DislikedEurope going home in a rather uneventful session as expected from a inline with expectations ECB. +++ Game changing playing continuation post ++++ long macro fundamental post alert ++++ Things are changing in the background. Last couple years we have been trying to outguess and digest Central Banks, Jan 2017 we pretty much have all clear from all CB in the world both in policy and expectations for the foreseeable future. --> Now in contrast populist and politicians have taken over and we are entering in new uncharted waters as every political short...Ignored
Going back to previous post, we have inflation (EMs, UK), we have asymetric war (50% of globe), trade wars check, sadly history tells for very little examples where the last 4th "check" doesnt materialize aswell where things to symetric.