| 2026 Jun 05 |
Euro Weekly Digest |
ECB to enter the "measured tightening" phase |
| 2026 Jun 05 |
Focus Europe |
ECB Preview: Determined to keep inflation risk under control |
| 2026 Jun 04 |
Europe Chart Of The Week |
When energy meets defence - demonstrating (some) fiscal flexibility |
| 2026 Jun 03 |
The Wide Angle |
May dbDataInsights survey – Has the inflation shock peaked already? |
| 2026 Jun 01 |
Focus Europe |
WO Forecast Update: An unavoidable shock |
| 2026 Jun 01 |
Focus Europe |
Client survey: Share your views on the June ECB meeting |
| 2026 May 28 |
ECB Watcher |
April accounts – Preparing to hike |
| 2026 May 28 |
Europe Chart Of The Week |
The myth of the insulated services sector |
| 2026 May 22 |
Euro Weekly Digest |
Noisy survey data suggest risk of a recessionary orbit |
| 2026 May 21 |
Europe Chart Of The Week |
Purchasing Managers: A direct hit from the energy shock |
| 2026 May 15 |
Euro Weekly Digest |
Will the ECB hike in June? |
| 2026 May 15 |
Europe Chart Of The Week |
Delving Deeper: Services prices and demand destruction |
| 2026 May 14 |
Europe Blog |
How much passthrough? The state-contingency of euro area price surveys |
| 2026 May 07 |
Europe Chart Of The Week |
Iran shock, supply constraints and firms' selling prices: worrying signs |
| 2026 May 06 |
The Wide Angle |
April dbDataInsights survey – Household inflation expectations update |
| 2026 Apr 30 |
Focus Europe |
ECB Reaction: A rapidly narrowing window to avoid hikes |
| 2026 Apr 24 |
Euro Weekly Digest |
Plenty of data next week, but has the ECB already made up its mind? |
| 2026 Apr 24 |
Focus Europe |
ECB Preview: Tough talk, tough decisions |
| 2026 Apr 24 |
Europe Chart Of The Week |
Iran shock: Higher uncertainty, higher savings, lower growth |
| 2026 Apr 21 |
Global Economics |
Monthly Flyover (April 2026) |
| 2026 Apr 10 |
Euro Weekly Digest |
Economic momentum softens, and households worry about inflation |
| 2026 Apr 09 |
Europe Chart Of The Week |
Baseline or adverse? Energy prices send the ECB mixed messages |
| 2026 Apr 08 |
The Wide Angle |
March dbDataInsights survey – Iran war clearly boosting household inflation expectations |
| 2026 Apr 02 |
Euro Weekly Digest |
Surging energy prices dominate the ongoing disinflation in core inflation |
| 2026 Mar 31 |
Europe Chart Of The Week |
What if…Iran Shock and recessionary risks |
| 2026 Mar 27 |
Euro Weekly Digest |
Fiscal measures partially buffer rising fuel prices |
| 2026 Mar 26 |
Europe Blog |
The latest update on bank lending and financial conditions |
| 2026 Mar 25 |
Europe Chart Of The Week |
Fiscal shielding: How much protection are households getting from energy? |
| 2026 Mar 25 |
Focus Europe |
Labour Market Chartbook: Resilience and Fragility |
| 2026 Mar 24 |
Europe Chart Of The Week |
Firms absorbing the energy shock...for now |
| 2026 Mar 24 |
Global Economics |
Monthly Flyover (March 2026) (1 Page) |
| 2026 Mar 20 |
Euro Weekly Digest |
Resetting the macro baseline |
| 2026 Mar 19 |
Focus Europe |
ECB Reaction: Keeping calm and carrying on to 2.50% |
| 2026 Mar 18 |
Europe Chart Of The Week |
Crude calculations: Price spikes and the energy import bill |
| 2026 Mar 18 |
Focus Europe |
A new inflation test: Our ECB client survey results |
| 2026 Mar 17 |
Focus Europe |
Last call – client survey: Share your views on the March ECB meeting (1 Page) |
| 2026 Mar 13 |
Euro Weekly Digest |
The Iran conflict: A new inflation test for the ECB |
| 2026 Mar 13 |
Europe Chart Of The Week |
Meanwhile, the shifting political landscape at home |
| 2026 Mar 13 |
Focus Europe |
Jeopardy: Energy prices and the fragility of inflation expectations |
| 2026 Mar 12 |
Focus Europe |
ECB Preview: Contingency, jeopardy and a commitment to price stability |
| 2026 Mar 11 |
Focus Europe |
Client survey: Share your views on the March ECB meeting (1 Page) |
| 2026 Mar 06 |
Euro Weekly Digest |
Governing Council comments imply reluctance to react too quickly |
| 2026 Mar 06 |
Focus Europe |
Iran Shock: A macro impact scenario analysis |
| 2026 Mar 06 |
Europe Chart Of The Week |
Who is passing through the Strait of Hormuz? |
| 2026 Mar 05 |
The Wide Angle |
February dbDataInsights survey – Euro area inflation expectations continue to gradually soften |
| 2026 Mar 05 |
Europe Chart Of The Week |
Energy Dependency: Who's most exposed? |
| 2026 Mar 02 |
Focus Europe |
Iran Shock: Key transmission channels |
| 2026 Feb 27 |
Euro Weekly Digest |
A strong start to February's inflation prints |
| 2026 Feb 27 |
Europe Chart Of The Week |
Peak tariffs and the benefit of exemptions |
| 2026 Feb 20 |
Euro Weekly Digest |
Despite reports, Lagarde's baseline is finishing out her full term at the ECB |
| 2026 Feb 19 |
Europe Chart Of The Week |
Defending Europe: Who’s "SAFE" spending? |
| 2026 Feb 19 |
Global Economics |
The Monthly Flyover (February 2026) |
| 2026 Feb 18 |
Focus Europe |
Personnel vs. policy: ECB policy will hold its course |
| 2026 Feb 13 |
Euro Weekly Digest |
EU leaders debate joint borrowing, competition and defence |
| 2026 Feb 12 |
Europe Chart Of The Week |
Spillover: What rising German orders mean for European growth |
| 2026 Feb 06 |
Euro Weekly Digest |
ECB thinks risks are still balanced despite some new hawkish elements |
| 2026 Feb 05 |
Focus Europe |
ECB Reaction: Constructive balance |
