HSBC's Bloom Sees Euro Going Upwards and Onwards

The video discusses the euro's market trends, analyzing structural, cyclical, and political factors. It covers euro positioning, historical market movements, and the ECB's potential actions. Inflation and wage trends are examined, highlighting the lack of wage inflation despite low unemployment. The discussion extends to bond yields and economic outlooks, emphasizing deflationary trends. Finally, the impact of Brexit on the UK economy and currency is explored, focusing on political and structural factors.

What are the three different parts into which the currency can be deconstructed?

How did the political sentiment change regarding the US after Trump's election?

What is the current outlook for the ECB in terms of raising rates?

What does the speaker suggest about wage inflation in various countries?

How does the speaker perceive the relationship between inflation and currency value?

What are the implications of Brexit on the UK's economic outlook as discussed?

What is the significance of the current account deficit in the UK according to the discussion?