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Despite the economic headwinds and much increased uncertainty stemming from the Russian invasion of Ukraine the ECB decided to accelerate its QE exit...
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Up until recently there had been growing signs that the forces that lifted durable goods prices last year had begun weakening or even reversing. But...
The February ECB meeting marked the beginning of a clear hawkish shift in the ECB’s policy outlook. Although the policy stance was left unchanged,...
Inflation prospects will again dominate the upcoming ECB meeting. We do not expect any clear policy signals or decisions given that the council made...
The ECB took significant steps to tighten its highly accommodative policy stance over the course of 2022 on the back of upwardly revised growth and...
The easing of the severe supply-chain bottlenecks that brought the eurozone’s industrial recovery to a standstill in early 2021 will be gradual, with...
It appears to be a forgone conclusion that the ECB council will agree to end its Pandemic Emergency Purchase Programme (PEPP) at its upcoming...
The SPD, FDP and Green party have struck a deal to form the next German government, which should be in power by early-December. A first reading of...
We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months ago. In fact, there’s a high...
We don’t expect any policy changes to emerge from the October ECB meeting as key policy decisions are closely tied to updated macroeconomic...
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