Is the EUR swap market prepared for what’s coming in 2023? We find that the market is yet to understand how hawkish Lagarde intends on being in Q1/Q2. Here is what our models tell us..
👍 Exactly the type of non consensus, geo-politically grounded, yet technically supported analysis (especially appreciate the insight on correlation and cycle lags) I am looking for.
👍 Exactly the type of non consensus, geo-politically grounded, yet technically supported analysis (especially appreciate the insight on correlation and cycle lags) I am looking for.