Views Reports by Country
The following pages contain chronological lists of articles that have been written by Independent Strategy. Independent Strategy’s research is available by annual subscription. For details of subscription rates and soft dollar payments, please contact Independent Strategy by using the contact form.
The market is beginning to recognize that the rally in Eurozone (EZ) peripheral debt has been detached from economic fundamentals.…
Markets will take a benign view of the upcoming asset quality review (AQR). Banks have been raising capital and increasing…
The ECB is to undertake quantitative easing (QE), buying private sector assets (ABS and covered bonds) starting in October. Policy…
ECB President Draghi may have failed to deliver a full-blown QE programme in June. But the market is underestimating the…
The ECB may not have launched its bazooka but the move to negative deposit rates and targeted LTROs is a…
Draghi has committed the ECB to action in June when the governing council will have the crutch of the latest…
The ECB needs to engineer a quickening of inflation across the region to avoid deviating further from its inflation target.…
The European parliamentary elections are likely to deliver significant gains to populist parties. At face value, this suggests further political…
The German Constitutional Court’s decision to ask for qualification from the European Court of Justice (ECJ) before making its own…
The shifting sands of Eurozone politics are revealing a more constructive picture, a pattern that shouldn’t change materially even if…
Deflation is the problem the ECB is least able to cope with. The central bank is making its predicament worse…
On a dark day it may sound fanciful to ask if Italy can save the euro and the world. But it…