| 2026 Feb 05 |
The Wide Angle |
January dbDataInsights survey – Inflation expectations in a good place, but risks mean not a fixed place |
| 2026 Feb 04 |
Europe Chart Of The Week |
Diminishing impact: FX and the pricing chain |
| 2026 Jan 30 |
Euro Weekly Digest |
ECB must balance domestic resilience against external headwinds |
| 2026 Jan 30 |
Focus Europe |
ECB Preview: FX and the uncertainty nexus |
| 2026 Jan 29 |
Focus Europe |
Testing the anchor: A deep dive into euro area inflation expectations |
| 2026 Jan 27 |
Europe Chart Of The Week |
January price resets and the unwinding of inflation persistence |
| 2026 Jan 23 |
Euro Weekly Digest |
A cold and uncertain winter |
| 2026 Jan 22 |
ECB Watcher |
December accounts – All about the risks |
| 2026 Jan 22 |
Europe Chart Of The Week |
The volatility of uncertainty |
| 2026 Jan 16 |
Focus Europe |
Greenland and the EU: Options, impact and ramifications |
| 2026 Jan 16 |
Euro Weekly Digest |
Independence in the spotlight |
| 2026 Jan 15 |
Focus Europe |
ECB Executive Board: Underpinning independence |
| 2026 Jan 15 |
Europe Chart Of The Week |
US tariffs on Europe - Close to the ceiling |
| 2026 Jan 09 |
Euro Weekly Digest |
A strong end to 2025, but an uncertain start to 2026 |
| 2026 Jan 08 |
Europe Chart Of The Week |
Changing gears: Core vs periphery and who’s driving growth |
| 2026 Jan 08 |
Europe Blog |
Outlook 2026: Resilience vs. Rigidity (Part 3) |
| 2026 Jan 07 |
The Wide Angle |
December dbDataInsights survey – Euro area inflation expectations remain anchored at target |
| 2026 Jan 07 |
Europe Blog |
Outlook 2026: Resilience vs. Rigidity (Part 2) |
| 2026 Jan 06 |
Europe Blog |
Outlook 2026: Resilience vs. Rigidity (Part 1) |
| 2025 Dec 19 |
Euro Weekly Digest |
Ending the year on a hawkish note |
| 2025 Dec 18 |
Focus Europe |
ECB Reaction: On hold, with some hawkish undercurrents |
| 2025 Dec 17 |
Europe Chart Of The Week |
Rate my recovery: Tracking Europe’s accelerating growth momentum |
| 2025 Dec 15 |
Focus Europe |
A tale of two outlooks: Our ECB client survey results |
| 2025 Dec 12 |
Euro Weekly Digest |
ECB outlook: Less dovish rather than more hawkish |
| 2025 Dec 11 |
Focus Europe |
ECB Preview: Growing confidence in growth |
| 2025 Dec 11 |
Europe Chart Of The Week |
To hike or to cut, that is the question |
| 2025 Dec 08 |
Focus Europe |
Client survey: Share your views on the December ECB meeting (1 Page) |
| 2025 Dec 05 |
Focus Europe |
Outlook 2026: The two-economy problem |
| 2025 Dec 05 |
Euro Weekly Digest |
Momentum building into the year's end |
| 2025 Dec 04 |
The Wide Angle |
November dbDataInsights survey – Expectations are anchored on average |
| 2025 Nov 28 |
Euro Weekly Digest |
The ECB hike looks further away |
| 2025 Nov 27 |
ECB Watcher |
October accounts – Food for thought |
| 2025 Nov 27 |
Europe Chart Of The Week |
Who's feeling uncertain now? |
| 2025 Nov 27 |
Europe Blog |
Euro area resilience: The latest credit signal |
| 2025 Nov 21 |
Euro Weekly Digest |
Euro area activity data are both resilient and divergent |
| 2025 Nov 19 |
Europe Chart Of The Week |
Defying Expectations: Domestic Demand Fuels Resilient Growth |
| 2025 Nov 14 |
Euro Weekly Digest |
A lift from pricey airfares |
| 2025 Nov 14 |
Europe Chart Of The Week |
Rethinking inflation expectations: Confidence is key |
| 2025 Nov 07 |
Euro Weekly Digest |
Latest activity data are a mixed bag, but not enough to change the signal |
| 2025 Nov 06 |
The Wide Angle |
October dbDataInsights survey – Inflation expectations and labour market sentiment ease |
| 2025 Oct 31 |
Euro Weekly Digest |
The ECB seems a little more confident about growth |
| 2025 Oct 30 |
Focus Europe |
ECB Reaction: A resilient pause |
| 2025 Oct 28 |
Europe Blog |
Bank Lending Survey: Transmission in focus |
| 2025 Oct 24 |
Focus Europe |
ECB Preview: Deepening vs lengthening |
| 2025 Oct 24 |
Europe Chart Of The Week |
The French connection: Higher funding costs, slower growth |
| 2025 Oct 17 |
Europe Chart Of The Week |
AI signals and the ECB: Will the less dovish trend hold? |
| 2025 Oct 10 |
Focus Europe |
Forecast Update: Same yet different |
| 2025 Oct 10 |
Euro Weekly Digest |
French budget deadline, and adjusting optimism on German growth |
| 2025 Oct 09 |
ECB Watcher |
September accounts – The good place |
| 2025 Oct 06 |
The Wide Angle |
September dbDataInsights survey – Inflation expectations rebound, labour market sentiment weakens |
| 2025 Oct 06 |
Europe Blog |
What Germany and France mean for the European outlook |
| 2025 Oct 03 |
Euro Weekly Digest |
Survey data signals economy continuing to grow, slowly |
| 2025 Oct 02 |
Europe Chart Of The Week |
Transmission lines: Powering monetary policy |
| 2025 Sep 26 |
Euro Weekly Digest |
The devil is in the details |
| 2025 Sep 25 |
Europe Chart Of The Week |
Taking the lead: Soft surveys vs robust credit |
| 2025 Sep 19 |
Euro Weekly Digest |
Iberian bloom, French gloom: Euro ratings reshuffle |
| 2025 Sep 19 |
Europe Chart Of The Week |
Fiscal who's who: How's my rating? |
| 2025 Sep 12 |
Euro Weekly Digest |
A new Prime Minister in France, the same policy signals from the ECB |
| 2025 Sep 12 |
Europe Chart Of The Week |
Inflation dispersion: Hawks hiding in the wings? |
| 2025 Sep 11 |
Focus Europe |
ECB Reaction: Still in a good place |
| 2025 Sep 09 |
