ECB Preview: A long road ahead
Today's ECB meeting should include no change in statement from the previous meeting, but it should reveal the main parameters of the strategic review that could broaden the scope of the ECB mandate.
Equity presentation January 2020
In this equity presentation we talk about recent developments in financial markets and the economy. We also take a look at our new climate basket to play the major climate theme.
Macro Dragon: Touching Base - Coronavirus, BoC + ECB, Synthetic Fridays & Happy Chinese New Year
Macro Dragon = Daily Cross-Asset Global Views
Its ECB Thursday today, as well as synthetic Friday for the Macro Dragon given next week is Chinese New Years in the region, with Mon also being a hol in SG. Most important for this wk will be tmr's flash PMIs which will either confirm that PMIs continue to trend up from the lows of last year, are consolidating, or potentially reversing lower. Remember we also have a BoE that is likely to cut (unless we get blowout bullish econ numebrs from the UK on Fri) next wk & a Fed that is likely on the sidelines. We also touch in on the latest in the coronavirus & the Wuhan lock-down.