Update

ECB post-meeting comment: Don't call it a pause

24 July 2025 19:55 RaboResearch

The ECB left its policy on hold, as widely expected. And, despite the prevailing uncertainty, the ECB’s economic assessment actually sounded slightly more optimistic. Lagarde seemed to express marginally more confidence in the central bank’s medium-term outlook. So don’t call today’s decision a pause; it may very well mark the end of the cutting cycle.

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