Mario Draghi - Beyond Bulls & Bears

Beyond Bulls & Bears

Fixed Income

Why ECB Tapering Could Prompt a Change in Bond-Market Philosophy

“While some commentators may question whether the ECB should embark on tapering when it still doesn’t see itself hitting its inflation target within its time horizon, I would say that’s exactly what the central bank should do.” David Zahn, Franklin Templeton Fixed Income Group

September 07, 2017

Multi-Asset

What Can Mario Draghi Say to Avoid Upsetting Markets?

“We may already have reached the point where euro strength has tightened monetary conditions sufficiently to change the outlook for growth in corporate earnings and the appropriate path of monetary policy.” Matthias Hoppe, Franklin Templeton Multi-Asset Solutions

September 06, 2017

Fixed Income

The End of the Eurozone’s QE Era?

”We know the European Central Bank (ECB) likes to flag changes to its monetary policy approach well before they’re implemented. That’s why we expect an imminent announcement from ECB President Mario Draghi that the bank will start winding down its quantitative easing (QE) programme next year.” - David Zahn, Franklin Templeton Fixed Income Group

David Zahn, CFA, FRM | August 24, 2017

Multi-Asset

Continued Euro Strength Draws A Long Road Ahead for the ECB

“In our view, we think the ECB would prefer to avoid any major appreciation of the euro, particularly while inflation is still running below the 2% target. The question therefore is whether the ECB can do anything to avoid the euro’s rise.” Matthias Hoppe, Franklin Templeton Multi-Asset Solutions.

Matthias Hoppe | July 28, 2017

Multi-Asset

Why ECB Tapering Expectations May Be Premature

“Financial markets across Europe seem to have taken upbeat comments from European Central Bank President Mario Draghi late last month as evidence that the end may be in sight for accommodative monetary policy in the region. Our view is more nuanced.” Matthias Hoppe, Franklin Templeton Multi-Asset Solutions.

Matthias Hoppe | July 05, 2017

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