Articles
18 Sep 2024
"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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18 Sep 2024
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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18 Sep 2024
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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18 Sep 2024
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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18 Sep 2024
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...
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17 Sep 2024
The development of energy storage is a prerequisite for the continued large-scale deployment of renewable energy. While solar and wind are seen as key technologies in the low-carbon energy transition and the electrification of the economy, man...
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