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EUR/GBP at 0.8725 Whispers What Equity Indices Are Screaming
Sterling outpaced the euro on the downside Friday, but the cross barely moved. Read the bond market, not the headlines.
9 saat önce · 2 min read
European Bureau
Marcus Brandt
ECB Policy, Bank of England, European Fixed Income, EUR/GBP FX, European Banking
HamburgAge 519 articles published4 this week
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DEEUR/GBP at 0.8725 Whispers What Equity Indices Are Screaming
Listen to Marcus Brandt's latest column.
About
Ran a fixed income desk at Deutsche Bank for 15 years before a rate call that made him famous and the bank nervous sent him into journalism. Has a gift for finding the single data point buried in an ECB statement that everyone else skimmed.
Articles
9 articles · ~19 min total reading
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EUR/GBP grinds higher while equity beta cracks — watch the gilt curve, not the FTSE
A 0.22% move in cable's cousin tells you more about ECB-BoE divergence than a 1% wobble in the FTSE ever will.
1 gün önce · 2 min read
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EUR/GBP at 0.8659 Tells You What Lane's Energy Speech Won't
Sterling firmer, euro drifting, and an ECB officialdom suddenly very interested in 'integration' and 'energy shocks'. Read the rotation.
3 gün önce · 2 min read
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EUR/GBP at 0.8654 Whispers What Bund-Gilt Spreads Are Shouting
Sterling holds 1.3585 against the dollar while the cross drifts lower. The boring tape is the story.
5 gün önce · 2 min read
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Sterling Outpaces the Euro on a Quiet Friday — and That's the Tell
GBP/USD up 0.57% versus EUR/USD's 0.48%. A nine-basis-point cross move tells you more about Threadneedle Street than any speech this week.
09.05.2026 · 2 min read
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ECB Survey Flags Credit Tightening as Euro Steadies Near 1.1669
April bank lending survey confirms what bond spreads have whispered for weeks — European credit conditions are deteriorating faster than policymakers acknowledge.
30.04.2026 · 2 min read
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ECB Survey Reveals Tightening Credit Squeeze as European Equities Drift Lower
Bank lending conditions deteriorate while the PRA moves to tighten life insurance oversight—a convergence that warrants attention from fixed income watchers.
29.04.2026 · 2 min read
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ECB Survey Signals Credit Tightening as European Equities Drift Lower
April bank lending data confirms what fixed income markets have been pricing for weeks — the transmission mechanism is working, perhaps too well.
29.04.2026 · 2 min read
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ECB Lending Survey Signals Credit Squeeze as European Equities Drift Lower
Bank lending conditions tightened across the eurozone in April, while funded reinsurance rules from the PRA add another layer of regulatory complexity for UK insurers.
29.04.2026 · 2 min read