Euro-zone macro research: Low inflation keeping central bankers awake at night
In our view neither the Federal Reserve nor the ECB are likely to tighten monetary policy at a strong pace any time soon. We see a 50% possibility of a 25bp rate hike from the Fed in December, while in October the ECB should announce a six-month extension of the QE programme in 2018 with monthly purchases reduced to EUR40bn.
HAMMER PARTNERS SA is an independent research house founded in 2009 focused on European equities. We offer unambiguous, high-conviction stock recommendations complemented by an expert sales team to provide institutional investors with unbiased views across key sectors. Hammer’s advisory business encompasses Equity services that provide small and mid-cap enterprises with advice on how to manage IPOs, corporate roadshows and engage with institutional investors on a global scale. Hammer Partners is based in Lugano with representative offices in London, we further specialise in value-based qualitative filters for client watch-lists and portfolios.
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