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Ukraine: What lies behind the Russian escalation

Recent weeks have seen a build-up of Russian military forces on Ukraine’s borders and in illegally occupied Crimea, with not only an escalation of tensions and rhetoric, but also an increase in fighting and fatalities, on both sides. What lies behind...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 16 April 2021
Ukraine: What lies behind the Russian escalation
Ukraine: What lies behind the Russian escalation

Treasuries: The Dog that Did not Bark

Overview: Like the dog that did not bark, the long-term US yields tumbled despite data that confirms the acceleration of the US economy and labor market. The Australian dollar reached $0.7760 yesterday, its best level since March 19, but is consolida...
Marc to Market
Marc to Market 16 April 2021
Treasuries:  The Dog that Did not Bark
Treasuries:  The Dog that Did not Bark

ECB preview: Silence is golden

After all the excitement ahead of the March meeting and speculation about how the European Central Bank would react to higher inflation rates and bond yields, it took a while for the ECB to communicate its reaction function. The ECB should try to bri...
ING Think
ING Think 16 April 2021
ECB preview: Silence is golden
ECB preview: Silence is golden

Rates Spark: riding high

The strength in developed market government bonds this week, and in particular yesterday, is a puzzle worth solving for whoever is trying to infer rates direction into next week. Be that as it may, it is possible that flight to quality flow found its...
ING Think
ING Think 16 April 2021
Rates Spark: riding high
Rates Spark: riding high

Low interest rates in Europe and the US: one trend, two stories

  Real interest rates, the real price of capital, has been declining for the past decade or so and are expected to remain negative for at least another decade. Why? And what does it even mean?   Maria Demertzis shares insights from her late...
Bruegel
Bruegel 15 April 2021
Low interest rates in Europe and the US: one trend, two stories
Low interest rates in Europe and the US: one trend, two stories

Why banks need to pay attention to where a digital euro is heading

This week, the ECB published an overview of the consultation responses it received on its digital euro survey. > China and Europe share a wish to become less dependent on the dollar for international payments. For China, the DC/EP might be an instrum...
ING Think
ING Think 15 April 2021
Why banks need to pay attention to where a digital euro is heading
Why banks need to pay attention to where a digital euro is heading