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,...

The banking sector has proved resilient during the pandemic, and eurozone banks will continue to play a significant role supporting the near-term...

Inflation prospects will again dominate the upcoming ECB meeting. We do not expect any clear policy signals or decisions given that the council made...

Tensions between Russia and Ukraine continue to put pressure on energyprices, which remain at extremely high levels. Barring a quick resolution of...

With eurozone inflation confirmed at a record-high of 5.0% y/y in December, the debate over how long upward price pressures will continue returned to...

The release of the ECB December meeting minutes confirmed that inflation remained at the forefront of the Governing Council’s discussions last month....

The spread of Omicron across Europe will probably see a surge in infections over the coming weeks that could surpass all previous waves. Although...

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...

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 health situation is deteriorating across Europe, prompting strongercontainment measures. Beyond the direct impact that renewed restrictions will...