The Weekly Market Monitor – The ECB’s Unreasonable Hike While the UK Falls into Recession
Markets got a dovish ECB hike but wrapped in a highly conflicting message, and one that will likely qualify as a policy mistake in hindsight.
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Portfolio Watch: Any juice left in the anti-Europe bet?
Welcome to our weekly portfolio watch! In this piece, we look at the developments in our portfolio and try to assess the risk/reward in current...
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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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