4/05/2026 Policy on pause The energy shock is large enough to change the policy backdrop, but it is not yet clear enough to justify an immediate response in the form of a rate...
13/09/2022 Economy & Markets ECB meeting: bold rate hike; watch out for more to come Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
13/09/2022 Economy & Markets Reassessing the view on Europe: hot questions for investors To understand how the stagflationary environment in Europe affects the region's markets.
22/07/2022 Economy & Markets ECB meeting: larger-than-expected rate hike, with new fragm... July meeting: The ECB hiked its three key interest rates by 50bp for the first time in more than a decade, bringing its rates out of negative territory.
22/07/2022 Economy & Markets Italy swimming in uncertain waters as PM Draghi resigns Italian government crisis, likely outcome: snap elections the most likely outcome. Prime Minister Draghi would remain at the helm of a caretaker government,...
11/07/2022 Economy & Markets The ECB’s ability to raise rates will depend on the strengt... The ECB is determined to tighten its monetary policy in the face of record high inflation levels.
29/06/2022 Economy & Markets Focus on Spain: macroeconomic projections and fixed income v... The energy crisis in Europe, coupled with supply chain bottlenecks worldwide, and accelerated monetary tightening are the major headwinds for the Eurozone...
