Standard Chartered analysts expect ECB to implement QE in the second half of 2014
- Their modelling shows that the impact of ECB action on global liquidity will have about the same impact as the Federal Reserve
- The say that “focus should start shifting from the actions of the Fed, to what the ECB will do.”
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Earlier I posted on what Goldman Sachs are saying about equity markets and also that Goldman Sachs note to clients says EUR/USD should remain a sell on rallies