Eurozone
Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
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The EU strengthens its industry and reduces dependencies
Plans to strengthen the European industry and reduce foreign dependencies are becoming more concrete and coherent, but much needs to be done to make these reality.
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The ECB holds to hike another day
The ECB saw no reason to hike rates today, but Lagarde hinted at a rate increase in September. This remains our base case.
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Exclusive Could the ECB raise the minimum reserve requirement?
The ECB is reportedly considering raising the minimum reserve requirement from 1% to 2%. This would roughly offset the additional interest costs of the June rate hike.
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The ECB hiked rates by 25bp. What's next?
The ECB raised the deposit facility rate by 25bp to 2.25%.
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ECB preview: A risk-management hike
The risks to inflation are becoming more skewed. We therefore expect that the ECB will hike the deposit rate to 2.25%.
Update