Kevin Thozet, a member of the investment committee at Carmignac reacts to today’s European Central Bank meeting and looks ahead to next week’s Federal Reserve meeting. The European Central Bank (ECB) faces a conundrum Weak economic gro...

"The ECB cut interest rates by 25bp at today’s meeting, with no major surprises on the communication on future steps. There is no willingness to signaling that the time for accelerating the policy normalization has arrived (yet) as tensions within...

At its last meeting in July, the European Central Bank (ECB) kept its cards close to its chest, stressing its data-dependency and refraining from pre-committing to the future path of interest rates, says Ulrike Kastens, economist for Europe at ass...

Ulrike Kastens, European Economist at asset manager DWS about the ECB rate cut today: P> "The ECB delivered today, easing the monetary brake further. This was certainly appropriate, given the growing confidence in the achievement of the inf...

Cyclical and structural challenges as consumption patterns change. Zhennan Li, Senior Asia Economist, Pictet Wealth Management. The recovery in household consumption in China has been relatively sluggish since the pandemic and spending...

Que sera, sera César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Last week, the US equity market was overshadowed by speculation about the size of the upcoming Fed rate cut. While the consumer in...