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ING analysis says the ECB's March 12 package was modest, with no rate cut and only muted quantitative easing. The analysis says the lack of conviction from ECB President Christine Lagarde, including her remark that the bank was not there to close spreads, reintroduced risk premium into the euro.
The note argues that the ball is now in the Federal Reserve's court.
Weaker euro sentiment means a firmer dollar, which tends to weigh on dollar-priced commodities and raises import costs for euro zone buyers. The effect on feed markets is indirect and depends on whether the Federal Reserve responds.
think.ing.com2020/03/12過去の弱気なマクロイベント533件の後、ユーロ(1 EURあたりUSD) は5営業日で中央値 -0.3% 動き（33% が上昇。中央50%は -1.2% から +0.2%）、20営業日では -0.5% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。
