A recent ECB meeting which focused on understanding the recent slowdown of economic indicators instead of much-anticipated changes in its forward guidance and asset purchase programme spurred J. Safra Sarasin to cite historical correlations between inflation expectations and oil prices. Accordingly, inflation expectations in Europe are almost 20 bps too low, and the bank advises investors to maintain short duration…

To access this content, please click back to the home screen, then click “Menu” (bars in top left bars) and then “Login”.
To enquire for a free trial, please start here.
Need more help? Click here or email [email protected].

Subscriber Only Content

This article is available on a corporate subscription with Asian Private Banker. Please login or subscribe to view this content.

Login

Subscribe

Indispensable intelligence

Request for a free trial to Asian Private Banker today.

Need help? Please see our FAQ Guide or email [email protected]