Euro down around 3.8 in Nov, heading towards 1
Analyst views on outlook vary widely
39;Trump trades39; increase correlation between US stocks and euro
Euro seen increasingly volatile if it drops further towards 1
LONDON, Nov 27 Reuters As the euro heads for its worst month since early 2022, analysts warn that a wild ride in the currency could be the next source of global market volatility after gyrations in Japan39;s yen sparked a bout of crossasset turmoil in August.
Europe39;s single currency has slumped by around 3.8 against the dollar in November. It is now teetering towards the key 1 mark , pressured by U.S. Presidentelect Donald Trump39;s proposed trade tariffs, euro zone economic weakness and an escalating RussiaUkraine conflict, just as U.S. growth bets lift U.S. stocks and the dollar .
Investors and currency traders, however, are divided about what comes next because the dollar is also vulnerable to inflationary tariffs and government debt increases shaking faith in U.S. markets and the economy.
This uncertainty could increase if the euro drops further, raising the threat level for unexpected currency shifts that could upend highly popular socalled Trump trades, which bank on the euro falling as U.S. stocks rise, analysts said.
We39;ll get volatility because people will start to think Are we breaking through eurodollar parity or will it snap back? Societe Generale head of FX strategy Kit Juckes said.
The minimum we will see is more debate in both…