Konstantin Veit
This is a carousel with individual cards. Use the previous and next buttons to navigate.
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.
ECB on Autopilot
The ECB may raise rates further, but we believe the yield sell-off makes European duration increasingly attractive.
The European Central Bank is likely at or very near its peak policy rate, but we don’t expect rate cuts in the near term.
ECB: Approaching Cruising Altitude
After the European Central Bank hikes rates, focus shifts from how high to how long.
ECB Policy Rates Not Peaking Yet
The European Central Bank (ECB) hikes rates and signals more tightening ahead.