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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
A hawkish ECB stays the course despite market turmoil
The ECB stuck to its 50 basis point hike despite financial stability concerns. Tightening credit could hit the real economy earlier, and harder, than expected.
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.
CIO podcast: Frustrations at the Fed and what the winter might hold
Fidelity International's Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about the recent market turmoil.
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.
Chart Room: Interest rates won’t fix the euro’s problems this time
Chart Room: Interest rates won’t fix the euro’s problems this time
ECB hikes 50bp but window to hike further is closing
The ECB finally raises interest rates
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.
Chart Room: Fingers in the punch bowl
Central bankers seeking to deploy rate hikes against inflation risk collateral damage as tighter policy threatens already swollen debt servicing costs.
ECB joins the hawkish bandwagon
Hawkish pivot gives the Governing Council more policy flexibility.
ECB signals further stimulus as double dip recession chances spike
Despite taking no action at the October meeting, the European Central Bank (ECB) laid the groundwork for further easing at its next meeting in December.
European Central Bank: Goodbye Mario, good luck Christine
ECB leaves rates unchanged at Draghi's final meeting.
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