Fixed Income Blog |
September ECB: maintaining or moderating the hawkish message |
| 2025 Sep 05 |
Euro Weekly Digest |
This week's data releases won't move the needle ahead of the ECB next week |
| 2025 Sep 05 |
Focus Europe |
ECB Preview: In a good place |
| 2025 Sep 04 |
Europe Chart Of The Week |
The euro's appreciation: A dovish signal or business as usual for the ECB? (1 Page) |
| 2025 Sep 04 |
The Wide Angle |
August dbDataInsights survey – Softening inflation expectations does not necessarily mean expectations are deanchoring |
| 2025 Sep 02 |
Focus Europe |
ECB and FX: Not all appreciation is the same |
| 2025 Sep 01 |
Focus Europe |
Taking the pulse: Where next for Europe? |
| 2025 Aug 29 |
Euro Weekly Digest |
Mixed inflation data won't unite the ECB's divergent views on inflation risks |
| 2025 Aug 29 |
Focus Europe |
Strong private-sector balance sheets will help limit inflation's undershoot |
| 2025 Aug 28 |
ECB Watcher |
Accounts of the June strategy review and July policy meetings |
| 2025 Aug 22 |
Euro Weekly Digest |
German GDP surprise breaks up the summer lull |
| 2025 Aug 15 |
Euro Weekly Digest |
Fashion and holidays seems to explain the July inflation miss |
| 2025 Aug 15 |
Europe Chart Of The Week |
Is monetary policy working? Looking beneath the surface of HICP |
| 2025 Aug 08 |
Euro Weekly Digest |
A slow news week won't spoil the ECB's summer holiday |
| 2025 Aug 07 |
Europe Chart Of The Week |
So it begins: The first dent in EU-US trade emerges |
| 2025 Aug 01 |
Euro Weekly Digest |
Tariff clarity help us to update our ECB call – terminal rate 2% |
| 2025 Aug 01 |
The Wide Angle |
July dbDataInsights survey – Softening inflation expectations is a reminder there is still a risk of another ECB rate cut |
| 2025 Jul 29 |
Europe Blog |
ECB Call Update: 2% terminal rate, further easing only a risk |
| 2025 Jul 28 |
Focus Europe |
EU-US trade deal: What it means |
| 2025 Jul 25 |
Euro Weekly Digest |
The ECB's focus on the medium term means the bar to another cut is higher |
| 2025 Jul 24 |
Focus Europe |
ECB Reaction: An increasingly terminal easing cycle |
| 2025 Jul 23 |
Europe Chart Of The Week |
Q2 Bank Lending Survey – Ongoing support for domestic resilience |
| 2025 Jul 18 |
Euro Weekly Digest |
The ECB gets ready to pause, but for how long? |
| 2025 Jul 18 |
Focus Europe |
ECB Preview: Risks opening up |
| 2025 Jul 17 |
Europe Chart Of The Week |
Cautious resilience: The case of private consumption |
| 2025 Jul 11 |
Europe Blog |
US tariffs and Europe: Where We Stand |
| 2025 Jul 04 |
Euro Weekly Digest |
Domestic economy still looks resilient as it prepares for the tariff deadline |
| 2025 Jul 03 |
Europe Chart Of The Week |
French inflation: should the underlying weakness be a cause for concern? |
| 2025 Jul 03 |
ECB Watcher |
June accounts – “A good place”, but also an uncertain place |
| 2025 Jul 03 |
Focus Europe |
Italy vs France: Assessing sovereign risk dynamics |
| 2025 Jul 02 |
The Wide Angle |
June dbDataInsights survey – Households relax a little ahead of July's tariff deadline |
| 2025 Jun 27 |
Euro Weekly Digest |
The German Government and NATO outline their spending plans |
| 2025 Jun 26 |
Focus Europe |
Labour Market Chartbook: Decoding the ECB's resilience narrative |
| 2025 Jun 23 |
Europe Blog |
ECB and oil ambiguity |
| 2025 Jun 20 |
Euro Weekly Digest |
Will energy drive the next shock? |
| 2025 Jun 19 |
Europe Chart Of The Week |
Crude Awakening |
| 2025 Jun 13 |
Euro Weekly Digest |
"In a good position" on rates does not necessarily mean in a final position |
| 2025 Jun 12 |
Europe Chart Of The Week |
Risk Reversal: Why Ireland's boost to Euro Area GDP may not persist |
| 2025 Jun 06 |
Euro Weekly Digest |
ECB thinks it is "in a good position" |
| 2025 Jun 05 |
Focus Europe |
ECB Reaction: The end, or the beginning of the end? |
| 2025 Jun 05 |
Europe Chart Of The Week |
EU GDP and US tariffs – Uncertainty truly is the watchword |
| 2025 Jun 03 |
The Wide Angle |
May dbDataInsights survey – Households are still concerned about tariffs |
| 2025 Jun 03 |
Focus Europe |
Forecast Update: Shocks, resilience and exceptionalism |
| 2025 May 30 |
Euro Weekly Digest |
Trade tensions cast a shadow over the ECB's next policy meeting |
| 2025 May 30 |
Focus Europe |
ECB Preview: Elevated uncertainty, cautious cutting |
| 2025 May 29 |
Europe Chart Of The Week |
Will rating agencies close the Italy-France gap? |
| 2025 May 23 |
Euro Weekly Digest |
Tariff Threat |
| 2025 May 22 |
ECB Watcher |
April accounts – Dovish despite rates no longer being restrictive |
| 2025 May 16 |
Euro Weekly Digest |
ECB hawks express their unease about cuts beyond June |
| 2025 May 09 |
Euro Weekly Digest |
Tariff front-running obscures underlying trends in the data |
| 2025 May 08 |
Europe Chart Of The Week |
Tariffs and pharma: What went up…will (eventually) come down |
| 2025 May 08 |
Europe Blog |
Macro tensions: Disinflation vs. Resilience |
| 2025 May 02 |
Euro Weekly Digest |
Both GDP and HICP surprise to the upside. But ECB unlikely to be worried |
| 2025 May 02 |
Europe Chart Of The Week |
Looking for a tariff shock? Keep an eye on global value chains |
| 2025 Apr 30 |
The Wide Angle |
April dbDataInsights survey – Quantifying household views on tariffs |
| 2025 Apr 30 |
Europe Blog |
ECB monetary policy strategy: The nimbleness principle |
