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Sunday, 22 October 2017

Divyang Shah' s stories

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  • 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.

  • ECB

    ECB Watch

    Capital City | 22 October 2014

    Shah: A balance sheet objective.

  • Shah

    BoE Watch

    Capital City | 21 October 2014

    Divyang Shah on the latest signal that the BoE is far from raising rates.

  • Shah June 24 2014

    The temptation to convert paper profits

    Capital City | 16 October 2014

    Shah: To stick or twist on bonds? 

  • Asset Market Volatility

    Bond markets outpace equity/FX volatility increase

    Capital City | 16 October 2014

    Early this year all the attention was on the low level of implied and actual volatility, but now things have turned around with a vengeance.

  • Shah June 24 2014

    On oil's big drop and central banks

    Capital City | 15 October 2014

    Shah: Disinflation expectations are building.

  • Shah June 24 2014

    Are central banks the only game in town?

    Capital City | 13 October 2014

    There is plenty to worry about in the current environment with downside risks to both growth and inflation increasing.