-
Many known unknowns to argue for more ECB easing
Whilst volatility has fallen significantly, we do think the risk is tilted towards lower 2Y rates. First, growth remains weak and survey data such as the ZEW indices expected on Tuesday underline the fragile recovery path of the eurozone. Secondly, lower oil prices add to the disinflationary risks, together with our view that the euro should still strengthen going forward. And if these disinflationary factors are brought about by external factors, like worsening growth numbers for the US and China, then this would also weigh down the eurozone economic outlook. Lastly, we have plenty of known unknowns – lurking ... (full story)
- Comments / Top
- Subscribe
-
- Older Stories
From ons.gov.uk|Oct 14, 2025|17 commentsEstimates for payrolled employees in the UK fell by 93,000 (0.3%) between August 2024 and August 2025 but increased by 10,000 (0.0%) between July 2025 and August 2025. When ...
From @RedboxWire|Oct 14, 2025|1 commentJapan's Democratic Party's Shimba reports that the Liberal Democratic Party's Secretary-General has called for a meeting of party leaders .
From mpamag.com|Oct 14, 2025The Royal Bank of Canada (RBC) has projected that the Bank of Canada (BoC) will deliver another 25 basis point rate cut in October, following its September move to restart the ...
-
- Newer Stories
From @Top_Bloomberg|Oct 14, 2025|1 comment*CHINA'S MOFCOM COMMENTS ON US SHIPPING 301 *CHINA URGES US TO CORRECT MISTAKES *CHINA SAYS US MEASURES AFFECT GLOBAL SUPPLY CHAIN *CHINA SAYS US MOVES AFFECT GLOBAL SUPPLY CHAIN STABILITY *CHINA HOPES US TO RESOLVE CONCERN MATTERS THROUGH DIALOG
From @LiveSquawk|Oct 14, 2025|85 commentsChina Tightens Scrutiny Of Rare Earth Magnet Export License Applications; Scrutiny Is Similar To April, At Height Of US-China Trade War – RTRS Cites Sources
From channelnewsasia.com|Oct 14, 2025Japan's top opposition parties were set to hold high-stakes discussions on Tuesday (Oct 14), aiming to find a unified candidate for prime minister and oust the ruling party from ...
