Takata from the BoJ has truly restarted speculations in action from the BoJ already in April as he labeled the inflation target as “coming into sight”. Meanwhile, the EUR-flation target may be coming into sight from the other direction despite lukewarm releases today.
Something for your Espresso: Make or break inflation week!
5 Things We Watch: Iran, China, Crypto, Inflation and the Fed
Something for your Espresso: No issuance bomb from Yellen
Steno Signals #83 – A striking divergence between EUR and USD money trends
Something for your Espresso: EUR-flation to print below consensus again
Out of the Box #25: Europe. From Technical recession to an real one?
Something for your Espresso: Running on fumes?
EUROPOLITICS WATCH: Opposition victory in Poland opens door for Ukraine in the EU?
Steno Signals #69 – The recession playbook
Macro Nugget: The Eurozone horserace
Steno Signals #63: STAGFLATION in Europe and payroll recession in the US?
Credit Watch: The credit contraction has arrived… 5 charts from the ECB credit survey
Steno Signals #55 – Why surveys struggle to get anything right in this environment
Something for your Espresso: Inflation, Sweden and everything else..
EUR Liquidity Watch – The ECB will have to punish governments more..
Something for your Espresso: No Russian spill-overs (yet) ahead of EUR-flation week
Steno Signals #54 – Why Europe remains a wrong consensus call
Something for your Espresso: PPIs speak loudly
Out of the Box #6: The Europeanization of the US banking system is on its way!
A WSJ article suggested that US banks will be required to hold up to 20% more capital should the Basel rules be fully implemented by 2025. The Fed is likely to present a new direction for regulation by the end of this month according to sources. How severe is this? Here are the numbers..