Victoria Marklew

Contributor since: 26 Feb 2010

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• Europe's Economy May Be In Better Shape Than Assumed; ECB Will Hike Again Oct. 5

  Published 27 September 2006 | viewed 3,101 times

  The markets interpreted today's German business sentiment index correctly - initial relief at the strength of the headline number gave way to some caution on…

• Hungary: All Eyes On The Streets - And On The Central Bank

  Published 21 September 2006 | viewed 3,500 times

  Riots in the streets are not unheard of in even the most stable democracies, but the current furor in Hungary carries an added element of…

• Sweden: Stock Market and Currency Boosted by Opposition Win, But Interest Rates Will Also Head Higher

  Published 20 September 2006 | viewed 3,973 times

  Sweden woke up this morning to a new government, with the four-party center-right Alliance capturing 48.1% of the vote to 46.2% for the outgoing Social…

• UK Data Still Support Q4 Rate Hike

  Published 14 September 2006 | viewed 2,689 times

  After today's wages data, the markets are scaling back their expectations of another rate hike from the Bank of England (BoE) in November. However, as…

• The Bank of England Holds Rates, As Expected, But Will There Be a Hike in November?

  Published 08 September 2006 | viewed 2,923 times

  Today's decision by the Bank of England's Monetary Policy Committee (MPC) to leave the repo rate at 4.75% was widely expected, after last month's pre-emptive…

• Bank of England Will probably Hike Again in Q4 - But Only If Data Support Its Outlook

  Published 19 August 2006 | viewed 2,458 times

  August 16, 2006: Today's minutes of the BoE's August 3rd Monetary Policy Committee (MPC) meeting, along with earnings and unemployment data for June and inflation…

• German Business Sentiment Slides But Is Still Robust; ECB Set To Hike Again On August 3

  Published 28 July 2006 | viewed 2,885 times

  Today's Ifo business sentiment index from Germany, combined with Monday's business confidence index from Belgium, points to a still-strong level of growth in the Euro-zone…

• Hungary: Central Bank Tightens By More Than Expected, Further Rate Hikes Likely

  Published 25 July 2006 | viewed 3,082 times

  As we've noted before (May 22: Hungary: An Emerging Market to Watch) Hungary is one of the key emerging markets to watch at a time…

• UK: Rates Are Headed Upward, But Not Next Month

  Published 20 July 2006 | viewed 3,374 times

  The combination of Tuesday's CPI numbers and today's retail sales report has the markets all a-flutter in anticipation of a rate hike from the Bank…

• Russian Central Bank Allows Ruble to Appreciate - Is More To Come?

  Published 18 July 2006 | viewed 4,120 times

  News out of Russia this morning was dominated by the (non)decisions and papered-over-disagreements of the G-8 meeting in St. Petersburg. Barely-noticed outside of the currency…

• ECB Turns Hawkish, Is Set To Hike On August 3

  Published 07 July 2006 | viewed 4,276 times

  The surprise news from today's European Central Bank (ECB) rate meeting wasn't the clear signal that rates will be going up next month, but the…

• Sentiment Revives in Germany While Some ECB Members Sound More Hawkish

  Published 29 June 2006 | viewed 2,763 times

  A surprise revival in the German Ifo business sentiment index and hawkish comments from some members of the ECB's Governing Council have analysts wondering whether…

• Turkey: Panic or Prudence?

  Published 29 June 2006 | viewed 4,231 times

  Another weekend, another "emergency meeting" from the Central Bank of Turkey (CBT). As we noted earlier this month (See Daily Global Commentary, June 6: "Central…

• Bank of England Minutes Confirm Wait-and-See Stance

  Published 22 June 2006 | viewed 3,320 times

  The minutes of the June 8 Bank of England policy meeting, released this morning, confirmed that the members of the Monetary Policy Committee (MPC) remain…

• Sweden's Riksbank Becomes More Hawkish

  Published 21 June 2006 | viewed 4,374 times

  Today's 25bp rate hike from Sweden's Riksbank, which took the repo rate up to 2.25%, had been flagged for the better part of two months.…

• Germany's ZEW Survey: Foreshadowing a Weaker Ifo?

  Published 14 June 2006 | viewed 3,162 times

  Last month, we argued that a weaker ZEW survey in Germany was not necessarily a cause for concern, and that the Ifo institute's business climate…

• UK Data Confirm BoE's Wait-And-See Stance

  Published 31 May 2006 | viewed 3,138 times

  Today's bevy of data releases on consumption and demand confirm that interest rates are unlikely to shift anytime soon, and may even be on hold…

• German and Belgian Data Point to Firm Euro-zone Economy in 2006; But Outlook for 2007 Uncertain

  Published 25 May 2006 | viewed 3,920 times

  Data releases from Germany and Belgium over the past twenty-four hours once again bode well for the strength of the Euro-zone economy heading toward the…

• Hungary: An Emerging Market to Watch

  Published 23 May 2006 | viewed 4,453 times

  With concerns increasing over the international risk-appetite for emerging market assets, Hungary appears at first glance to be one of the less-vulnerable candidates. Real GDP…

• Bank of England Assumes Rates Will Go Up - But Probably Not Anytime Soon

  Published 12 May 2006 | viewed 2,836 times

  Today's Quarterly Inflation Report from the Bank of England has thrown some cold water over those market watchers who were starting to anticipate a rate…