ECB’s Stepped up Plans to End QE May Not Be Good News for the EUR
ECB’s Praet signalled that the ECB is thinking about withdrawing from net asset purchases soon. We should expect a plan at the next Governing...
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Spain's Socialists Will Test the EU's Fiscal Rules, Even as Populists Rule in Italy
With the third and fourth largest economies in the Eurozone acquiring new governments committed to fiscal stimulus, the EU's existential crisis...
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A Bout of Optimism Amidst Intensifying Risks
The turn lower in the USD in recent sessions feels like a technical retreat from resistance. It comes despite intensifying risk from a trade war,...
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Week Ahead in Global Macro: Trade Tensions, 'No-New Elections' Rally, EM CPIs, Turkey CBRT, RBA, RBI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We opened a strategic long CAD-MXN -...
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Add Deutsche Bank to the List of Risks for the EUR and Global Markets
Bank analysis is not my field of expertise, but as a macro analyst of FX markets, it is hard to ignore the rapid slide in Deutsche Bank’s (DB)...
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