Category Archives: Rohr Market Research
111104: Quick Post: Draghi Not Soggy. But Does G20 End Up Just a Cannes-Game?
There was quite a bit of concern about whether Signore Draghi taking the reins at the European Central Bank (ECB) would lead to a much looser regime that would ignore inflation. In the first instance he is an Italian central Read more…
2011/10/06: QuickPost: Trichet Out With a Bang in Spite of No Rate Cut
It was a very interesting final ECB press conference for John-Claude Trichet. The estimable ECB President is retiring at the end of the month, and used today’s press conference to effectively focus on some themes related to who has been Read more…
2011/08/26: QuickPost: Hurricane Benny a Full Force Problem?
We certainly hope not. And it’s possible equities already discounted the impact of what is likely to be a lack of explicit QE2 commitment by Mr. Bernanke today at Jackson Hole. The further challenge facing traders and portfolio managers is Read more…
2011-08-02: Markets Ignore US Debt Limit Hike? OR… Do They Know What It Means?
In spite of the degree to which the shenanigans in Washington DC regarding the fiscal situation and US government debt ceiling are perceived to be critical for the government bond markets and equities, the most important recent development is the Read more…
2011/08/01: ‘UNDERWHELMING’ RESPONSE TO U.S. DEBT DEAL
And there is not much of a surprise in that, due to two key factors that are either in flux, or will likely remain negative overall regardless of the immediate US Debt Ceiling Crisis being addressed. The first is the Read more…
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