ECB
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Investment Talks 17.03.2023 ECB increases rates: the job on inflation is not done yet, but expect a softer path
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Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

More 5 to 10 minutes
  • 13
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Global Investment Views 24.02.2023 Global Investment Views - March 2023
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The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

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  • 84
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Monthly Cross Asset 8.02.2023 Why and what if inflation falls faster than expected?

High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm stance will bring down inflation, possibly faster than expected.

More 5 to 10 minutes
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Investment Talks 3.02.2023 ECB-inspired rally risks going too far

Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

More 5 to 10 minutes
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Global Investment Views 2.02.2023 Global Investment Views - February 2023
12

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
  • 12
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Investment Talks 19.12.2022 Hawkish surprise from the ECB

Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

More 5 to 10 minutes
Research Center - 2022.10 - A dovish pivot from the ECB
Investment Talks 28.10.2022 A dovish pivot from the ECB: Euro bonds back in focus

The ECB has turned more dovish suggesting a less aggressive rate hike path ahead.

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Monthly Cross Asset 12.10.2022 TLTRO in the context of ECB policy normalisation

TLTRO repayments and redemptions will drive incoming ECB passive QT over the next few quarters.

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Investment Talks 27.09.2022 Italy election: no major surprise from the polls, maybe positive for markets

Election outcome and political scenario: The centre-right coalition won Italy’s general election on 25 September, with approximately 44% of votes.

More > 10 minutes

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