| 2025 Apr 29 |
Europe Blog |
Resilience: Bank lending flows are supporting the domestic economy |
| 2025 Apr 25 |
Euro Weekly Digest |
Survey data paint a mixed first picture of the post-tariff world |
| 2025 Apr 25 |
Europe Blog |
Resilience: Net interest income and the path of ECB policy |
| 2025 Apr 24 |
Europe Chart Of The Week |
The Great Export Divide – Downside Risks For the EA? |
| 2025 Apr 17 |
Focus Europe |
ECB Reaction: Follow the data |
| 2025 Apr 17 |
Europe Chart Of The Week |
The complexity shock around the corner |
| 2025 Apr 11 |
Euro Weekly Digest |
Even with the US tariff pause, the arguments clearly favour a rate cut |
| 2025 Apr 11 |
Focus Europe |
ECB Preview: Doing what needs to be done |
| 2025 Apr 11 |
Europe Chart Of The Week |
The 90-day tariff pause: Who Wins and Loses in Europe? |
| 2025 Apr 10 |
Focus Europe |
What the data reveal about "meaningfully less restrictive" policy |
| 2025 Apr 08 |
Europe Blog |
FCI Update: Assessing financial conditions after the trade shock |
| 2025 Apr 04 |
Euro Weekly Digest |
Waiting for Europe's response to the tariffs |
| 2025 Apr 04 |
Europe Chart Of The Week |
US tariffs and the outlook for Europe |
| 2025 Apr 03 |
Focus Europe |
What now? Assessing the Impact of US Reciprocal Tariffs on Europe |
| 2025 Apr 03 |
ECB Watcher |
Tariffs keep an April cut alive, despite heightened uncertainty |
| 2025 Apr 02 |
Focus Europe |
dbDIG: Long-term inflation expectations on the rise in Germany |
| 2025 Mar 28 |
Euro Weekly Digest |
A lull before the tariff storm |
| 2025 Mar 28 |
Europe Chart Of The Week |
VAT's Up With Auto Tariffs? Assessing the impact on Europe |
| 2025 Mar 21 |
Euro Weekly Digest |
A new German outlook |
| 2025 Mar 20 |
Europe Chart Of The Week |
Tariffs and inflation expectations: A transatlantic divide |
| 2025 Mar 11 |
Europe Blog |
Tariffs and the labour market: You want to trade jobs? |
| 2025 Mar 07 |
Euro Weekly Digest |
Tiptoeing in a dark room |
| 2025 Mar 06 |
Focus Europe |
ECB Reaction: Policymaking in a dark room |
| 2025 Mar 05 |
Europe Blog |
European Strategic Autonomy: How the ECB will be thinking |
| 2025 Mar 04 |
Focus Europe |
dbDIG: A small rise in inflation expectations wont distract the ECB |
| 2025 Mar 03 |
ECB Watcher |
Should “restrictive” stay, or should it go? |
| 2025 Feb 28 |
Euro Weekly Digest |
Rates likely to be "restrictive" for now... |
| 2025 Feb 28 |
Focus Europe |
ECB Preview: Navigating cross-currents, direction remains clear |
| 2025 Feb 28 |
Focus Europe |
Trade War: Revisiting The Impact of Tariffs |
| 2025 Feb 27 |
ECB Watcher |
DB AI: January ECB Accounts |
| 2025 Feb 27 |
Europe Chart Of The Week |
In a state of (job) insecurity |
| 2025 Feb 21 |
Euro Weekly Digest |
Germany goes to the polls |
| 2025 Feb 19 |
Europe Chart Of The Week |
Defending Europe: Course constrained |
| 2025 Feb 14 |
Euro Weekly Digest |
Weak December IP data may challenge the ECB's Q1 growth forecast |
| 2025 Feb 13 |
Europe Chart Of The Week |
Energy prices and the two-sided risks to HICP inflation |
| 2025 Feb 07 |
Euro Weekly Digest |
The ECB – Neutral on neutral (rate) |
| 2025 Feb 07 |
Focus Europe |
dbDIG: Softening inflation expectations and labor market will help the ECB |
| 2025 Feb 06 |
Europe Chart Of The Week |
Mind the (price) gap: will goods catch up or services catch down? |
| 2025 Jan 31 |
Euro Weekly Digest |
France's moment of truth |
| 2025 Jan 31 |
Focus Europe |
Defending Europe (Part 3) : The economic capacity |
| 2025 Jan 30 |
Focus Europe |
ECB Reaction: No reason to pause |
| 2025 Jan 30 |
Europe Chart Of The Week |
Spanish Surprise: Defying Economic Gravity (1 Page) |
| 2025 Jan 24 |
Euro Weekly Digest |
Positive PMI surprise. But is it just manufacturing front-running tariffs? |
| 2025 Jan 23 |
Webinar |
ECB and European Macro Risk Call (1 Page) |
| 2025 Jan 23 |
Focus Europe |
ECB Preview: Confidence vs uncertainty |
| 2025 Jan 17 |
Euro Weekly Digest |
Dovish… but not too dovish |
| 2025 Jan 16 |
ECB Watcher |
DB AI: December ECB Accounts |
| 2025 Jan 10 |
Euro Weekly Digest |
Rise in inflation and expectations should not concern the ECB |
| 2025 Jan 08 |
Europe Blog |
dbDIG: Inflation expectations ended the year on a softer note |
| 2024 Dec 13 |
Euro Weekly Digest |
ECB looks to more easing by removing hawkish language |
| 2024 Dec 13 |
Focus Europe |
DB AI: Scoring ECB hawkishness |
| 2024 Dec 12 |
Focus Europe |
ECB Reaction: More easing ahead with maximal optionality |
| 2024 Dec 09 |
ECB Watcher |
Many uncertainties – Tariffs, undershooting, and the neutral rate |
| 2024 Dec 06 |
Euro Weekly Digest |
Expecting another 25bp ECB rate cut to finish off the year |
| 2024 Dec 06 |
Focus Europe |
ECB Preview: Uncertainty, compromise and optionality |
| 2024 Dec 04 |
Europe Blog |
dbDIG: Household expectations allow for further gradual policy easing |
| 2024 Dec 02 |
Focus Europe |
Outlook 2025: Threatening Divergence |
| 2024 Nov 29 |
Euro Weekly Digest |
Inflation data probably wont faze the ECB |
| 2024 Nov 22 |
Euro Weekly Digest |
Weak PMI data lead the market to reconsider the risk of 50bps |
| 2024 Nov 06 |
Focus Europe |
ECB Call Update: Lowering the central-case terminal rate to 1.50% |
| 2024 Nov 01 |
Euro Weekly Digest |
ECB receives a treat in GDP and inflation data |
| 2024 Nov 01 |
Europe Blog |
