You will find below a commentary by Frederik Ducrozet, Head of Macroeconomic Research at Pictet Wealth Management, ahead of the ECB meeting next Thursday (7 March). The timing of the first ECB rate cut is important (we stick to June), but...

Core rate remains problem child - ECB to remain data and not date dependent It is good news that headline inflation in the euro area continued to fall in February. It now stands at 2.6 per cent, as pressure on food prices in particular has ease...

Allianz Global Investors (AllianzGI) has carried out its annual analysis of the exercise of its voting rights at general meetings (proxy voting), based on its participation to 9,137 (2022: 10,205) shareholder meetings and its vote on nearly 10...

By Ole Hansen, Head of Commodity Strategy at Saxo Ole Hansen Gold continues to grind higher with the current level around $2035 reducing the monthly loss to just 1%, an impressive performance during a month that has seen US rate cut expect...

With economic growth picking up, the Bank of England will be afraid to cut interest rates too quickly for fear that high wage inflation will lead to a rise in broader above-target inflation in 2025. A real dilemma, says Columbia Threadneedle chief...

by François Rimeu, Senior Strategist, La Française AM In 2023, Germany's economic output shrank, further slowing down growth in the European Union. According to the ifo forecast, a decline is also expected for the first quarter of 2024. Are t...