Swiss Economicblogs.org
In spite of an initial rise in 10-year Bund yields after the ECB’s latest stimulus, our central scenario is for a renewed decline by year’s end.The 10-year Bund yield moved up from its recent lows of -0.71% to -0.45% on September 16, driven mostly by an element of disappointment regarding the European Central Bank’s (ECB) latest stimulus measures and some renewed hopes for a US-China trade truce. In particular, we suspect the rebound in yields was triggered by the ECB’s failure to increase...
Read More »CHF Price Movements: Correlations between CHF and the German Economy
A big part of Swiss consumption is imported from Germany. Therefore Swiss inflation is often correlated to German inflation. Capital flows often move to Switzerland and Germany at the same time. Correlations between CHF and the German economy The relationship between CHF and the German economy is very close for the following reasons: A big part of Swiss consumption is imported from Germany. Therefore, Swiss inflation...
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