For the past couple of months I have resisted the temptation to write about the Greek situation. In part, because it has so completely dominated other blogs/Twitter that there didn’t seem to be much value in adding another voice to the cacophony, and in part because I just felt a bit fatigued by the whole thing (I … More EU: Greece and the road to an ever-closer Union
Following on from my “parity party” post, I have done a bit more thinking on euro. And maybe I am getting caught up in the hype. Here are a few charts maybe make the case for parity (or worse) a little tougher. Much of the focus is on relative monetary stance of the US and … More Euro: more thoughts on euro weakness
After a bit of a pause in February, the euro has once again started falling, following the start of sovereign bond purchases by the ECB and yet another strong US non-farm payrolls print. So just how low can it go? I see plenty of analysts calling for 105 or lower by the end of the … More Euro: when should we book the parity party?
Fundamental Macro 