Region: Europe

  • Hawkish repricing ahead of the big week

    Hawkish repricing ahead of the big week

    One-in-three chance of another Fed hike, peaking inflation not enough for the ECB, and BoE may have no choice.

  • Is the ECB overestimating inflation?

    Is the ECB overestimating inflation?

    Euro follows the data, not the ECB. Dollar rises into a quiet session and is sterling to be wounded by a mortgage time bomb?

  • Dollar muted on US data surprise

    Dollar muted on US data surprise

    Strong jobs report, but not strong enough. ECB in disbelieve about disinflation, and the pound still benefits from post-CPI boom.

  • Signs of distress ignored by policymakers

    Signs of distress ignored by policymakers

    Will one recession lead to another? How long can the ECB push back against cuts? British home prices fall by most since ‘09.

  • A new hawk in town

    A new hawk in town

    GBP soars on narrative change, disinflation shifts pressure from ECB to Euro, and Fed’s June meeting is plagued by uncertainty.

  • European weakness in the spotlight again

    European weakness in the spotlight again

    Disinflation is coming to Europe, US yields tumble after 12-day streak, and Chinese data pressures global equities.