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HGiSimonWard

  1. Monetary impact of ECB LTROs much less than UK QE. hgi.co/107/a4491
  2. ECB lending to banks up again last week. hgi.co/107/a4480
  3. US recession still unlikely but risk greater than in 2010-11 hgi.co/107/a4476
  4. Euro woes advance risk sell-off hgi.co/107/a4457
  5. Dovish UK IR suggests QE hold was tactical hgi.co/107/a4448
  6. Greek bank depositors, not voters, key to EMU future hgi.co/107/a4446
  7. Sluggish UK trade performance cautionary for Greek devaluationists. hgi.co/107/a4443
  8. Wrong-way speculators buy Treasuries. hgi.co/107/a4440
  9. Chinese money numbers still soft hgi.co/107/a4423
  10. Leading indicator confirms global slowdown hgi.co/107/a4419
  11. US real money suggesting slowdown not recession hgi.co/107/a4412
  12. Is the MPC's "reaction function" shifting? hgi.co/107/a4411
  13. Is US growth peaking? hgi.co/107/a4396
  14. UK monetary backdrop improving slowly hgi.co/107/a4391
  15. Glimmers of hope in latest Eurozone money numbers hgi.co/107/a4379
  16. Global bank reserves still climbing hgi.co/107/a4361
  17. UK GDP highlights dismal supply-side performance hgi.co/107/a4353
  18. Better ECB bank lending survey offsets negative PMI surprise hgi.co/107/a4349
  19. Has ECB policy easing failed? hgi.co/107/a4324
  20. UK house prices now undervalued relative to rents hgi.co/107/a4307