Euro Crisis Road Map: tasso REPO della BCE, Draghi, ma non solo.
Aprile e maggio si presentano come due mesi molto importanti per la finanza internazionale. Molti incontri e molte decisioni toste dovranno essere prese, a partire da domani, quando Mario Draghi dovrà dirci che cosa ha combinato la Bce sui tassi di interesse. Ci sono pareri contrastanti su quanto potrebbe accadere, anche se ultimamente stanno riprendendo quota i sostenitori del “nulla di fatto”, ovvero tassi ancora stabili (tasso REPO che rappresenta, possiamo dirlo, una mera statistica e quindi con funzioni soprattutto psicologiche) all’1%.
Eccovi qui di seguito le date con gli appuntamenti più importanti per i prossimi due mesi. Aggiornatevi l’agenda!
–Tuesday, April 3: Spanish budget presented to parliament.
–Wednesday, April 4: Euro-zone March services PMI data. European Central Bank interest-rate decision and press conference. Spanish bond auction. Portuguese T-bill auction. New deadline for tender offer to exchange Greek bonds under foreign law. New government appointed in Slovakia.
–Thursday, April 5: French bond auction.
–Tuesday, April 10: Greek T-bill auction.
–Wednesday, April 11: Italian T-bill auction. Settlement of foreign-law Greek bonds under PSI.
–Thursday, April 12: Italian bond (BTP) auction.
–Tuesday, April 17: Spanish, Greek T-bill auctions. German April ZEW economic-sentiment indicator.
–Wednesday, April 18: Extended deadline for some Greek foreign-law bond holdouts to tender their bonds.
–Thursday, April 19: Spanish, French bond auctions. Meeting of Group of 20 deputy finance ministers (through April 22).
–Friday, April 20: German April Ifo business-climate index. Annual spring meeting of the International Monetary Fund/World Bank (through April 22).
–Sunday, April 22: French presidential election, first round.
–Tuesday, April 24: Spanish T-bill auction.
–Wednesday, April 25: Allotment of ECB three-month long-term refinancing operation.
–Thursday, April 26: Italian T-bill auction.
–Friday, April 27: Italian bond (BTP) auction.
–Monday, April 30: Euro-area March M3/private-sector loan data. Euro-area April inflation data.
–Wednesday, May 2: Euro-zone April manufacturing PMI data.
–Thursday, May 3: Spanish, French bond auctions. ECB rate decision and press conference in Barcelona.
–Friday, May 4: Euro-zone April services PMI data.
–Sunday, May 6: Possible second round of French presidential election. Possible Greek elections (April 29 and May 13 also likely dates).
–Monday, May 7: German March manufacturing-orders data.
–Tuesday, May 8: German March industrial-production data. Greek T-bill auction (tentative).
–Friday, May 11: Italian T-bill auction.
–Monday, May 14: Spanish, Italian bond auctions. Euro-zone finance ministers’ meeting.
–Tuesday, May 15: Euro-zone flash 1Q GDP data. German May ZEW economic-sentiment indicator. EU finance ministers’ meeting. Greek T-bill auction (tentative). EUR450 million Greek foreign law bond matures.
–Wednesday, May 16: French bond auction.
–Thursday, May 17: Spanish bond auction.
–Monday, May 21: Belgian bond auction.
–Tuesday, May 22: Spanish T-bill auction.
–Thursday, May 24: German April Ifo business-climate index.
–Monday, May 28: Italian bond auction (zero coupon/linker).
–Tuesday, May 29: Italian T-bill auction.
–Wednesday, May 30: Italian bond auction (BTP). Euro-area April M3/private-sector loan data. Allotment of ECB three-month long-term refinancing operation.
–Thursday, May 31: Euro-area May inflation data. Ireland holds referendum on EU fiscal pact.(Source: EFXNews)
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