Trump tariffs will increase economic uncertainty There will likely be further rate cuts Europe will be in the crosshairs soon enough and they’re already preparing...
Direction of travel is clear, pace is pragmatic ECB should exercise agile pragmatism in pacing future cuts Rise in long-term yields limiting the easing of...
Rates are nearing the point where they won’t curb investment Meanwhile, his colleague Rehn is out saying that they are confident inflation will stabilise at...
Labour market remains robust Conditions for recovery are in place Most underlying indicators have been developing towards a sustained return to our target After some...
Central banks may need to contend with lower levels of rational inattention In the ECB’s own words, “the theory of rational inattention assumes that agents...
I am confident inflation will return to 2% target by middle of the year Mainly because wage momentum is normalising Also because economic developments in...