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Beyond 4.25%
06.06.2008We predicted last time that the next movement in interest rates would be a rate rise. In today's ECB Watch we look beyond July's rate increase. Where will the ECB stop?
So how about this rate increase?
22.04.2008Believe it or not: The ECB policy stance is not neutral anymore. The central bank is more likely to raise interest rates now than to cut them.
Ten reasons to leave the euro-dollar exchange rate alone
19.03.2008We have been hearing a lot of anguished comment about the euro-dollar exchange rate. Here are ten reasons why we should leave the euro/dollar exchange rate alone.
A Run on America
17.03.2008This crisis will mean three things: the end of the US as the world sole economic superpower; the end of the dollar as the global reserve currency, and its replacement by the euro; and the de facto end of Anglo-Saxon transaction-based financial capitalism.
Forget about Q2
10.03.2008Forecasters are underestimating the rising importance of monetary analysis in the ECB's decision making framework. A rate cut is not very likely.












