The WSJ has five important points from the ECB.
- QE exit discussions are extremely premature
- There's is no shortage of bonds
- Pickup in the pace of economic recovery that appears to have started
- Draghi doesn't see any evidence of bubbles
- Not much to say on Greece
In the market, the rally in EUR/USD to 0.1675 has almost completely faded, falling back to 1.0594. Part of it is a rebound in the US dollar but it's bearish, either way.
EUR/USD
One of the big takeaways from the ECB was Draghi brushing off worries about scarcity. That's put a big bid in German 10 years, which are now down 3 basis points to 0.107%.