european central bank - Beyond Bulls & Bears

Beyond Bulls & Bears

Fixed Income

ECB hikes rates—one more to come?

The European Central Bank hiked rates 50 basis points. Curious about what that means for investors? David Zahn, Head of European Fixed Income shares his thoughts.

David Zahn, CFA, FRM | February 03, 2023

Equity

Notes from the Trading Desk – Europe

Global equities sold off hard into the end of last week as inflation and growth fears continued to weigh on sentiment.

June 13, 2022

Fixed Income

ECB jumps on the bandwagon to start hiking rates

The European Central Bank held its June meeting this past week, and while it didn’t raise interest rates this time, it signaled rate hikes would begin in July. David Zahn, our Head of European Fixed Income, offers his take on the meeting, noting the central bank has turned more hawkish than many expected.

David Zahn, CFA, FRM | June 10, 2022

Equity

Notes from the Trading Desk – Europe

Equities in Europe treaded water ahead of the European Central Bank (ECB) meeting this week, where any hints of tapering will be closely observed. The spread of the Delta variant continues to weigh on sentiment,

September 06, 2021

Fixed Income

On Central Bank Tapering and European Fixed Income

As markets try to look past the COVID-19 pandemic, the question of when central bank support will be withdrawn is a critical one. David Zahn, our Head of European Fixed Income, discusses the implications of potential tapering of asset purchase programmes, and what it means for fixed income investors.

David Zahn, CFA, FRM | September 03, 2021

Equity

Notes from the Trading Desk – Europe

The primary focus for investors last week was the Fed meeting and the market impact thereafter. As expected, the Fed kept rates unchanged, but id give new guidance for their expected path of rate hikes (the “dot plot”) and revised their inflation expectations.

June 21, 2021

Fixed Income

European Fixed Income Finds Central Bank Support

As Europe’s economy continues to recover from COVID-19, it appears the central bank will remain accommodative, but for how long? Our Head of European Fixed Income David Zahn shares his views.

David Zahn, CFA, FRM | June 15, 2021

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