euro-area – GLOBAL MACRO INSIGHTS

ECB’s Risk Modelling Plan: A Bureaucratic Tightrope Act?

The European Central Bank is once again stepping into controversial territory, proposing that banks incorporate credit data from the region’s financial crises into their risk...

Who understands the ECB?

The European Central Bank (ECB) has once again trimmed interest rates—its third cut in as many meetings—while giving markets a fresh dose of ambiguity. With...

Germany’s Political Chaos: Will Europe’s Powerhouse Become Its Weak Link?

Germany is heading for early elections this February, as Chancellor Olaf Scholz’s Social Democrats (SPD) agreed with opposition MPs, setting the stage for a showdown...

The European project in danger

Germany’s centrist leaders might want to listen to the message voters have been sending loud and clear: if they want to prevent a drift towards...

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...

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...

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...

Germany, the New Weakness in Europe

Even if Germany finally starts to grow again in 2024, it will struggle to shake off the depression lurking behind one of its weakest annual...

Is Slovakia Becoming a New Thorn in European Politics?

When Robert Fico, the Slovak Prime Minister, resigned in 2018 following the most significant mass protests since the communist era, he smiled and promised he...

GLOBAL MACRO INSIGHTS

Tag: euro-area