Hard and survey data released this week have further reassured European Central Bank (ECB) officials that the economy is strong enough to weather higher US tariffs. Additionally, solid domestic inflationary

European Central Bank (ECB) officials have grown more convinced in recent weeks that a 2% policy rate is sufficient to safeguard price stability. While uncertainty over US tariffs will keep

European Central Bank (ECB) president Christine Lagarde reiterated that the bank is “in a good place,” but still retained optionality in today’s press conference, pointing out the central bank will

Stable inflation and positive economic growth have paved the way for the European Central Bank (ECB) to hold interest rates unchanged at its next policy meeting on September 11. The

Hard and survey data on the eurozone confirmed this week the economy is weakening, and the European Central Bank (ECB) is no longer facing any inflationary pressures. With the June

After lowering interest rates by 200-bps since June 2024, as expected the European Central Bank (ECB) left its benchmark interest rate today at 2%, adding the Governing Council (GC) is

European Central Bank (ECB) officials will start their summer break with a clearly signaled rate pause, leaving the benchmark deposit rate at 2% when their monetary policy meeting concludes this

The Financial Times, citing European Union negotiators, reported a few minutes ago that US President Donald Trump has suggested he might simply be done with it all and hit the

European Central Bank (ECB) officials have adopted a strong consensus to pause at their next monetary policy meeting on July 24, with the Governing Council looking to test over the summer whether

After cutting rates from 2.25% to 2.0%, as universally expected, European Central Bank President Christine Lagarde repeated two very clearly pointed and directional phrases in today’s post meeting press conference

Bottom Line: The ECB will cut rates from 2.25% to 2.0% next week, and while the forecast revisions that will be presented will be clouded by enormous tariff uncertainty, they

Markets have been slammed this morning by Trump’s threat to hike tariffs on the European Union to 50%. That tweet reflects intense frustration in Washington at the slow, combative, and lecturing tone

In the run up to the June 5 quarterly forecast round meeting of the Governing Council of the European Central Bank, a few of the more hawkish ECB officials have

With markets aggressively re-evaluating both US and global interest rate trajectories, we have fielded numerous client queries over the last few days about our expectation for rate cuts from the

Last Thursday’s meeting of the European Central Bank was a clear wake-up call for many Governing Council members who had been looking for a glide path to land rates at

In the face of mounting risks to the eurozone’s economic outlook, the European Central Bank (ECB) delivered a widely anticipated 25bps rate cut today, taking the deposit rate to 2.25%. 

With markets pricing a roughly 90% probability of a 25bps rate cut on April 17, the European Central Bank (ECB) would risk adding unnecessary volatility to the market by skipping

In the aftermath of the announcement last night by US President Donald Trump of reciprocal tariffs including a 20% levy on the European Union, and the affirmation of 25% tariffs

We are back in the US after three weeks of travel and meetings in Frankfurt and London and would like to thank our friends and clients for their time and

From European Central Bank President Christine Lagarde on through to the rest of the ECB Governing Council, a consistent and overall message has been one of unusual uncertainty for policymaking given two