acemaxx · @acemaxxanalytics
293 followers · 3825 posts · Server econtwitter.net

Last week @Isabel_Schnabel warned of risks of re- amit deteriorating growth, chart @opinion tinyurl.com/4s2wu55d

#Euro #ecb #Inflation

Last updated 1 year ago

acemaxx · @acemaxxanalytics
293 followers · 3824 posts · Server econtwitter.net

Govt bond yields, chart @BloombergTV

#Euro #german

Last updated 1 year ago

acemaxx · @acemaxxanalytics
293 followers · 3809 posts · Server econtwitter.net

rates: some downward pressure on rates is likely even in a hawkish hold. +8bp is priced for the Sep meeting, 17bp in total to the Dec meeting, chart @SvendsenAnders @NordeaMarkets

#Euro

Last updated 1 year ago

acemaxx · @acemaxxanalytics
292 followers · 3797 posts · Server econtwitter.net

area prices are in neg territory until the rest of the year, chart @TS_Lombard

#Euro #oil

Last updated 1 year ago

acemaxx · @acemaxxanalytics
291 followers · 3777 posts · Server econtwitter.net

FX: de-dollarization? ---The makes up just 2.3% of SWIFT payments, versus US ’s share of 43% and ’s share of 32%, chart @JPMorganAM

#renminbi #dollar #Euro

Last updated 1 year ago

acemaxx · @acemaxxanalytics
291 followers · 3770 posts · Server econtwitter.net

zone: A sequential analysis of data, as opposed to y-o-y comparisons, reveals a somewhat faster downward trajectory, notes @Ludovic_Subran @AllianzGlobal

#Euro #Inflation

Last updated 1 year ago

acemaxx · @acemaxxanalytics
290 followers · 3740 posts · Server econtwitter.net

US economy still has more momentum and activity than the zone and anywhere else in the world, chart @markets tinyurl.com/5an7mfxn

#Euro

Last updated 1 year ago

acemaxx · @acemaxxanalytics
287 followers · 3729 posts · Server econtwitter.net

market pricing of @ECB policy rate moves – Note: 's Klaas Knot says markets may underestimate Sept rate hike chances, chart @BloombergTV tinyurl.com/2tj4smz6

#Euro #ecb

Last updated 1 year ago

acemaxx · @acemaxxanalytics
287 followers · 3729 posts · Server econtwitter.net

market pricing of @ECB policy rate moves, chart @BloombergTV

#Euro

Last updated 1 year ago

acemaxx · @acemaxxanalytics
286 followers · 3707 posts · Server econtwitter.net

area PPI in July 2023: -0.5%M, -7.6%Y chart @eurostat_EU tinyurl.com/2zdfjft4

#Euro #Inflation

Last updated 1 year ago

acemaxx · @acemaxxanalytics
276 followers · 3574 posts · Server econtwitter.net

expects a further large core slowdown in the area and even the hard-hit over the next 6-12 months, notes Jan Hatzius @GoldmanSachs

#GoldmanSachs #Inflation #Euro #uk

Last updated 1 year ago

acemaxx · @acemaxxanalytics
269 followers · 3464 posts · Server econtwitter.net

area CPI in July: 5.3%Y (June: 5.5%, 2022: 8.9%), -0.1%M, core: 5.5%Y, -0.1%M, chart @EU_eurostat bit.ly/3DZBEzS

#Euro #Inflation

Last updated 1 year ago

acemaxx · @acemaxxanalytics
270 followers · 3463 posts · Server econtwitter.net

area CPI versus FAO Food Index, chart @TS_Lombard

#Euro #food

Last updated 1 year ago

acemaxx · @acemaxxanalytics
268 followers · 3373 posts · Server econtwitter.net

area money-markets currently price a 40% chance of a 25bp from @ECB in Sept., with a further 66bp of priced for next year, chart @markets bit.ly/47sUXPC

#Euro #hike #cuts

Last updated 1 year ago

acemaxx · @acemaxxanalytics
268 followers · 3373 posts · Server econtwitter.net

area: The recent swings in the price for highlight the lingering risk of disruptions to the more benign dynamics of late, chart @markets bit.ly/47sUXPC

#Euro #naturalgas #supply #Inflation

Last updated 1 year ago

acemaxx · @acemaxxanalytics
265 followers · 3294 posts · Server econtwitter.net

area goods signals flashing, while services disinflation continues, chart @TS_Lombard

#Euro #deflation

Last updated 1 year ago

acemaxx · @acemaxxanalytics
265 followers · 3289 posts · Server econtwitter.net

The combination of ‘s higher interest rates and renewed restraint in Govt spending is threatening to strangle expansion in the zone, raising the risk of a nasty - chart @economics tinyurl.com/4ufsz7ya

#ecb #Euro #recession

Last updated 1 year ago

acemaxx · @acemaxxanalytics
259 followers · 3207 posts · Server econtwitter.net

From Jan. to July the price of a has risen more than 2x as fast in the zone and , and nearly 4x as fast in .

#bigmac #Euro #britain #canada

Last updated 1 year ago

acemaxx · @acemaxxanalytics
252 followers · 3176 posts · Server econtwitter.net

area July flash HICP is still consistent with a bumpy, but clear, trend in 2H2023, chart @TS_Lombard

#Euro #disinflationary

Last updated 1 year ago

acemaxx · @acemaxxanalytics
251 followers · 3073 posts · Server econtwitter.net

real yields are materially positive – higher for longer will increasingly squeeze the European economy, chart (awesome) @TS_Lombard

#eurozone #Euro

Last updated 1 year ago