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Results: listing 1 - 6 of 341 for “ECB”

Global Macro Comment — US and China step away from the brink; rate cuts in July (Fed), September (ECB)

At the G20 summit, Xi Jinping and Donald Trump stepped away from the brink and agreed on a temporary, but argua-bly fragile, trade truce. We have had rate cuts from the Fed next year in our forecasts for some time, but we now ex-pected to see them sooner. Despite it likely being a close call, we expect the Fed to cut its interest rate by 25bp in July and to deliver a cumulative 75bp of cuts early next year. We expect the ECB to adjust forward guidance in July, cut rates in September by 10bp and likely introduce quantitative easing thereafter.

Erik Meyersson, Senior Economist | erme03@handelsbanken.se

EMU Comment — ECB in mild dovish shift, with TLTRO III less generous than last round

  1. ECB in mild dovish shift, with TLTRO III less generous than last round
  2. Draghi warns eurozone risks tilted to the downside; tiering unlikely without further guidance changes
  3. Inflation outlook pressures an ECB expecting extensive personnel changes

Erik Meyersson, Senior Economist | erme03@handelsbanken.se

EMU Comment — Inflation higher than expected; but mind the Easter effect

  1. Core inflation back up at a six-month high
  2. Another source of comfort for the ECB

Rasmus Gudum-Sessingø, Senior Economist | ragu02@handelsbanken.dk

EMU Comment — Downbeat ECB - details on TLTROIII and mitigating tools coming up

  1. Growth momentum slowing - no details of TLTROIII and mitigating tools yet
  2. We expect focus on ECB easing to strengthen

Rasmus Gudum-Sessingø, Senior Economist | ragu02@handelsbanken.dk

EMU Comment — ECB postpones rate hikes, announces TLTRO3

  1. ECB changes rate hike guidance, sees rates on hold througout 2019
  2. TLTRO3 announced
  3. Softer than expected

Claes Måhlén, Chief Strategist | clma02@handelsbanken.se

EMU Comment — Low inflation maintains "dovish" pressure on the ECB

  1. Core inflation decreased
  2. Unemployment still moving down
  3. ECB poised to react

Rasmus Gudum-Sessingø, Senior Economist | ragu02@handelsbanken.dk