Cliff Notes: Travelling a Bumpy Road with Confidence
Key insights from the week that was. Australian Q1 GDP printed broadly as expected, rising […]
ECB Review: Cutting and Keeping
Today, the ECB decided to cut its three main policy rates by 25bp, which leaves […]
European Central Bank Kicks Off Its Rate Cut Cycle
Summary The European Central Bank (ECB) today joined the growing group of advanced economy central […]
ECB Starts Cuts Earlier and May Move Faster Than Fed
The European Central Bank cut all three of its key interest rates by 25 points, […]
Eurozone retail sales down -0.5% mom in Apr, EU falls -0.6% mom
Eurozone retail sales volume fell -0.5% mom in April, worse than expectation of -0.2% mom. […]
Focus Turns to Europe and to ECB Today
Markets Make it five. Five consecutive days of rallying US Treasuries on the (consequences of) […]
Dream Bigger Than the Price
The data from the US yesterday was mixed: a softer-than-expected ADP read and a stronger-than-expected […]
ECB to initiate easing cycle, markets seek clues on next moves
ECB is expected to commence its monetary policy loosening cycle today, with market anticipating a […]
ECB’s Interest Rate Decision and Impact on EUR/USD Exchange Rate
Talking Points ECB Main Refinance Rate and EU Inflation EUR/USD Technical Analysis – Daily Chart […]
Eurozone PPI down -1.0% mom, -5.7% yoy in Apr
Eurozone PPI fell -1.0% mom in April, below expectation of -0.5% mom. Over the 12-month […]
ECB cuts 25bps, inflation seen below 2% in 2026
ECB has lowered interest rates by 25 basis points as widely expected. Following the reduction, […]