The threat to the ECB’s inflation targets posed by the appreciation of the euro is being offset by strengthening growth in the euro area. The ECB should pursue its cautious exit strategy.
news and blogs
top posts
small talk
Brexit article written By David Davis shortly before being appointed as UK's Minister for Brexit https://www.savvyinvestor.net/node/928330
ABN AMRO - dollar rally is over - https://www.savvyinvestor.net/node/873597
Bernanke blogging on the subject of currency wars - https://www.savvyinvestor.net/node/829494
PS - look out for Deutsche's reference to Chinese and Asian reserve accumulation patterns. "You've seen yuan, you've seen EM all!" Nice one!
From QE to QT. The coming drawdown in FX reserves implies Quantitative Tightening (Deutsche Bank) https://www.savvyinvestor.net/node/758371
The Greek Referendum - immediate reactions from Barclays, RBC and Deutsche Bank - https://www.savvyinvestor.net/node/725187
Nouriel Roubini - "The dollar has joined the Currency Wars” - policy action will follow - https://www.savvyinvestor.net/node/693534
How far will the Euro fall? Has it already overshot? A nice piece from Anatole Kaletsky https://www.savvyinvestor.net/node/669625
Welcome to "Currency Markets Outlook". Please use this small talk section for brief (140 character) comments relating to FX markets.
