- "We turn bullish on the EUR in the wake of the hawkish ECB meeting and recommend long EUR versus USD, JPY, and GBP,"
- "Firming inflation seems to have prompted elevated concern from ECB policymakers (who expressed "unanimous concern" about inflation), and it seems increasingly likely that the ECB will hawkishly recalibrate policy at its March meeting,"
For bank trade ideas, check out eFX Plus.
Note, SG are taking a similar view: