Europe
Better Data Could Boost EUR/USD In The Short-Term…
Will US And Euro Area Growth Converge…
Central banks are in a dilemma whether to prioritize supporting growth or bringing inflation back to target. This is unlikely to end well. Investors should be defensively positioned.
Eurozone Inflation Remains Hot…
The Euro Inflation-Linked Golden-Rule…
German Inflation Continues To Show Some Strength…
Could the Euro Be Set For A Rebound…
Investors anticipate a record growth gap between the US and the Eurozone in 2024. Does this skewed expectation create market opportunities?
In this Special Report, we introduce our Euro Inflation-Linked Golden Rule – a framework to profitably trade and invest in Euro Area inflation-linked bonds versus nominals. The Rule is currently signaling that nominal government bonds should outperform inflation-linked bonds over the next year as disinflation in the Euro Area continues.
BoE Needs To Weaken Economy To Kill Inflation…