We will host a conference call in which we present our view on the risks of a new systemic crisis, with a particular focus on the euro area and market implications. See Market Turmoil, Policy Responses and Market Implications , 12 February 2016. We think there is an element of central bank fatigue. We have not yet reached a stage of market turmoil, which would trigger a global co-ordinated policy response, but we will be watching for the G20 finance ministers and central bank governors' meeting on 26-27 February.
Agenda:
- Moderator: Thomas Harr, Global Head of FICC research
- Risks of a new systemic crisis are building, by Allan von Mehren, Chief Analyst
- ECB set to react on collapsing inflation expectations, not market stress, by Pernille Henneberg, Senior Analyst
- Uncertainty set to keep Fed sidelined until September, by Mikael Milhøj, Analyst
- More QE set to support a flatter bund curve and short-end periphery, by Arne Lohmann Rasmussen, Chief Analyst
- Short-term equity risk is on downside, by Christian Tegllund Blaabjerg, Senior Strategist
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