Economy21 hours ago
European Bureau
Marcus Brandt
ECB Policy, Bank of England, European Fixed Income, EUR/GBP FX, European Banking
HamburgAge 5120 articles published3 this week
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ENBurnham Floats Free Movement, And EUR/GBP Has A Summit To Price
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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.
Promises on record
0 kept · 0 missed · 1 open- 10-22→ 11-05open
Articles
20 articles · ~48 min total reading
EconomyOct 22
EUREP Goes Standing: Frankfurt Builds A Backstop With A Passport
EconomyOct 20
Paris Burns, Spreads Reprice, and Frankfurt Talks About Rivers
EconomyOct 9
Terminal Above 3%, Mittelstand Under Water: The Contradiction the Council Must Price
Aug 14
Cash Persists In A Digital Euro Age — And The ECB Just Told You Why
Aug 7
The €1.06 Billion Wind Cheque Is A Bund Story Nobody Is Trading
May 26
EUR/GBP at 0.8625: The Cross That Refuses to Move Is Telling You Something
May 25
EUR/GBP at 0.8621: The Cross That Refuses to Pick a Side
May 20
EUR/GBP at 0.8660: The Sterling Bid Nobody Is Pricing Properly
May 19
DAX +1.99% While Sterling Yawns: The Geopolitical Risk Premium Just Quietly Compressed
May 18
EUR/GBP at 0.8694 is the Tell — Sterling's Carry Trade Has Quietly Returned
May 17
EUR/GBP at 0.8725 Whispers What Equity Indices Are Screaming
May 16
EUR/GBP grinds higher while equity beta cracks — watch the gilt curve, not the FTSE
May 14
EUR/GBP at 0.8659 Tells You What Lane's Energy Speech Won't
May 12
EUR/GBP at 0.8654 Whispers What Bund-Gilt Spreads Are Shouting
May 9
Sterling Outpaces the Euro on a Quiet Friday — and That's the Tell
Apr 30
ECB Survey Flags Credit Tightening as Euro Steadies Near 1.1669
Apr 29
ECB Survey Reveals Tightening Credit Squeeze as European Equities Drift Lower
Apr 29
ECB Survey Signals Credit Tightening as European Equities Drift Lower
Apr 29