dbDIG: Stabilising inflation expectations, softening labour market |
| 2024 Oct 25 |
Euro Weekly Digest |
50bp ECB cut is on the table |
| 2024 Oct 25 |
Europe Blog |
Impulse indicators: Credit where credit is due |
| 2024 Oct 24 |
Focus Europe |
Labour Market Chartbook: Beginning to turn |
| 2024 Oct 18 |
Euro Weekly Digest |
Disinflation "well on track" as the ECB pivots to faster normalisation |
| 2024 Oct 17 |
Focus Europe |
ECB Reaction: Initiating the pivot |
| 2024 Oct 15 |
ECB Watcher |
Accelerating to back-to-back cuts |
| 2024 Oct 11 |
Euro Weekly Digest |
French finances, and a pivot from the ECB |
| 2024 Oct 11 |
Focus Europe |
ECB Preview: Pivot point |
| 2024 Oct 10 |
Europe Blog |
What the ECB's monetary policy accounts tell us – September 2024 |
| 2024 Oct 08 |
Focus Europe |
Passing peak transmission: Revisiting the impact of the ECB's monetary cycle |
| 2024 Oct 04 |
Euro Weekly Digest |
Inflation eases, ECB to follow suit |
| 2024 Oct 01 |
Europe Blog |
dbDIG: Inflation expectations stable, labour sentiment softening |
| 2024 Oct 01 |
Focus Europe |
ECB Call Update: No reason to wait |
| 2024 Sep 27 |
Euro Weekly Digest |
Shaky data back our change in ECB call |
| 2024 Sep 26 |
Focus Europe |
ECB Call Update: Moving into the fast lane |
| 2024 Sep 20 |
Euro Weekly Digest |
ECB hawks talk down the chances of an October cut |
| 2024 Sep 13 |
Euro Weekly Digest |
ECB stays coy about future policy, and signs of labour market softening |
| 2024 Sep 12 |
Focus Europe |
ECB Reaction: Retaining optionality |
| 2024 Sep 10 |
ECB Watcher |
Recent data bumps won’t change the ECB’s medium-term outlook |
| 2024 Sep 06 |
Euro Weekly Digest |
Soft activity data to help the ECB carry through with a cut next week |
| 2024 Sep 06 |
Focus Europe |
ECB Preview: If it ain’t broke |
| 2024 Sep 03 |
Europe Blog |
dbDIG: Well anchored long-term expectations continue trending lower |
| 2024 Sep 03 |
Focus Europe |
What if? The Impact of Proposed US Tariffs on European Growth & Inflation |
| 2024 Aug 30 |
Euro Weekly Digest |
The Olympics creates a bump in services inflation data |
| 2024 Aug 29 |
Europe Blog |
ECB outlook (3): How far to cut |
| 2024 Aug 28 |
Europe Blog |
ECB outlook (2): How quickly to cut |
| 2024 Aug 27 |
Europe Blog |
ECB outlook (1): Balance of risks shifting |
| 2024 Aug 23 |
Euro Weekly Digest |
French Olympic buzz masks German manufacturing weakness |
| 2024 Aug 22 |
Europe Blog |
What the ECB's monetary policy accounts tell us – July 2024 |
| 2024 Aug 16 |
Euro Weekly Digest |
Basking in the Spanish sun |
| 2024 Aug 09 |
Euro Weekly Digest |
Slower, lower, weaker: Not a gold medal performance yet |
| 2024 Aug 05 |
Europe Blog |
dbDIG: July expectations data to give ECB further comfort for September cut |
| 2024 Jul 26 |
Euro Weekly Digest |
Survey data do not look great for the GDP print next week |
| 2024 Jul 26 |
Focus Europe |
Europe Economics: All you need to know |
| 2024 Jul 22 |
Euro Weekly Digest |
On a bumpy road to September |
| 2024 Jul 18 |
Focus Europe |
ECB Reaction: On course for a September cut |
| 2024 Jul 12 |
Euro Weekly Digest |
The ECB will not be in a rush next week |
| 2024 Jul 12 |
Focus Europe |
ECB Preview: Rate cuts ahead (timing TBD) |
| 2024 Jul 12 |
ECB Watcher |
Waiting for more data to illuminate the road back to 2% inflation |
| 2024 Jul 11 |
Europe Blog |
French politics and the macro data impact: what to watch |
| 2024 Jul 10 |
Europe Blog |
dbDIG: Households expect the labour market to soften |
| 2024 Jul 05 |
Euro Weekly Digest |
Growth signals remain weak |
| 2024 Jul 04 |
Europe Blog |
What the ECB's monetary policy accounts tell us – June 2024 |
| 2024 Jul 01 |
Europe Blog |
dbDIG: The journey of inflation expectations also has bumps |
| 2024 Jun 28 |
Euro Weekly Digest |
France heads to the polls, the ECB heads to Sintra |
| 2024 Jun 21 |
Euro Weekly Digest |
7 new EDPs including France and Italy |
| 2024 Jun 19 |
Focus Europe |
Contagion: risk vs response, redux |
| 2024 Jun 14 |
Euro Weekly Digest |
Election fever sweeps European markets |
| 2024 Jun 10 |
Europe Blog |
France: snap legislative election implications |
| 2024 Jun 07 |
Euro Weekly Digest |
ECB delivers the expected rate cut, but keeps it hawkish |
| 2024 Jun 06 |
Focus Europe |
ECB Reaction: A maximum optionality easing cycle |
| 2024 Jun 03 |
Europe Blog |
dbDIG: Inflation expectations help open the door for the ECB to start easing |
| 2024 May 31 |
Euro Weekly Digest |
June's choice is straightforward for the ECB. But what comes after? |
| 2024 May 31 |
Focus Europe |
ECB Preview: An easing cycle, one small step at a time |
| 2024 May 30 |
ECB Watcher |
Negotiated wages fail to bump the ECB off course |
| 2024 May 24 |
Euro Weekly Digest |
Looking through any bumps in the data |
| 2024 May 10 |
Euro Weekly Digest |
Data dependence means not overly focusing on one data point |
| 2024 May 10 |
Europe Blog |
What the ECB's monetary policy accounts tell us – April 2024 |
| 2024 May 08 |
ECB Watcher |
What comes after June’s cut? |
| 2024 May 03 |
Euro Weekly Digest |
A positive growth surprise |
| 2024 May 02 |
Europe Blog |
Financial conditions (5): Conclusions – Passing peak transmission |
| 2024 May 01 |
Europe Blog |
dbDIG inflation expectations: Building towards a consumption recovery |
| 2024 May 01 |
Europe Blog |
