The Euro Finds Its Voice as the Dollar Trips Over the Fed
The euro has scaled its highest level in four years, brushing $1.1878 on Tuesday, as traders braced for the Federal Reserve’s long-awaited rate cuts. This...
Tag: EUR
The Euro Rallie and the ECB Quietly Panics
European Central Bank officials are beginning—reluctantly—to voice concern that the euro’s rapid appreciation may well derail their carefully choreographed attempt to anchor inflation at that...
America’s Corporate Titans Head for Europe – When in Doubt, Borrow in Euros
From Pfizer to Alphabet, the titans of American capitalism are increasingly borrowing in euros — and doing so with gusto — as President Donald Trump’s...
The Euro’s Great Comeback: A False Dawn or the Real Deal?
The euro has staged its most impressive three-day rally since 2015, sending traders into a frenzy and fuelling speculation that the single currency could surge...
The Dollar’s 2025 Paradox: Trump’s Inflationary Boom or a Looming Catastrophe?
If history has taught us anything, economic fundamentals eventually catch up with political bravado. As we move deeper into 2025, the U.S. dollar remains a...
Who understands the ECB?
The European Central Bank (ECB) has once again trimmed interest rates—its third cut in as many meetings—while giving markets a fresh dose of ambiguity. With...
Monetary policy divergences: towards a significant asset allocation shift
The European Central Bank insists that it will independently decide on the course of its monetary policy compared to the Fed. In this case, this...
Probabilities of a rate cut in June drop
Last week, the amount of Fed rate cuts priced into swap contracts for this year fell to less than 65 basis points, below the Fed’s...
The ECB Under Market Pressure
Inflation in the eurozone accelerated in December, highlighting the challenge of reaching the 2% target set by the European Central Bank as governments withdraw support...