Following the ECB meeting on 3 December we will host a conference call during which we will discuss the details of the menu of aggressive easing that Draghi is expected to deliver. We will also talk about what to expect from the ECB, including market implications, see our ECB Preview: Time to fulfil the high expectations.
Agenda
The details and implications of the ECB's easing with focus on an expected lower deposit rate and a two-tier deposit rate system in light of the Danish experiences.
Fixed income markets : a lot is priced ahead of the meeting. We evaluate the impact of higher QE and rate cut.
FX markets: end of ECB easing clearing the way for fundamentals to fuel EUR/USD rebound in 6-12M.
Scandi: The Scandi central banks' response to the ECB and market implications.
The speakers
Thomas Harr, Global Head of FICC Research
Pernille Bomholdt Henneberg, Senior Analyst
Anders Vestergård Fischer, Senior Analyst
Anders Møller Lumholtz, Chief Analyst
Christin Tuxen, Senior Analyst
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