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Central banks feel the heat of persistent inflation
Central banks feel the heat of persistent inflation
ECB still hiking but markets are focusing on the end point
President Lagarde tries to deliver another hawkish shock, but markets sense we are near the end of the hiking cycle for the ECB.
ECB rates stance raises risks of financial instability for 2023
If the ECB matches its hawkish rhetoric with policy action, concerns about the bloc's periphery may return, adding to concerns for investors next year.
ECB doves back in charge despite jumbo hike
The European Central Bank's 75 basis point hike in October may be its last jumbo move as the threat of recession looms large over the euro area.
Right-wing Italian coalition brings more risks in Europe
Right-wing Italian coalition brings more risks in Europe
ECB hawks rule, for now
While guidance remains hawkish on further interest rate hikes into 2023, implementing such a path will be hard in practice.
ECB: Too much too soon could be a riskier strategy
The European Central Bank lays out its tightening path.
ECB faces huge dilemma as Russian invasion of Ukraine unfolds
The ECB’s accelerated reduction in asset purchases came as a surprise. There may be more changes to come.
Cautious positioning required as Ukraine escalation adds to stagflationary risks
The overnight escalation of the Russia-Ukraine crisis is a worrying development with serious macro and market implications.
Macro briefing: German court ruling may reduce ECB firepower
The German court ruling poses long-term risks to ECB's flexibility
ECB: Whatever it takes, a thousand times over
ECB introduces pandemic emergency refinancing operations.
Macro briefing: Central banks prepare for further action as economic outlook darkens
The Eurozone economy contracted at the fastest rate on record in Q1
Macro briefing: ECB relaxes collateral rules to accept junk bonds
ECB’s decision comes ahead of S&P Global Ratings’ review of Italy’s credit rating
European IG: With volatility comes opportunity, but discipline is key
Recent price dislocations means the long run return potential of European investment grade bonds is positive, but prepare for continued volatility
ECB: Not another “whatever it takes” moment, but a smart move nonetheless
The ECB unveiled a targeted stimulus package but kept rates unchanged.
Will ECB's Lagarde reach for the bazooka to avoid European liquidity crisis?
Tomorrow Christine Lagarde, head of the ECB, gets her chance to calm markets. Will she reach for the bazooka?
ECB’s Strategic Review gives investors plenty to think about
The ECB held interest rates steady, but the focus of the meeting was on the announcement of its new Strategic Review.
ECB’s QE: Not enough to boost Eurozone bond markets
Modest size of ECB's new QE programme will be too inadequate to support the broader Eurozone government and corporate bond markets.
ECB fires an 'open-ended' salvo
The ECB announced a wide-ranging 'easing' package, including a rate cut and a restart of its QE programme.
ECB signals further cuts and a new round of QE in September
The dovish outlook, coupled with prospects of a further stimulus, is expected to fuel the demand for yield that we have seen so far this year.
ECB’s QE 2.0: Too much euphoria, too soon?
The current market euphoria around QE 2.0 and its expected impact on spreads might be misplaced.
Draghi’s dovish speech signals further central bank easing
The case for immediate easing by the Fed is however weak.
ECB takes a slightly more hawkish tone
The central bank however pushed back raising rates until at least mid-2020.
The ECB plays ‘wait and see’
The European Central Bank kept policy unchanged at its April meeting, and reverted back to 'wait and see' mode
ECB startles with dovish move
The central bank kept rates on hold and unveiled new cheap funding measures to boost the faltering Eurozone economy.
The ECB’s monetary policy is needlessly loose
The European Central Bank’s (ECB) unnecessarily loose monetary policy may leave it out of options when the next downturn comes.
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