Konstantin Veit
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ECB: Managing Risks to Growth
We continue to agree with market pricing following the ECB’s latest rate cut, but see additional downside risks to growth post-U.S. election.
ECB: Growth Concerns
Even without new staff projections, the European Central Bank makes policy less restrictive and lowers its relevant rate to 3.25%.
ECB: On a Quarterly Cutting Journey
While the European Central Bank did not precommit, the next cut is likely to be in December.
ECB: Next Stop, September
While the European Central Bank kept policy rates unchanged, the next cut is likely to be delivered soon.
ECB: Lower Cruising Altitude
While the European Central Bank cut policy rates by 25 basis points to 3.75% on its deposit facility, the trajectory beyond June remains unclear.
ECB: Eyeing a June Rate Cut
While the European Central Bank refrained from declaring victory at its April meeting, a June rate cut seems increasingly likely.
ECB: Next Stop, June
While market pricing looks more reasonable, European Central Bank rate cuts, which could commence in June, are unlikely to be delivered as aggressively as the market expects in 2024.
ECB Firmly on Hold
While interest rates have presumably peaked, we remain skeptical that rate cuts will be delivered as forcefully as the market expects.
ECB Remains Attentive and Focused
While the ECB is unlikely to raise rates further, we remain skeptical that it will deliver rate cuts as early as the market expects.