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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EUR Watch: Damned if You Do Until You Are Damned if You Don’t
EUR assets will suffer if the activity levels rebound too quickly due to a lack of elasticity in the commodity/energy supply in Europe.
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