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Category: euro

Of Dollar ‘Smiles’, Correlation Breakdowns And Other FX Notables

April 7, 2019April 7, 2019

The dollar has flummoxed more than a few folks in 2019.

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On The ECB’s Wholly Unsurprising ‘Surprise’

March 7, 2019March 7, 2019

Ok, let’s run through this, because parsing it is obligatory.

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ECB Comes Out Swinging, Shifts Forward Guidance On Rates, Announces New TLTRO

March 7, 2019March 7, 2019

Is this dovish enough for you?

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No Country For Old Hawks.

March 6, 2019

Cementing the global dovish pivot.

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Dollars, Doves And Dictators: Full Week Ahead Preview

March 3, 2019March 3, 2019

What could go wrong?

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It’s ‘Eerie’: One Bank Asks Whether Europe Is Now Japan

February 28, 2019February 28, 2019

Is the die cast?

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Oh, Good: ‘Global Recession’ Tops Worry List In Closely-Watched Credit Survey

February 21, 2019

Don’t worry, China will save us.

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Deluge Of Unwelcome Data Virtually Screams ‘Synchronous Global Slowdown’

February 21, 2019February 21, 2019

Oh well, there’s always services…

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What To Expect In FX Land If China Starts Loading Up On US Goods

February 19, 2019

This is somewhat self-evident, but worth mentioning nonetheless.

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The Slowdown Cometh: Global Growth Outlook Suffers Another Body Blow In Deep EC Cuts

February 7, 2019February 7, 2019

This was not digested particularly well.

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Italy Succumbs, Falls Into Recession – Now How Long Before Salvini Seizes Power?

January 31, 2019January 31, 2019

Womp, womp.

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Obligatory ECB Post Alert: Draghi Postmortem

January 24, 2019

Same story: stark juxtaposition between crashing data and the end of APP.

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Aaand It Just Keeps Getting Worse For German Manufacturing (And French Services)

January 24, 2019January 24, 2019

Riders on the storm.

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It Was All A Dream…

December 16, 2018December 16, 2018

Oh, the irony…

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A Brief ECB Post-Mortem As Draghi Again Breezes Through Unscathed

December 13, 2018October 23, 2021

On message – assuming you can decipher what the message was supposed to be.

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ECB Ends QE And, Critically, Enhances Forward Guidance Around Reinvestments

December 13, 2018December 13, 2018

“…for an extended period of time past the date when it starts raising the key ECB interest rates.”

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From Italy To Deutsche Bank, A Hilariously Sarcastic Take On Wednesday’s Top European News

December 12, 2018October 23, 2021

Whatever you call it, don’t call it “clarity”.

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Another ‘Oh FFS’ Moment For Brussels: Macron ‘Yellow Vest’ Concessions Set Stage For Budget Battle

December 11, 2018October 23, 2021

Europe can’t catch a break.

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If You Don’t Count Everything, Nothing Went Wrong For European Stocks On Monday

December 10, 2018December 10, 2018

Draghi is going to need to pull out all his tricks on Thursday.

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The Best-Laid Plans: Full Week Ahead Preview

December 9, 2018December 9, 2018

“…often go awry.”

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Looking For Something To Fade? Monday’s Furious Rally In Italian Assets Will Do

November 26, 2018November 26, 2018

You’d be forgiven for being skeptical.

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Euro Sinks To 16-Month Low As Italy Dares Brussels To Accidentally Create More Populists

November 12, 2018

“If you strike me down, I shall become even more irrational than you can possibly imagine.”

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Italian Economy Flatlines In Third Quarter, Turning Screws On Populists

October 30, 2018October 30, 2018

There’s more bad news for Italy.

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End Of An Era: Analysts Weigh In On Angela Merkel

October 29, 2018October 18, 2021

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.

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Angela Merkel Bombshell Shocks Europe, But Rallies In Banks, Autos Lead Stock Surge

October 29, 2018October 18, 2021

“Shock and disbelief”.

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ECB Keeps Policy Unchanged, But All Eyes Are On Draghi Amid Italy Jitters, Global Selloff

October 25, 2018October 25, 2018

Now we’ll wait on the press conference.

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Drivers Wanted: Full Week Ahead Preview

October 21, 2018October 22, 2018

Pick a catalyst, any catalyst.

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