the Federal Reserve held interest rates rather than hike them.

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‘Communism for the rich’ has destroyed the free market

With the recent stock market collapse and bear market, the critics of capitalism are out in force again; shouts that capitalism is dead or that capitalism is what caused this mess are growing louder.

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UK interest rates could rise despite the Bank of England

There are few things that are less certain right now than the path of interest rates in the UK. That’s despite the Bank of England’s attempts to reassure investors that it will not raise its key interest rate anytime soon from the record low level of 0.5%. Even when it does, it will do so in a gradual manner, the central bank says.

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The next European crisis: the real estate sector

If you’re curious to see where the seeds of the next financial crisis are in Europe, take a look at what’s happening in the real estate sector.

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The British pound is 10% overvalued against the euro

If you’re going on holiday to Europe and haven’t yet bought any euros, maybe you should hurry. Unless Greece really exits the eurozone (and that can still happen), the pound’s advance versus the euro seems limited from here on.

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European equities’ tantrum is temporary: strategist

Investors in European equities have had a great time since the European Central Bank (ECB) made a U-turn on money-printing and joined the global currency war, but that has changed recently and many investors wonder if the change is more than a temporary setback.

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