Comment on Exchange Rate EUR/USD - August 4, 2023
During the period under consideration, i.e. July 3rd – August 4th, 2023, the EUR/USD exchange rate was moving upwards until July 17th, 2023,...
PPI Nugget: New Pressures On Producer Prices To Come?
Energy is the main culprit behind the reacceleration but it is also starting to spill-over the various broader goods categories. The cyclical...
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EUR watch: Why the ECB outlook is 100% off in 4 charts
The ECB hiked as we anticipated and the EUR weakened materially alongside a dovish re-pricing of EUR rates. Smack dab at our forecast and...
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EUR Watch – The ECB Will Soon Reveal Their True Inflation Vs Growth Preferences
The ECB is likely going to hike tomorrow and even after the repricing this morning, we still see risk/reward favoring a bet on a hike. With the...
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The Energy Cable #37 – The good old fossil fuels are back in business
Welcome back to the Energy Cable, where we always try to be concise and concrete about what’s going on in the energy space. The...
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