Part Five: The German Vulnerability
The fact that the UK yield curve has flattened more than Germany's is puzzling. This could indicate that the UK economy is on the brink of a deep...
563 Views
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...
687 Views
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.
363 Views
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...
339 Views
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...
322 Views