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Dominic Bunning 5.0 2 ideas

Head of European Equities, JPMorgan
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1 long
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#TickerNameStanceConvEntryP&L YTDThemeThesisFirst MentionedSrc
1 EU Euro LONG HIGH $2.08 Macro The ECB is more likely to react to inflation pressures this time around compared… Apr 20 YOUTUBE
Positions
TickerDirEntryP&LDate
EU LONG $2.08 Apr 20
ECB reaction to inflation supports Euro.
The ECB is more likely to react to inflation pressures this time around compared to 2022, starting from a higher rate base, which is more positive for the Euro.
EU HIGH Bloomberg Markets Apr 20, 12:48
Head of European Equities, JPMorgan
ECB may hike faster than BOE, supporting EUR/GBP.
The BOE is more likely to see rates come down, and if rates need to go up, the ECB will hike faster due to differences in labor market tightness and demand, supporting EUR/GBP.
EUR/GBP HIGH Bloomberg Markets Apr 20, 12:48
Head of European Equities, JPMorgan
Dominic Bunning (Head of European Equities, JPMorgan) | 2 trade ideas tracked | USD, EU, EUR/GBP | YouTube | Buzzberg