Charles Diebel
Charles Diebel
europe extent goes markets
The inter-relation of these markets is such that if Europe goes down by the extent it has, the U.S. is going to be affected.
chance clearly continued europe responding rise showing signs strength yields
Europe is clearly showing continued signs of strength and the ECB is responding to that. There is a chance yields rise from here.
chance clearly continued europe responding rise showing signs yields
Europe is clearly showing continued signs of strength, and the ECB is responding to that. There is a chance yields rise from here.
act allow backdrop bonds dated developing economic likely looking march people raise rates
Shorter dated bonds are very likely to come under pressure. The economic backdrop to allow the ECB to raise rates is developing and people will be looking for them to act at the March meeting.
again buy higher inflation keen likely market meeting raising rates reminders
No one's going to be keen to buy the market now with the ECB meeting looming. We're likely to get more reminders that inflation is higher than the ECB would like and they will be raising rates again in June.