Following a Mario Draghi speech at the Jackson Hole conference, don’t be surprised to see quantitative easing (QE) across Europe, a recent research note from Barclays points out. The real issue will be the resulting impact on global markets. ECB to lead markets incrementally pricing in QE While the announcement is not official, the report, titled “QE Questions… and Answers,” said the ECB central bank rhetoric could lead to markets incrementally pricing in QE well before the actual implementation. The Barclays report considered the impact of ECB QE on a number of markets, using the US and Japan as a guide….
Barclays Considers Impact of EU QE On European Markets
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.