Articles


Bottom line: The ECB cut rates by 25 basis points today, as expected, having revised down its growth projections but still expecting inflation to fall to its 2% target in the second half of 2025. We think the ECB could cut again this year as rates...
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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...
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"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...
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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...
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Ulrike Kastens, European Economist at asset manager DWS about the ECB rate cut today:
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"The ECB delivered today, easing the monetary brake further. This was certainly appropriate, given the growing confidence in the achievement of the inf...
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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...
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