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Category: euro

EUR-phoria

December 16, 2020December 16, 2020

The euro was the story prior to the Fed on Wednesday, as the single currency

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Lagarde, ECB Confront Double-Dip Recession As Europe Plunges Back Into Lockdown

October 29, 2020October 29, 2020

While explaining France’s new coronavirus lockdowns, Emmanuel Macron was unequivocal in dispelling the notion that there

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No Magical Solution

October 29, 2020October 29, 2020

Daily coronavirus cases in Germany topped 20,000 for the first time since the onset of

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A World Of Problems

October 15, 2020October 15, 2020

Global risk sentiment deteriorated markedly on Thursday as virus fears, waning odds of a pre-election

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Into Reverse

September 23, 2020September 23, 2020

It’s not entirely clear “why”, but equities were reasonably well supported Wednesday, as Wall Street

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SqueezIt

September 17, 2020September 17, 2020

Global equities were under pressure Thursday, as Jerome Powell’s perceived reticence on tweaks to the

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Let Her Run: ECB Throws Caution To Wind With Laissez-Faire Approach To Surging Euro

September 10, 2020September 10, 2020

Anyone who went into the September ECB meeting thinking Christine Lagarde would jawbone the euro

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Christine Lagarde Confronts Deflation, Surging Currency At Virus Crossroads

September 10, 2020September 10, 2020

Even as no formal policy changes were in the cards, it probably isn’t accurate to

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Boiling And Launching

September 3, 2020September 3, 2020

“If related enterprises are transferring technology abroad during trade, investment or technical cooperation that fall

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Escape From America (European Vacation)

August 23, 2020August 23, 2020

Over the past several months, the rally in the euro quite clearly suggested market participants

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Thoughts, Prayers, And Precious Metals

July 31, 2020July 31, 2020

Friday picked up where Thursday left off — with a spate of wildly bad macro

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‘It Would Be Great If This Record Is Never Beaten’: Europe’s GDP Numbers Betray Epic Collapse

July 31, 2020July 31, 2020

GDP readings out of Europe Friday betray eye-popping contractions that would have been unfathomable in

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Europe Haunted By Jobless Recovery

July 24, 2020July 24, 2020

At least the PMIs beat — is what the optimists can say on Friday, as

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A Good Slippery Slope

July 21, 2020July 21, 2020

“Sometimes a slippery slope is a good thing”, wrote former trader Richard Breslow on Tuesday.

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Taboos Falling

July 20, 2020July 20, 2020

After some 72 hours of needlessly fraught negotiations aimed at sealing a deal to launch

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Alarmists

July 19, 2020July 20, 2020

“We need to close down again in Florida”, Rep. Donna Shalala, whose district includes Miami-Dade

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Crossing The Rubicon And Buying The Dips

July 17, 2020July 17, 2020

A scan of the headlines on Friday reveals exactly what you’d expect. China doesn’t want

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ECB Prays For Fiscal Help As Decision Nears On Europe’s €750 Billion Recovery Fund

July 16, 2020July 16, 2020

The ECB kept everything unchanged at its July meeting, as European leaders attempt to hammer

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ECB Adds €600 Billion To Pandemic QE Facility, Bringing Firepower To €1.35 Trillion

June 4, 2020June 4, 2020

The bazooka gets larger.

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Pause For Reset

June 4, 2020June 4, 2020

It’s not surprising to see a bit of a regime flip, if only for a day.

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From Europe To Japan To South Korea, Economic Gloom Is Pervasive

May 29, 2020

A reality check amid the equity market euphoria.

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Bazookas Galore, Irrelevant Court Rulings, And What’s Next After Europe’s ‘Essential Day’

May 27, 2020May 27, 2020

“We must go quickly and adopt this ambitious agreement”.

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‘Largest Political Shift On The Continent In 30 Years’: €750 Billion EU Rescue Fund, Joint Debt To Become Reality

May 27, 2020May 27, 2020

€500 billion will be in the form of grants.

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‘Bearish Thoughts’ Will Be ‘Punished’

May 26, 2020May 26, 2020

Onward and upward for risk.

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In Europe, Light At Tunnel’s End Still Just Faint Glimmer

May 21, 2020May 21, 2020

Williamson cautioned that a full recovery in Europe may “take several years”.

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Caveat Emptor.

May 18, 2020May 18, 2020

Of course, all the usual disclaimers apply.

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Is ECB QE Illegal? Asking For Germany

May 5, 2020

“The Bundesbank may thus no longer participate…”

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Great American Deposit Debate Spotlights Legislative Gridlock

March 27, 2023March 28, 2023

Failing Banks, Persistent Inflation Promise Fun-Filled Week

March 26, 2023March 27, 2023

We’re Scaring Ourselves Into Bank Runs Now

March 24, 2023March 26, 2023

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 24, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

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  • Let's Argue About Student Debt Some More
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  • Great American Deposit Debate Spotlights Legislative Gridlock
    Great American Deposit Debate Spotlights Legislative Gridlock
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Recent Comments

  • derek on Layoffs Won’t Solve This Inflation Problem
  • John Banjo on Recession ‘Here In A Few Months’
  • T-Dog on Layoffs Won’t Solve This Inflation Problem
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  • Wave Dash on America’s Housing Bubble Flies South For The Spring

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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