ecb

Latest news and analysis on ecb

Macro

ECB makes eighth cut this cycle

As expected, the European Central Bank (ECB) cut its policy rates today for the eighth time in this cycle, marking its seventh straight cut. The interest rates on the...
Seema Shah
Principal Asset Management
Macro

ECB makes fifth straight rate cut

As expected, the European Central Bank (ECB) cut its policy rates today for the sixth time in this cycle, marking its fifth straight cut. The interest rate on the main...
Seema Shah
Principal Asset Management
Macro

ECB cuts rates in move to a dovish tilt

Markets are expecting a further run of consecutive rate cuts over the coming few quarters.
Seema Shah
Principal Asset Management
Macro

ECB cuts policy rates with greater urgency

The European Central Bank (ECB) cut its policy rates today for the third time in this cycle. The interest rate on the main refinancing operations, the marginal lending...
Seema Shah
Principal Asset Management
Macro

The drivers of higher unemployment across countries

Weaker demand for labour explains higher unemployment in most countries, but Australia's jobless rate has edged up on increased supply.
Kieran Davies
Coolabah Capital
Macro

ECB: Nothing to see here

Having delivered its first cut of the cycle last month, the European Central Bank (ECB) kept rates on hold today — as was widely expected. The interest rate on the...
Seema Shah
Principal Asset Management
Macro

A rate cut for the ECB today, but then what?

As widely expected, the European Central Bank (ECB) cut its key policy rates for the first time in five years. The interest rate on the main refinancing operations,...
Seema Shah
Principal Asset Management
Macro

Solid EA core inflation unlikely to stop a ECB rate cut next week

Solid core inflation may not stop next week's ECB rate cut, but raises questions about the pace of further cuts.
Kieran Davies
Coolabah Capital
Macro

US & EA wages growth shows a sharp improvement, with AUS & NZ lagging

Advertised wages growth is at/near pre-COVID levels in the US & EA, while still-high growth in AUS & NZ should improve this year.
Kieran Davies
Coolabah Capital
Macro

Higher core inflation should challenge ECB signalling of a June rate cut

Euro area core inflation has picked up recently in trend terms on stronger services inflation.
Kieran Davies
Coolabah Capital
Macro

Policy rules and risks to current market pricing of interest rates

CCI used policy rules to judge the risks around market pricing of rates in the US, euro area and Australia.
Kieran Davies
Coolabah Capital
Macro

ECB is more hawkish than the Fed

The European Central Bank (ECB) kept its key policy rates on hold today for the second consecutive meeting. The interest rate on the main refinancing operations, the...
Seema Shah
Principal Asset Management
Macro

Stock valuations, European gloom and bullish Japan

This week’s charts begin with GARP – “Growth at a reasonable price”
Macrobond Financial
Macrobond Financial
Macro

The ECB assesses this cycle’s slowdown with a “pause” likely

Our economist examines Europe’s slowing but persistent inflationary pressures.
Macrobond Financial
Macrobond Financial
Macro

Cash flows and the effectiveness of monetary policy

Higher interest rates have the same estimated effect on inflation in Australia, the euro area, and the USA.
Kieran Davies
Coolabah Capital
Macro

Falling commercial real estate prices

Commercial property prices have fallen sharply in the US and Europe
Kieran Davies
Coolabah Capital
Macro

ECB expectations, US strikes and precious metals in China

This week’s charts begin with futures markets’ take on ECB interest rates
Macrobond Financial
Macrobond Financial
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