EUR rates
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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Exclusive Auction Preview: DSL 2.75% 15 Jul 2036
The Netherlands will re-open its 10yr benchmark – the DSL 2.75% 15 Jul 2036 – on 28th July employing the tap auction method.
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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