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ECB Preview: Status quo expected as inflation remains tame - Rabobank

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Manage episode 180732878 series 1339323
Innhold levert av Audioboom and TipTV Business. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Audioboom and TipTV Business eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

For many in the markets, the time is ripe for the ECB to move away from the ultra easy monetary policy stance.

One group of experts feels - if the ECB can’t taper/run down its balance sheet now with credit spreads record right, stocks at record high and strong growth, it will never happen.

The other group feels - the inflation is still low (5y,5y forward inflation expectations are around 1.6% - Well below the ECB’s target of 2%), hence the ECB has enough room to allow the economy to run hot.

Jane Foley, Senior FX Strategist at Rabobank belongs to the second group. When it comes to EUR strength, Foley sees the common currency, maintaining its bid tone as the rotation trade (from US stocks and into European stocks) still has some juice left.

Watch the full segment as Foley shares her views on-

Yen strength

Comey testimony and the impact on the US dollar

#forex, #currencies, #trading, #fundamentals, #macro, #technicals, #EURUSD, #USDJPY, #GBPUSD, #USD, #ECB, #centralbanks, #interestrates, #UK, #finance

  continue reading

2340 episoder

Artwork
iconDel
 
Manage episode 180732878 series 1339323
Innhold levert av Audioboom and TipTV Business. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Audioboom and TipTV Business eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

For many in the markets, the time is ripe for the ECB to move away from the ultra easy monetary policy stance.

One group of experts feels - if the ECB can’t taper/run down its balance sheet now with credit spreads record right, stocks at record high and strong growth, it will never happen.

The other group feels - the inflation is still low (5y,5y forward inflation expectations are around 1.6% - Well below the ECB’s target of 2%), hence the ECB has enough room to allow the economy to run hot.

Jane Foley, Senior FX Strategist at Rabobank belongs to the second group. When it comes to EUR strength, Foley sees the common currency, maintaining its bid tone as the rotation trade (from US stocks and into European stocks) still has some juice left.

Watch the full segment as Foley shares her views on-

Yen strength

Comey testimony and the impact on the US dollar

#forex, #currencies, #trading, #fundamentals, #macro, #technicals, #EURUSD, #USDJPY, #GBPUSD, #USD, #ECB, #centralbanks, #interestrates, #UK, #finance

  continue reading

2340 episoder

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