"IN THE EYE OF THE STORM" - TOP GOLDMAN MACRO TRADER LOOKS AT WHAT HAPPENS NEXT ...

TRUMP: CRIMEA IS NOT EVEN A POINT OF DISCUSSION. ...

TRUMP: THE SITUATION FOR UKRAINE IS DIRE. ...

TRUMP: WE ARE VERY CLOSE TO A UKRAINE AND RUSSIA DEAL. ...

TRUMP: ZELENSKIY SHOULD FINALLY GET IT DONE. ...

ECB'S KNOT: A US TARIFF OF 25% ON IMPORTS FROM EUROPE WOULD LOWER EURO AREA GROWTH BY ABOUT 0.3 PERCENTAGE POINTS, MORE WITH RETALIATION. ...

ECB KNOT: 2% INFLATION TARGET IS WITHIN REACH ...

ECB'S KNOT: CURRENT SITUATION PRESENTS OPPORTUNITY FOR EURO ...

ECB'S KNOT: MEDIUM-TERM INFLATION OUTLOOK IS FAR LESS CLEAR. ...

ECB'S KNOT: BEST FOR RATES TO BE AT NEUTRAL LEVELS FOR NOW ...

ECB KNOT: UNDERLYING PRICE PRESSURES ARE “LOOKING GOOD” ...

ECB'S KNOT: IN THE NEAR TERM INFLATION MIGHT WELL FALL FASTER THAN IN MARCH PROJECTIONS DUE TO EURO APPRECIATION, ENERGY PRICES AND NEGATIVE IMPACT OF UNCERTAINTY AND TARIFFS ON GROWTH. ...

ECB'S KNOT: FOR THE MEDIUM TERM, HOWEVER, THERE STILL IS THE RISK THAT DISRUPTIONS IN GLOBAL SUPPLY CHAINS WILL PUT UPWARD PRESSURE ON PRICES. ...

ECB'S KNOT: GIVEN THE STILL-TIGHT LABOUR MARKETS, IT SEEMS LIKELY THAT THE FISCAL BOOST WILL CONTRIBUTE POSITIVELY TO INFLATION. ...

ECB'S KNOT: WHILE NEAR-TERM RISKS TO INFLATION ARE DOWNWARD, FOR THE POLICY-RELEVANT MEDIUM-TERM THIS IS FAR LESS CLEAR. ...

ECB'S KNOT: DYNAMICS OF UNDERLYING INFLATION ARE AT THE MOMENT LOOKING GOOD, AND I'M KEEPING AN EYE ON FISCAL BOOST TO LABOUR MARKET. ...

ECB'S KNOT: TARIFFS WOULD LEAD TO PERSISTENT OUTPUT DECREASE ...

ECB'S KNOT: BEFORE US TARIFF ANNOUNCEMENTS, I COULD HAVE FAVOURED A HOLD IN MARCH. ...

ECB'S KNOT: I'M A CAUTIOUS BELIEVER OF A GREATER INTERNATIONAL ROLE FOR THE EURO. ...

🔴 US TREASURY SECRETARY BESSENT WON'T SEEK CURRENCY TARGET IN TALKS WITH JAPAN - NIKKEI. ...