3 reasons why EUR liquidity is a MUST watch over summer
Macro Mondays
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The Role of Communication in Central Bank Forward Guidance
I think Jerome Palty could have sounded more hawkish. He could have emphasized that we are actually really tilled into what's another rate hike and stuff. Instead, he sort of kept it open,. So I'm not really buying into the mainstream story on that front. There's higher risks of a pivot rather, or perhaps really short pause. That would be my base case, actually. And then maybe lower.
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