42 ordspråk av Lorenzo Codogno

Lorenzo Codogno

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en The probability of a February hike looks very small, but that of a tightening in March remains high in our view.
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en Services and probably consumer spending drove the increase in GDP. It makes a rate cut less likely for the moment.
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en In order to move interest rates higher, the ECB needs to be confident about the sustainability of the economic upswing, especially on the consumer side.
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en It's a stellar performance, a very strong reading. It means a March rate hike is a done deal.
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en A March rate hike is a done deal.
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en Mind the Gap between Soft and Hard Data.
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en Protectionism remains the major threat to global growth.
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en There are a number of countries that are increasingly uneasy about competitive pressures coming from Asia, and the softening of domestic industry.
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en The debate may not have changed significantly the chances of victory of the two coalitions.
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en As January data are inflated by a growing tendency towards gift vouchers over Christmas, which are then turned into purchases afterwards, a return to normal in February is likely to show up in more subdued sales.
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en Italy's economy has become a real problem and tackling the issues head-on will require a strong government, not one that may be forced into compromises.
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en The underlying trend is encouraging and will likely continue.
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en We believe that the long-awaited shift from soft to hard data is evidence of a recovery in euro zone private consumption has started, and will likely proceed gradually and modestly over the coming months, in line with the expected improvement in household real disposable income.
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en With a long-term horizon it will certainly change the situation, not only in Japan but globally ... because reduced liquidity is available for purchase of financial assets.
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en It was much more balanced than the first debate which Berlusconi clearly lost. This time I think there was no clear winner and I'm sure both sides will claim victory.
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