EU – Page 4 – GLOBAL MACRO INSIGHTS

The persistent American inflation postpones rate cuts

The United States has experienced a higher-than-expected inflation rate for the third consecutive month, primarily driven by increased rents and transportation costs. The core consumer...

Towards a global debt crisis?

Governments are increasingly meeting their fundraising needs by issuing debt, not only through regular auctions but also, increasingly, through syndicated sales involving paying fees to...

Monetary policy divergences: towards a significant asset allocation shift

The European Central Bank insists that it will independently decide on the course of its monetary policy compared to the Fed. In this case, this...

Probabilities of a rate cut in June drop

Last week, the amount of Fed rate cuts priced into swap contracts for this year fell to less than 65 basis points, below the Fed’s...

Divergence in monetary policy ahead

As national factors take precedence over global trends, divergences emerge among the monetary policies of major economies. Pioneering inflation targeting in the early 1990s, New...

The ECB needs to set a course

Last week, several ECB members were responsible for pushing back expectations regarding the speed at which borrowing costs would decrease. The message got through, and...

Eurozone – Rate Cuts in 2024 Not Guaranteed This Year

Threats arising from persistent inflation could prevent the European Central Bank (ECB) from cutting interest rates this year, even though a recession cannot be ruled...

A $2 Trillion Debt Case for Higher Rates for Longer

The bond market has spectacularly turned upward in the developed world, pushing yields down and perhaps too quickly forgetting about the soaring budget deficits. In...

The ECB Under Market Pressure

Inflation in the eurozone accelerated in December, highlighting the challenge of reaching the 2% target set by the European Central Bank as governments withdraw support...

GLOBAL MACRO INSIGHTS

Tag: EU