Konstantin Veit
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ECB: It Will Get Harder From Here
The European Central Bank will likely continue to cut interest rates, but future decisions could be more contentious.
ECB: Heading Towards Neutral
Despite still elevated domestic inflation, weak growth and inflation projected at target this year strengthen the case for further rate cuts.
ECB: Managing Risks to Growth
We continue to agree with market pricing following the ECB’s latest rate cut, but see additional downside risks to growth post-U.S. election.
ECB: Growth Concerns
Even without new staff projections, the European Central Bank makes policy less restrictive and lowers its relevant rate to 3.25%.
ECB: On a Quarterly Cutting Journey
While the European Central Bank did not precommit, the next cut is likely to be in December.
ECB: Next Stop, September
While the European Central Bank kept policy rates unchanged, the next cut is likely to be delivered soon.
ECB: Lower Cruising Altitude
While the European Central Bank cut policy rates by 25 basis points to 3.75% on its deposit facility, the trajectory beyond June remains unclear.
ECB: Eyeing a June Rate Cut
While the European Central Bank refrained from declaring victory at its April meeting, a June rate cut seems increasingly likely.
ECB: Next Stop, June
While market pricing looks more reasonable, European Central Bank rate cuts, which could commence in June, are unlikely to be delivered as aggressively as the market expects in 2024.