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post: ECB’s Holzmann: Hesitant Fed Limits ECB Leeway On Rate Cuts - Can’t See 3-4 ECB Cuts This Year Without Fed Cutting Rates - Likely To Be A Majority For June Cut At ECB, Urges Caution After Potential First Cut
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When analysing the outlook for equities, it can be useful to consider the assumptions financial markets appear to be pricing in. Historically we have found that opportunities and risks are most present when the market is pricing in bearish or bullish outcomes respectively that probabilistically are either not that likely to occur or will be brief in ...