Articles
18 Oct 2024
From Dr. Pablo Duarte, Senior Research Analyst at the Flossbach von Storch Research Institute
“As expected, the European Central Bank (ECB) has lowered interest rates by 25 basis points. Despite ECB President Christine Lagarde's uncertainty ...
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18 Oct 2024
Bottom line: The ECB cut interest rates by 25 basis points today, speeding up from a quarterly pace, due to slowing growth, weaker employment and inflation undershooting its projections. The jury is still out on how long the ECB will stay in this ...
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18 Oct 2024
Comment by bond expert Peter Goves from asset manager MFS on today's ECB decision.
As widely expected, the ECB cut its policy rate in a unanimous decision by 25bp to 3.25%. This remains based on a reaction function that includes the assessment ...
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16 Oct 2024
Last Thursday, the French government transmitted to parliament the budget bill for 2025. There were no surprises relative to what had abundantly leaked in the press the previous week. This probably explains why the 10-year spread between OATs and ...
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16 Oct 2024
Peter Goves, Head of Developed Market Debt Sovereign Research at asset manager MFS on the ECB meeting tomorrow:
We have high conviction the ECB will cut its policy rate by 25bp from 3.50% to 3.25% next week. This is based on further deteriorati...
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16 Oct 2024
Kevin Thozet, member of the investment committee
The European Central Bank (ECB) has been living in both hope and fear. Hope that growth would finally pick up after five consecutive quarters of GDP hovering around 0%, and fear that persistent i...
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