Financial conditions (4): Tracking transmission into economic activity |
| 2024 Apr 30 |
Europe Blog |
Financial conditions (3): Flowing downstream into NII |
| 2024 Apr 26 |
Euro Weekly Digest |
Financial conditions have passed the peak |
| 2024 Apr 26 |
Europe Blog |
Financial conditions (2): The beginnings of a new bank credit cycle |
| 2024 Apr 26 |
Europe Blog |
ECB and a June rethink: A high bar |
| 2024 Apr 25 |
Europe Blog |
Financial conditions (1): A suite of market-based FCIs |
| 2024 Apr 19 |
Euro Weekly Digest |
Updated call has ECB gradually stepping into an uncertain easing cycle |
| 2024 Apr 15 |
Focus Europe |
ECB Call Update: Into the unknown |
| 2024 Apr 12 |
Euro Weekly Digest |
Steady as she goes. On track for a June cut |
| 2024 Apr 11 |
Focus Europe |
ECB Reaction: 'The direction is clear' |
| 2024 Apr 08 |
ECB Watcher |
Getting ready for the first cut |
| 2024 Apr 05 |
Euro Weekly Digest |
Inflation surprise not enough to justify an April cut |
| 2024 Apr 05 |
Focus Europe |
ECB Preview: An ‘options open’ easing cycle |
| 2024 Apr 04 |
Europe Blog |
What the ECB's monetary policy accounts tell us – March 2024 |
| 2024 Apr 03 |
Focus Europe |
ECB: Data dependent, not Fed dependent |
| 2024 Apr 02 |
Europe Blog |
dbDIG inflation expectations: What will be the real income impact? |
| 2024 Mar 28 |
Euro Weekly Digest |
Clocks to spring forward. But the economy might not be as quick |
| 2024 Mar 22 |
Euro Weekly Digest |
ECB gives its watchers more comments about June |
| 2024 Mar 21 |
ECB Watcher |
Preparing a June cut, but no guidance beyond that |
| 2024 Mar 15 |
Euro Weekly Digest |
ECB floors it |
| 2024 Mar 08 |
Euro Weekly Digest |
Strongest indications yet June cut is the ECB's baseline |
| 2024 Mar 07 |
Focus Europe |
ECB Reaction: On course for a June cut |
| 2024 Mar 05 |
ECB Watcher |
Gradual cuts beginning in June seems to be the baseline |
| 2024 Mar 04 |
Europe Blog |
dbDIG inflation expectations: Resuming normalisation |
| 2024 Mar 01 |
Focus Europe |
ECB Preview: What’s the rush? |
| 2024 Feb 27 |
Focus Europe |
Private sector balance sheets and the peak transmission question |
| 2024 Feb 23 |
Euro Weekly Digest |
Slow progress towards rate cuts |
| 2024 Feb 22 |
Europe Blog |
What the ECB's monetary policy accounts tell us – January 2024 |
| 2024 Feb 16 |
Euro Weekly Digest |
Resilience means a more cautious ECB |
| 2024 Feb 16 |
Focus Europe |
Forecast Update: ECB to proceed with caution |
| 2024 Feb 13 |
ECB Watcher |
Hawks and Doves begin converging towards a gradual pace of cuts |
| 2024 Feb 12 |
Euro Weekly Digest |
Data show a wobbly start to the year |
| 2024 Feb 02 |
Euro Weekly Digest |
Recession avoided, but domestic demand is looking weak |
| 2024 Feb 01 |
Europe Blog |
dbDIG inflation expectations: Normalisation may be stalling |
| 2024 Jan 26 |
Euro Weekly Digest |
A dovish shift, but more confidence needed before cuts start |
| 2024 Jan 25 |
Focus Europe |
ECB Reaction: Dovish shift keeps ECB on track for an April cut |
| 2024 Jan 23 |
Europe Blog |
BLS: Is transmission peaking too soon? |
| 2024 Jan 22 |
ECB Watcher |
When will the ECB have enough data to cut? |
| 2024 Jan 19 |
Euro Weekly Digest |
ECB closes the door to Q1 cuts, but leaves the door to Q2 open |
| 2024 Jan 18 |
Europe Blog |
What the ECB's monetary policy accounts tell us – December 2023 |
| 2024 Jan 17 |
Focus Europe |
ECB Preview: In no rush, yet |
| 2024 Jan 12 |
Euro Weekly Digest |
ECB Hawks are not backing down |
| 2024 Jan 08 |
Europe Blog |
dbDIG inflation expectations: A modest and narrow increase in December |
| 2024 Jan 05 |
Euro Weekly Digest |
Data point to a gloomy winter ahead |
| 2023 Dec 15 |
Euro Weekly Digest |
The ECB sees little to be merry about this Christmas |
| 2023 Dec 14 |
Focus Europe |
ECB & BoE Reaction: On guard, for now |
| 2023 Dec 12 |
Focus Europe |
Outlook 2024: Shifting sands |
| 2023 Dec 11 |
ECB Watcher |
Lower inflation brings some Christmas cheer |
| 2023 Dec 08 |
Euro Weekly Digest |
ECB to maintain their messaging, but not for much longer |
| 2023 Dec 06 |
Focus Europe |
ECB Preview: Earlier, faster, further, bolder |
| 2023 Dec 01 |
Euro Weekly Digest |
Inflation falling like a stone |
| 2023 Dec 01 |
Europe Blog |
dbDIG inflation expectations: Weaker expectations add relief for the ECB |
| 2023 Nov 24 |
Euro Weekly Digest |
Fiscal policy in the spotlight |
| 2023 Nov 23 |
Europe Blog |
What the ECB's monetary policy accounts tell us – October 2023 |
| 2023 Nov 17 |
Euro Weekly Digest |
Is labour market resilience fading? |
| 2023 Nov 17 |
Europe Blog |
ECB and monetary transmission: pause and assess |
| 2023 Nov 14 |
Europe Blog |
Labour market resilience: worthy of closer monitoring |
| 2023 Nov 10 |
Euro Weekly Digest |
Finding the middle path is all about balance (sheet) |
| 2023 Nov 03 |
Euro Weekly Digest |
Beware the data downturn |
| 2023 Nov 01 |
Europe Blog |
dbDIG inflation expectations: Expectations down, Spain weakening |
| 2023 Oct 31 |
Europe Blog |
ECB Update: Accelerating first cut to Jun-24 |
| 2023 Oct 27 |
Euro Weekly Digest |
No PEPP in their step |
| 2023 Oct 26 |
Focus Europe |
ECB Reaction: A steady and cautious hand on the policy tiller |
| 2023 Oct 23 |
ECB Watcher |
Balance sheet consolidation: APP vs PEPP vs minimum reserves |
| 2023 Oct 20 |
Euro Weekly Digest |
