ECB getting close to neutral (but not there yet)
Today’s monetary policy statement hints at a possible pause in rate cuts next month.
All eyes on tariffs as Fed holds and ECB cuts
US and European central banks are now on different tracks, at least until the details of US trade policy become clearer.
Fixed Income 2025: Rates make return journey
After navigating an interest rate hiking cycle, fixed income investors face a completely different challenge in 2025.
ECB keeps door open to further rate cuts
European policymakers are likely to cut interest rates again this year, although the risks to the economic outlook and to the euro’s value have faded.
ECB will cut soon, but US divergence can’t be ignored
The European Central Bank is now on course to cut interest rates before the Federal Reserve, but sooner or later it will be captive to events in the US
ECB in no rush to cut
While the odds on a soft landing for the developed world are rising, European growth is sluggish and we think the ECB will soon be under pressure to cut rates
Fed deals its cards early on rates
Fed deals its cards early on rates
Emerging markets give clues to Fed rate cut timing
Want to know when the Fed or ECB will start cutting interest rates? You could do worse than look at their emerging markets counterparts.
No holidays for central banks: Where we think there’s more to come
A busy month for central banks delivered expected hikes in Europe and the US, but a surprise tweak to policy in Japan.
Central banks fighting yesterday’s battles as credit crunch looms
Central banks fighting yesterday’s battles as credit crunch looms
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