Tags » Euro 2

Trump Towers over €Area political risks: periphery yields and € pressurised

This piece considers the macro-financial implications of the Euro Area’s political risks, in greater market focus following Donald Trump’s election win (which I argued… 2,989 more words


Er komt een tweede brexit referendum, tenzij...

Boris Johnson te snel op het zadel wordt gehesen als nieuwe premier, om als belangrijkste vertegenwoordiger van het Leave-kamp, de exit-gesprekken met de EU te gaan leiden. 514 more words


'Remain' can't advance a single quantifiable, economic reason for staying in the EU: Really?

Today on father’s day the best gift of all was seeing all my children posting powerful pro Remain stories on Facebook. I am glad we brought them up to be be warmhearted Europeans rather than little Englanders.   1,221 more words


ECB preview: Awaiting the credit easing bazooka but several dark clouds persist

This post dissects the Euro Area macro-financial and policy situation in advance of the 2 June ECB meeting. The main points are:

Monetary Policy

Trading the ECB: limited EUR weakness and bund rally likely but risks

My accompanying post details how the return of EA deflation, EA inflation expectations are in the process of de-achoring plus deteriorating EA and foreign activity mean that the 10 March ECB meeting is shaping up to be make or break for EA prospects and ECB credibility. 1,887 more words