7 Comments
author

ECB hawkishness and improving economic prospects in Europe (warm weather, energy prices down, European equities outperforming) would be the fundamental backdrop.

Expand full comment

Thanks for sharing your valuable market insights!

I just wonder is there any fundamental/macro reason to be long EURCHF? I get the technical aspect, but struggling to find a convincing macro narrative to be long EUr against CHF, except further ECB hawkishness

Expand full comment

also were is your take profit on eur/chf

Expand full comment
author

1.05

Expand full comment

i bought also long Henry Hub natural gas. but i bought a lot of boil at 20$ it fall like knife i can not look at it but why did you buy it i want to feel comfortable

Expand full comment
author

Uhh I didn't mention anything about nat gas, maybe you're confused with something you read elsewhere. I'd keep an eye on the Freeport export terminal reopening and cold weather to maybe save your position.

Expand full comment

yes i was reading old report from you but i mixed up its ok now i know how to look

Expand full comment