At this juncture, it’s probably just a matter of what “breaks” first in the “everything rally”.
Category: euro
Of Dollar ‘Smiles’, Correlation Breakdowns And Other FX Notables
The dollar has flummoxed more than a few folks in 2019.
On The ECB’s Wholly Unsurprising ‘Surprise’
Ok, let’s run through this, because parsing it is obligatory.
ECB Comes Out Swinging, Shifts Forward Guidance On Rates, Announces New TLTRO
Is this dovish enough for you?
No Country For Old Hawks.
Cementing the global dovish pivot.
Dollars, Doves And Dictators: Full Week Ahead Preview
What could go wrong?
It’s ‘Eerie’: One Bank Asks Whether Europe Is Now Japan
Is the die cast?
Oh, Good: ‘Global Recession’ Tops Worry List In Closely-Watched Credit Survey
Don’t worry, China will save us.
Deluge Of Unwelcome Data Virtually Screams ‘Synchronous Global Slowdown’
Oh well, there’s always services…
What To Expect In FX Land If China Starts Loading Up On US Goods
This is somewhat self-evident, but worth mentioning nonetheless.
The Slowdown Cometh: Global Growth Outlook Suffers Another Body Blow In Deep EC Cuts
This was not digested particularly well.
Obligatory ECB Post Alert: Draghi Postmortem
Same story: stark juxtaposition between crashing data and the end of APP.
It Was All A Dream…
Oh, the irony…
A Brief ECB Post-Mortem As Draghi Again Breezes Through Unscathed
On message – assuming you can decipher what the message was supposed to be.
ECB Ends QE And, Critically, Enhances Forward Guidance Around Reinvestments
“…for an extended period of time past the date when it starts raising the key ECB interest rates.”
From Italy To Deutsche Bank, A Hilariously Sarcastic Take On Wednesday’s Top European News
Whatever you call it, don’t call it “clarity”.
Another ‘Oh FFS’ Moment For Brussels: Macron ‘Yellow Vest’ Concessions Set Stage For Budget Battle
Europe can’t catch a break.
If You Don’t Count Everything, Nothing Went Wrong For European Stocks On Monday
Draghi is going to need to pull out all his tricks on Thursday.
The Best-Laid Plans: Full Week Ahead Preview
“…often go awry.”
Looking For Something To Fade? Monday’s Furious Rally In Italian Assets Will Do
You’d be forgiven for being skeptical.
Euro Sinks To 16-Month Low As Italy Dares Brussels To Accidentally Create More Populists
“If you strike me down, I shall become even more irrational than you can possibly imagine.”
Italian Economy Flatlines In Third Quarter, Turning Screws On Populists
There’s more bad news for Italy.
End Of An Era: Analysts Weigh In On Angela Merkel
This is, frankly, an unfortunate development to the extent you view Merkel as the guardian of a Western democratic order that is under siege on a daily basis.
Angela Merkel Bombshell Shocks Europe, But Rallies In Banks, Autos Lead Stock Surge
“Shock and disbelief”.
ECB Keeps Policy Unchanged, But All Eyes Are On Draghi Amid Italy Jitters, Global Selloff
Now we’ll wait on the press conference.
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