Linked trade ideas span 5 sources.
Bullish: European governments are increasingly promoting the euro as an alternative reserve currency, potentially strengthening its position. Bearish: Bearish view on euro stability with expectations of France potentially leaving the euro and massive ECB money printing leading to significant devaluation
“The Europeans, which have never really endorsed, the euro in an active way as a reserve asset, have actually started to do that more.”
Bell Curve — Forward Guidance: Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig
Forward Guidance
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Bankless
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Bell Curve
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Goldman Sachs Exchanges
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