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Even Europe's Draghi-Led Market Euphoria Can't Buoy the Euro


Even Europe’s Draghi-Led Market Euphoria Can’t Buoy the Euro
Bloomberg
2/7/2021
John Ainger and James Hirai
(Bloomberg) European bonds gave Mario Draghi a seal of approval last week. The euro suggests he’s not quite the silver bullet for the region’s challenges.
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As Italy’s debt markets were breaking records off the back of Draghi’s appointment as Premier-designate, the euro endured a second week of declines and fell below $1.20. It’s a sign that the currency bloc’s problems may be more ingrained than the fate of its third-largest economy.
“The only supportive elements for the euro at the moment are really the somewhat hawkish European Central Bank,” said James Athey, a money manager at Aberdeen Standard Investments. “The euro will likely head down to $1.17.” ....

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UK: This UK bond trend is seen powering ahead, Brexit deal or not


Synopsis
The yield gap between two and 10-year government bonds is already headed for its first annual increase since 2013 due to the damage inflicted by the coronavirus pandemic, rising six basis points to 33.
Agencies
The caveat is that even if the UK enters a free-trade agreement with the EU, 4 per cent would be shaved off the nation’s gross domestic product in the long run compared to where the economy would’ve been if Brexit never happened.
By James Hirai
Britain’s yield curve will probably steepen next year, regardless of whether the UK and European Union agree on a trade deal. ....

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