PMIs and BLS to give colour on growth outlook ahead of ECB meeting |
| 2023 Oct 20 |
Focus Europe |
ECB Preview: Rates on hold, balance sheet under review |
| 2023 Oct 13 |
Focus Europe |
Europe Economics: All you need to know |
| 2023 Oct 13 |
Euro Weekly Digest |
Although a "solid majority" supported the hike, it was still a "close call" |
| 2023 Oct 12 |
Europe Blog |
What the ECB's monetary policy accounts tell us – September 2023 |
| 2023 Oct 06 |
Euro Weekly Digest |
A small contraction in Q3 GDP now seems likely |
| 2023 Oct 06 |
Focus Europe |
Follow the money (revisited): Net interest income and transmission |
| 2023 Oct 03 |
Focus Europe |
Forecast Update: Stagnant GDP, persistent HICP, patient ECB |
| 2023 Oct 02 |
Europe Blog |
dbDIG inflation expectations: Long-term expectations on the rise |
| 2023 Sep 29 |
Euro Weekly Digest |
Disinflation stronger than expected |
| 2023 Sep 22 |
Euro Weekly Digest |
Mixed PMIs highlight the degree of divergence in the euro area |
| 2023 Sep 15 |
Euro Weekly Digest |
Having hiked to 4%, the ECB now begins it pause |
| 2023 Sep 14 |
Focus Europe |
ECB Reaction: The long pause begins |
| 2023 Sep 12 |
ECB Watcher |
Governing Council has kept its options wide open for September |
| 2023 Sep 08 |
Euro Weekly Digest |
ECB does not want a pause to be automatically interpreted as the peak |
| 2023 Sep 08 |
Focus Europe |
ECB Preview: An uncertain pause |
| 2023 Sep 01 |
Euro Weekly Digest |
ECB tempers its hawkish stance |
| 2023 Sep 01 |
Europe Blog |
ECB communications and buying ‘higher and longer’ optionality |
| 2023 Aug 31 |
Europe Blog |
What the ECB's monetary policy accounts tell us – July 2023 |
| 2023 Aug 30 |
Europe Blog |
dbDIG inflation expectations – August 2023 update |
| 2023 Aug 25 |
Euro Weekly Digest |
Growth concerns to challenge but not derail the ECB's hawkish bias |
| 2023 Aug 24 |
Europe Blog |
Where next? Three questions to shape the economic cycle |
| 2023 Aug 22 |
Europe Blog |
Without prejudice: Price stability in a world of competing objectives |
| 2023 Aug 04 |
Euro Weekly Digest |
Balance of risks slowly shifting away from the hawks |
| 2023 Aug 04 |
Europe Blog |
Credit impulse: A weak underlying pulse |
| 2023 Jul 31 |
Europe Blog |
dbDIG inflation expectations – July 2023 update |
| 2023 Jul 28 |
Euro Weekly Digest |
Is this the end for ECB hikes? |
| 2023 Jul 27 |
Focus Europe |
ECB Reaction: A low-conviction peak |
| 2023 Jul 26 |
Europe Blog |
EA banking and money data: Orderly but forceful transmission of ECB policy |
| 2023 Jul 24 |
ECB Watcher |
July "a necessity", September "a possibility" |
| 2023 Jul 21 |
Euro Weekly Digest |
ECB to hike again. Spain goes to the polls |
| 2023 Jul 20 |
Focus Europe |
ECB Preview: Higher-and-longer optionality |
| 2023 Jul 14 |
Euro Weekly Digest |
Soft growth may make it harder to tighten the fiscal purse |
| 2023 Jul 13 |
Europe Blog |
What the ECB's monetary policy accounts tell us – June 2023 |
| 2023 Jul 04 |
Europe Blog |
dbDIG inflation expectations – June 2023 update |
| 2023 Jun 30 |
Euro Weekly Digest |
ECB reaction function keeps upside risk to the terminal rate amid weak-ish data |
| 2023 Jun 23 |
Euro Weekly Digest |
PMIs highlight weakness in euro area growth |
| 2023 Jun 16 |
Euro Weekly Digest |
Inflation "too high for too long" |
| 2023 Jun 15 |
Focus Europe |
ECB Reaction: 4% in September remains distinctly possible |
| 2023 Jun 09 |
Euro Weekly Digest |
Recession is not enough to slow a hawkish ECB |
| 2023 Jun 08 |
Focus Europe |
ECB Preview: A little higher, a lot longer |
| 2023 Jun 07 |
ECB Watcher |
Quantifying the hawkish tilt of the ECB |
| 2023 Jun 05 |
Europe Blog |
dbDIG inflation expectations – May 2023 update |
| 2023 Jun 05 |
Focus Europe |
Forecast Update: Weak growth, sticky inflation, hawkish ECB |
| 2023 Jun 02 |
Euro Weekly Digest |
ECB cannot be complacent about the inflation outlook |
| 2023 Jun 01 |
Europe Blog |
What the ECB's monetary policy accounts tell us – May 2023 |
| 2023 May 26 |
Euro Weekly Digest |
Concerning growth signals |
| 2023 May 19 |
Euro Weekly Digest |
Underlying inflation at a slow turning point through mid-2023 |
| 2023 May 12 |
Euro Weekly Digest |
Inflation expectations rise supports the hawkish rhetoric from the ECB |
| 2023 May 05 |
Euro Weekly Digest |
A hawkish 25bp hike signals more ECB decisions to come |
| 2023 May 05 |
Europe Blog |
dbDIG inflation expectations – April 2023 update |
| 2023 May 04 |
Focus Europe |
ECB Reaction: 3.75% terminal rate, with upside risks |
| 2023 May 03 |
Europe Blog |
Conditions for a downshift: ECB vs Fed |
| 2023 May 03 |
ECB Watcher |
Mixed data lead to a showdown between the hawks and doves |
| 2023 Apr 28 |
Euro Weekly Digest |
A tight call for the ECB next week |
| 2023 Apr 28 |
Focus Europe |
ECB Preview: This tightening cycle is not over yet |
| 2023 Apr 21 |
Euro Weekly Digest |
Growth momentum keeps data on the hawkish side |
| 2023 Apr 20 |
Europe Blog |
What the ECB's monetary policy accounts tell us – March 2023 |
| 2023 Apr 14 |
Euro Weekly Digest |
Preparing the ground for the May hike |
| 2023 Apr 05 |
Focus Europe |
dbDIG – New financial and labour market sentiment indices |
| 2023 Apr 04 |
ECB Watcher |
Financial stress vs strong underlying inflation pressures |
| 2023 Apr 03 |
Euro Weekly Digest |
