ECB and Oil: Past to Present Market too hawkish

How #ECB has responded to #oil shocks in the past and what it means for now (incl. this week's #ECBmeeting). #Iran #inflation #energy #oilshock #Europe #centralbanks
#ThinIceMacro #globalmacro
open.substack.com/pub/thinicem...

ECB Preview: Don't Mention the Hike A comms guide

“Just don’t mention the #hike.” My #comms guide for the #ECB meeting - see my latest #substack newsletter, sub is free 👇

open.substack.com/pub/thinicem...

#ECBmeeting #euro #EURUSD #ThinIceMacro #globalmacro

Dispatch€s from Frankfurt: ECB: Mission Accomplished Keeping inflation on target will likely require one more cut

Dispatch€s from Frankfurt: ECB: Mission Accomplished open.substack.com/pub/thinicem...
I maintain my baseline for a 1.75% terminus in September.

#ecb #ecbmeeting #governingcouncil #lagarde #eurozone #euro #inflation #tariffs #globalmacro #thinicemacro

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