Out of the Box #25: Europe. From Technical Recession to an Real One?
EUR duration still has further to go and we remain long- soft landing cuts or emergency cuts should leave the long end lower.
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5 Things We Watch: CBs, Eurflation, OPEC, Ifo, Dutch Politics
We talk about EURflation and the upcoming OPEC meeting and we then move on to talking about the Ifo numbers released last week while lastly...
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EUR Inflation Watch: Another Dovish Surprise Due to Black Week/Month?
We see clear downside risks to the consensus forecasts for November inflation in Europe due to small seasonal expectations for price cuts in...
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Ifo Nugget: Should We Believe the Numbers?
Before we get going we have to stretch that this month’s number comes with a yuuuge caveat, namely that of the German Constitutional Court’s...
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Positioning Watch – All About the Soft Landing Narrative
Hello everyone, and welcome back to our weekly positioning watch, where we as always try to dig down into the latest positioning data and give you...
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