Lorenzo Codogno
Lorenzo Codogno
available certainly change financial globally horizon japan purchase reduced
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.
believe coming data disposable euro evidence expected gradually hard household improvement likely line modestly private proceed recovery shift soft zone
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.
bold clearly might policy risk until wait
There is clearly a risk now that they might be bold enough to tighten policy in December, We think they will wait until March.
chances changed debate victory
The debate may not have changed significantly the chances of victory of the two coalitions.