euro
The euro was widely described as weakening as French fiscal and political stress widened bond spreads, raised contagion concerns and complicated the ECB’s policy choices 101822. Several analysts linked the move to a stronger dollar and energy or supply vulnerabilities, with some seeing scope for further euro losses 411. Others highlighted technically oversold conditions and possible short-term rebounds, while debate continued over whether current stress implied genuine credit or redenomination risk 1421.
From the window to Oct 10, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 4 voices3 bearish1 bullish
Strongly bearish
- JBjeroen bloklandStrongly bearish Expects the euro to weaken, seeing it as the weak link among major fiat currencies. “The euro is increasingly looking like the weak link among major fiat currencies.” Open the post The spread on 10-year French government bonds ha… · 12 Oct
Bearish
- MHMichael HowellBearish Expects the euro to weaken as the ECB prints money in every bond or fiscal crisis. “they'll be printing money. So the euro will weaken as it's doing right now” ▶ 32:42 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
- FRFawad RazaqzadaBearish Expects the euro to stay under pressure given a challenging fundamental backdrop and French fiscal concerns. “fundamentally, the backdrop remains challenging for the euro-dollar” ▶ 1:39 EUR/USD Bounce Hits a Wall of Fed Hawks and Fren… · 13 Oct
Bullish
- BJBrent JohnsonBullish Sees a possible short-term bounce in the euro given washed-out positioning, sentiment and momentum. ▶ 4:59 MacroVoices #553 Brent Johnson: Disparate Housew… · 8 Oct
3 bearish1 bullish
Mentions
15 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 4 mentions
- Gary Bohm 2 mentions
- jeroen blokland 2 mentions
- GoldRepublic Global 1 mention
- Alexander De Croo 1 mention
- Anna Rovzar 1 mention
- Jeffrey Currie ++ 1 mention
- Brad Setser 1 mention
See what your own voices say about euro, every morning.
Start a desk