ECB
The ECB hiked rates by 25bp. What's next?
The ECB raised the deposit facility rate by 25bp to 2.25%.
Research
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
ECB preview: A risk-management hike
The risks to inflation are becoming more skewed. We therefore expect that the ECB will opt for a 25bp risk-management hike next week.
Update
ECB comment: June or never?
President Lagarde foreshadows a rate hike in June.
Update
Ceasefire gives the ECB some time to assess
With less urgency to act, an April hike is now unlikely. We shift our call for a rate hike to June.
Research
The ECB prepares a warning shot
Reality is increasingly shifting towards the ECB’s worse case scenarios, with elevated inflation unless the ECB acts. We pencil in a 25bp rate hike in April.
Update