The Energy_老虎社区_美港股上老虎

吴家琦
2022-07-06

The Energy crunch in Europe

1) Energy induced Recession = lower EUR

2) Recession Risk = higher credit spreads and peripheral spreads = lower portfolio inflows

3) Higher cost of manufacturing, shortage of key supply chain materials increase inflation pressure and growth pressure

4) Factory shutdowns = potential higher unemployment

Essentially the Euro area's cost of energy is 3-4 times higher than that of the US and this key disadvantage for Euro manufacturing requires a weaker currency

ECB can make all the noise they want on FX but with 214bps priced over 2yrs already - not really much they can speak up.

Is USD parity Around the corner?

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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zhihuaya
·2022-07-07

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- JemLIm:
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  2022-07-07
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大宗猎手
·2022-07-07
这篇文章不错，转发给大家看
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波罗的海蜜蜡
·2022-07-07
这篇文章不错，转发给大家看
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JemLIm
·2022-07-07
yes
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Bigbenben
·2022-07-07
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Lasers
·2022-07-06
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抱歉，当前请求异常(-1)

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