DB

Dominic Bunning 5.0 3 ideas

Head of European Equities, JPMorgan
Per mention Per thesis
ⓘ Each mention is one idea
 winrate (30d)  ·  W / L  ·  1 positions (30d)
Avg: —
Recent positions
TickerDirEntryP&LDate
EU LONG $2.08 Apr 20
By sector
currency
2 ideas
unresolved
1 ideas
Top tickers (by frequency)
USD 1 ideas
EU 1 ideas
EUR/GBP 1 ideas
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
Dollar outperformance undermined by confidence issues.
There is an underlying sense of less confidence in the dollar's performance globally, as seen in the UAE seeking a swap line and similar trends in the Middle East and Asia, which gradually undermines the degree to which the dollar can outperform.
USD 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) | 3 trade ideas tracked | USD, EU, EUR/GBP | YouTube | Buzzberg