This show is all about the ECB’s policy: what’s going on and preparing you for the huge December decision with two trade ideas: EUR/USD and German bunds.
You are welcome to listen, subscribe and provide feedback.
- What the ECB did so far: A negative deposit rate and QE have helped but not enough. We discuss the successes and the failures so far. The failures are not only the ECB’s fault.
- Preparing for December: Is everything already priced in? Not exactly. In addition, the Fed certainly has an impact, but nothing will stop Draghi from over-delivering.
- ECB trade opportunities: Towards December, we point out to two trade opportunities, starting from the EUR/USD currency pair and moving on to German bunds, explaining why they are not overpriced.
- Wider implications: The ECB’s QE has a big impact on corporations. Helping growth or sowing the seeds for the next crisis? And are central banks overreaching because of the lack of fiscal stimulus?
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