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Friday, 20 July 2018

Divyang Shah' s stories

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  • IFR

    ECB Watch

    Capital City | 14 November 2014

    Shah:  Full-blown QE opponents change their tune.

  • Fed's William Dudley

    Fed Watch

    Capital City | 13 November 2014

    NY Fed’s Dudley in his latest speech has highlighted concerns over a premature tightening of policy.

  • BoE

    BoE Watch

    Capital City | 12 November 2014

    If there is one key message from the BoE’s November QIR, it is to confirm the adjustment in market expectations seen since August.

  • IFR

    ECB Watch

    Capital City | 11 November 2014

    Shah: Politicians also need to deliver, as the ECB warms to QE.

  • IFR

    The floating rouble

    Capital City | 10 November 2014

    The Central Bank of Russia may be caught between an FX rock and reserves hard place.

  • Shah

    Draghi unites ECB

    Capital City | 06 November 2014

    Shah: The balance sheet target is now explicit.

  • Shah

    Fed holds key on USD gains

    Capital City | 06 November 2014

    The Fed’s reaction function and policy divergence means the USD should keep strengthening…

  • ECB

    Draghi can't follow Kuroda's lead

    Capital City | 04 November 2014

    Divyang Shah sees a management minefield at the ECB.

  • Shah

    ECB Watch

    Capital City | 03 November 2014

    We had been looking for the ECB to make the TLTRO more attractive by making a few adjustments. A Reuters source story suggests that the ECB will not make any changes at their meeting this week. Given that the next TLTRO is on Dec 11 the ECB seems likely to deliver such changes at its December meeting instead.

  • Shah

    ECB Watch

    Capital City | 24 October 2014

    The frayed relationship between the ECB and Germany poses a significant risk to the eurozone outlook.