Thursday, January 22, 2015

ECB buying bonds to 60 billion per month. Draghi: “We will go on … – The Messenger

ECB buying bonds to 60 billion per month. Draghi: "We will go on … – The Messenger

Mario Draghi finally embraces the bazooka. The ECB today launched a massive plan for the purchase of government bonds by more than one million euro to support the Eurozone economy. The expected level of “quantitative easing”, announced by the president of the central bank after the meeting of the Board, provides for the purchase of 60 billion of government bonds per month from March. The program will last until September 2016, amounting to a total package of support from around 1,200 billion.


Dragons. The measures will help today against risks to inflation expectations , Draghi said, explaining the decisions of the board. The Eurozone inflation, he added, will be very low, or negative, in the coming months. The plan launched today will run until September 2016, and “in any case” until “there will be a sustained correction of inflation, with the goal of a price level below but close to 2% over the medium term.̶ 1;

Bags on then slow down. The Milan Stock Exchange, immediately after the announcement of Draghi, has accelerated with the main index FTSE Mib jumped nearly 3% or so, then slow down and accelerate back up to close with a jump of 2.44%.

Spread down. The spread between ten-year BTP and Bund does mark a sharp decline from 115 to 107 points after the words of the president of the ECB. The return on ten-year Italian falls all’1,634%.

Euro down. The single currency slipped to below $ 1.15, up to 1.1480, reviewing the minimum November 2003.

The delay and the lift . Draghi was presented with a few minutes late to the press conference to explain the decisions of the ECB, scheduled for 14.30. “Do not read too much into this little delay,” said ECB President just entered the room. “It ‘was the fault of the elevator, did not work,” he added laughing addressed the audience of journalists, with a reference to the different views within the Council on the plan to purchase securities.

plan and risks . The risks on the securities purchased by the ECB will be shared only up to a 20% share of the total. In practice, then 80% of the risk will remain in the hands of the central banks of the individual states.

“This is a very large – said Dragons – and then on the one hand we wanted to keep the principle of “risk-sharing”, which is why we have set the 20%, on the other hand we wanted to make a decision that mitigated the concerns of some of the member countries on the possible tax consequences of unwanted possible future developments. “

The central bank also “has a double limit” in purchases of securities, 33% for the debt of each issuer and 25% for each issue.

“You should ask People who have these concerns, “he then said Draghi, responding to a reporter’s question as to what are the risks under which the ECB will not share the risks of a large part of the securities that will buy, leaving them to national central banks.

The president of the Frankfurt stressed that the Governing Council of the ECB was “unanimous” that the Quantitative easing is a real instrument of monetary policy, while the need to launch it “now”, he said, the decision was made “by a large majority.”

According to the president a majority in the Council was so wide that there was no need to vote. However with respect to the definition of Q and as an instrument of monetary policy is the board “was unanimous, I say – said Draghi – in the legal sense of the term. It is a tool that is part of those available to the ECB. ” Also there was “consensus on decisions about risk-sharing”.

“Absolutely not.” So then Draghi ruled that the coupons on government bonds that will be bought by national central banks may be used in the future for an easing of national budgets.

“There is no exception for Greece ‘. There is an exception, which allows you to buy securities rated speculative but only in the presence of an assistance program, said Draghi speaking of Greece.

Other decisions of the ECB . At today’s meeting of the ECB Governing then left the main refinancing rate steady at a record low of 0.05%. The marginal lending rate and the rate on bank deposits are respectively 0.30% and -0.20%

Matteo Renzi, writes The Wall Street Journal, is said in the meantime disagreement with Angela Merkel on the stimuli to the euro after the chancellor in recent days played down the implications of waiting the decision of the ECB. “Germany against the rest of the world could be a mistake,” says the WSJ Renzi from Davos.

“My dream is equality” between euro and dollar, adds the premier. The plan of the ECB might have the effect also to further weaken the euro, thus promoting the Italian exporters. In 2014, the euro has lost about 12% against the dollar and is currently trading at just above 1.15 on the greenback.

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