Articles
10 Mar 2025
Gilles Moëc, AXA Group Chief Economist and Head of AXA IM Research, discusses the upcoming ECB decision.
"In practice for this Thursday, just like everyone else we expect a fifth consecutive 25-bps cut to 2.5% for the deposit rate. The dif...
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06 Mar 2025
Christine Lagarde will likely maintain a ‘data-dependent’, ‘meeting-by-meeting’ rhetoric. And she is broadly expected to proceed with her sixth 25-basis-point rate cut in almost as many meetings, bringing policy rates to 2.5%.
But appearances ...
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05 Mar 2025
From green to gold cards
César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management.
A drop in US consumer confidence and a rise in jobless claims weighed on US equities and Treasury yields in a jittery week that ended with s...
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04 Mar 2025
Gilles Moëc, AXA Group Chief Economist and Head of AXA IM Research, discusses the upcoming ECB decision.
"In practice for this Thursday, just like everyone else we expect a fifth consecutive 25-bps cut to 2.5% for the deposit rate. The dif...
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04 Mar 2025
The European Central Bank (ECB) is expected to deliver another 25-basis point cut to its key interest rates at the March monetary policy meeting. But the outlook thereafter has been clouded by hawkish comments from influential Governing Council me...
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28 Feb 2025
Tilo Wannow, ODDO BHF Asset Management.
Investors who stuck with US technology stocks last year did not do too badly. This is because US companies (but not just them) are often locked into growth stories. So, should we leave European equi...
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