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Category Archive

Trump’s actions may have become the saviour of the European economy…in the long term

Keith GrindlayMarch 6, 2025Currencies, Europe, European Central Bank, EURUSD, GBPUSD, GDP, germany

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The example of Brexit is that when politics get in the way of economics, nobody wins

Keith GrindlayNovember 21, 2024China, Consumer, Emerging Markets, Equities, Europe, Manufacturing, Peoples Bank of China, President, Trade, Trump

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Storm warning

Keith GrindlayOctober 13, 2024Boeing, bonds, Central Banks, China, Debt, Europe, France, GDP, italy, Liquidity, Manufacturing

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Can Europe survive another major economic downturn?

Keith GrindlaySeptember 9, 2024Agriculture, China, Consumer, Europe, European Central Bank, EURUSD, Foreign Exchange, GBPEUR, Inflation, Rates

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‘Life can only be understood backwards; but it must be lived forwards’, Christine Madeleine Odette Lagarde

Keith GrindlaySeptember 16, 2023bonds, China, Debt, Dollar, Europe, European Central Bank, EURUSD, Foreign Exchange, GDP, Inflation, Jackson Hole, oil, Peoples Bank of China, R*, Rates, Volatility

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Recent Commentary

  • EU’S Chance to Shine
  • The mass migration from the Dollar adds to asset losses
  • Blame game = Drain game
  • Trade is the great leveller, and so are volatile markets
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  • Whether it is seen as liberation day or resentment day, nobody wins
  • US Personal Consumption Expenditure data = an employment shock to confidence
  • UK – CPI changes, ONS mistakes and a budget
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