@donnelly_brent@arezqiah if you look at nom rate diffe, eurusd should be around 1.08. 75bps priced yes, but only in rates market. At the start of Aug mkt was pricing 44bps, those +30bps aren't in the eurusd. If they do 75bps it's be bearish for some reasons, if they do 50bps it will be bearish for others
@MacroMancunian@donnelly_brent@Geo_papic Jan-May 22, EU exports to China+Russia+US +4.6%. EU imports to those +53.5% (net -187 b€). Imports from Russia +147%, while exports to Russia -29%...