ECB: easing, at last !
Weekly markets analysis from experts of Natixis AM's Fixed Income investment division.
/// Key Points of the week
- ECB may cut both refi and depo rates
- Targeted LTRO or liquidity measures may be announced
- PMI pointing to slower growth amid record low inflation in Euro Area
- Neutral stance on Bunds, hold short bias on Treasuries
- Reduce peripheral exposure