NEW EU FISCAL RULES – Victory for the Expansionists or the Prudentials?
Amidst the prospect of a soft landing and lower interest rates, the European Council unanimously voted in favor of reinstating fiscal safeguards...
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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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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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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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EUROPOLITICS WATCH: Opposition Victory in Poland Opens Door for Ukraine in the EU?
The support of Poland will be key for Ukraine heading into negotiations with the EU. The Polish election on Oct 15th enjoyed significant...
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