Macro Mondays cover image

The weird resilience of the EUR - Guest: Jens Nordvig

Macro Mondays

00:00

The Eurozone Is in a Hard Time

Jens Novi: We've been fairly negative on Eurozone positioning here at Stinno Research, and we're actually recording on the day as far as I remember where the excess Euro liquidity will shrink by more than 500 billion in one day. So let's see whether that matters at all. There's some trillions to go. But yeah, I mean, his arguments were pretty convincing at least why the price action has been as it has this short term. For now, no, no, I'm still you.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app