The Euro Is on Watch: Geoff Yu

The transcript discusses the European Central Bank's (ECB) potential reactions to changes in euro levels, particularly in light of disinflationary pressures. It explores the ECB's stance on tapering and financial conditions, comparing it to other central banks like the Fed. The debate on monetary policy and its implications for financial markets is highlighted, with a focus on the potential impact of tapering on the euro and European investments. The discussion also touches on the relationship between European bonds and Treasurys, and how these dynamics influence market flows.

What factors could influence the ECB's decision to scale back its asset purchase program?

Discuss the potential effects of a tapering policy by the ECB on the euro.