Downside inflation surprise and weak bank credit to slow but not stop the ECB |
| 2023 Mar 29 |
Europe Blog |
dbDIG inflation expectations – March 2023 update |
| 2023 Mar 24 |
Euro Weekly Digest |
Financial stress vs solid growth momentum |
| 2023 Mar 22 |
Focus Europe |
What the banking stress means for the economy and the ECB |
| 2023 Mar 17 |
Euro Weekly Digest |
Full data dependence as ECB watches risks of stronger transmission |
| 2023 Mar 16 |
Focus Europe |
ECB Reaction: Appropriately balanced communications |
| 2023 Mar 14 |
Europe Blog |
ECB Update: Dialling back, temporarily |
| 2023 Mar 10 |
Euro Weekly Digest |
How will the ECB balance hawkish intent and data dependence? |
| 2023 Mar 09 |
Focus Europe |
ECB Preview: Prepared to climb further |
| 2023 Mar 07 |
Europe Blog |
dbDIG inflation expectations – February 2023 update |
| 2023 Mar 03 |
Euro Weekly Digest |
Data signals point to tough decisions ahead for the ECB |
| 2023 Mar 02 |
Europe Blog |
What the ECB's monetary policy accounts tell us – February 2023 |
| 2023 Feb 24 |
Euro Weekly Digest |
Revising up our inflation and terminal rate views |
| 2023 Feb 22 |
ECB Watcher |
Hawkish tone consistent with higher and later terminal rate |
| 2023 Feb 21 |
Europe Blog |
ECB Update: Raising our terminal rate call 50bp to 3.75% |
| 2023 Feb 13 |
Focus Europe |
Europe Economics: All you need to know |
| 2023 Feb 13 |
Europe Blog |
ECB terminal rate: Data dependence and a 3.25-3.75% landing zone |
| 2023 Feb 10 |
Euro Weekly Digest |
No recession, but Europe still faces economic and political challenges |
| 2023 Feb 03 |
Euro Weekly Digest |
Still more work to do - Towards the next phase of the tightening cycle |
| 2023 Feb 03 |
Europe Blog |
dbDIG inflation expectations – January 2023 update |
| 2023 Feb 02 |
Focus Europe |
ECB Reaction: Preparing the ground for the third and final stage of hiking |
| 2023 Feb 01 |
Europe Blog |
(Big) Bang for your buck: Modelling the impact of ECB policy tightening |
| 2023 Jan 27 |
Euro Weekly Digest |
Skirting winter recession but headwinds ahead |
| 2023 Jan 26 |
Focus Europe |
ECB Preview: Persistent inflation means restrictive policy |
| 2023 Jan 25 |
ECB Watcher |
Eyeing core inflation like a hawk |
| 2023 Jan 20 |
Euro Weekly Digest |
ECB aims to 'stay the course' on policy tightening |
| 2023 Jan 19 |
Europe Blog |
What the ECB's monetary policy accounts tell us – December 2022 |
| 2023 Jan 18 |
Europe Blog |
What history tell us the ECB will have to do to defeat inflation |
| 2023 Jan 13 |
Euro Weekly Digest |
Improving growth outlook vs easing inflation expectations |
| 2023 Jan 06 |
Euro Weekly Digest |
Headline inflation decline unlikely to stem ECB hawkishness |
| 2023 Jan 06 |
Europe Blog |
Terminal rates and the ECB’s hawkish intent |
| 2023 Jan 05 |
Europe Blog |
dbDIG inflation expectations – December 2022 update |
| 2022 Dec 15 |
Focus Europe |
ECB Reaction: Downshifting into a longer climb to a higher terminal rate |
| 2022 Dec 12 |
Focus Europe |
Outlook 2023: As sure as night follows day |
| 2022 Dec 06 |
Europe Blog |
dbDIG inflation expectations – November 2022 update |
| 2022 Dec 06 |
Focus Europe |
ECB Preview: Downshift and climb – how to implement a hawkish pivot |
| 2022 Dec 02 |
Euro Weekly Digest |
Near-term ammunition for the doves |
| 2022 Nov 25 |
Euro Weekly Digest |
Fiscal policy won't make the ECB's job any easier |
| 2022 Nov 24 |
Europe Blog |
What the ECB's monetary policy accounts tell us – October 2022 |
| 2022 Nov 22 |
ECB Watcher |
Pace under debate, but agreement about the need to tighten further |
| 2022 Nov 18 |
Euro Weekly Digest |
Wage and activity data is not enough to signal a lower terminal rate |
| 2022 Nov 11 |
Euro Weekly Digest |
Difficulties of striking the policy balance |
| 2022 Nov 04 |
Euro Weekly Digest |
Balancing between high inflation and high uncertainty |
| 2022 Nov 01 |
Europe Blog |
dbDIG inflation expectations – October 2022 update |
| 2022 Oct 28 |
Euro Weekly Digest |
Data challenges a dovish take on the ECB meeting |
| 2022 Oct 27 |
Focus Europe |
ECB Reaction: Moving to the second stage of exit |
| 2022 Oct 26 |
Europe Blog |
Is there room for the ECB to maintain its pace of hiking? |
| 2022 Oct 21 |
Euro Weekly Digest |
ECB to look at the next stage in the tightening cycle |
| 2022 Oct 21 |
Focus Europe |
Stage Two Exit - Rate hikes and balance sheet contraction |
| 2022 Oct 19 |
ECB Watcher |
Actively thinking about balance sheet consolidation |
| 2022 Oct 14 |
Euro Weekly Digest |
ECB watchful of the extent of fiscal support |
| 2022 Oct 07 |
Euro Weekly Digest |
Little to dissuade another 75bp hike in October |
| 2022 Oct 06 |
Europe Blog |
What the ECB's monetary policy accounts tell us – September 2022 |
| 2022 Sep 30 |
Euro Weekly Digest |
Fiscal support should be "targeted", "temporary", and "tailored |
| 2022 Sep 30 |
Europe Blog |
Updated ECB Call: Lifting the terminal rate to 3% |
| 2022 Sep 30 |
Europe Blog |
dbDIG inflation expectations – September 2022 update |
| 2022 Sep 26 |
dbInSights Podcast |
Forecast Update: Deeper inflationary recession (1 Page) |
| 2022 Sep 23 |
Euro Weekly Digest |
Expecting a deeper recession |
| 2022 Sep 22 |
ECB Watcher |
Price stability is the priority |
| 2022 Sep 21 |
Focus Europe |
Forecast Update: Deeper inflationary recession |
| 2022 Sep 16 |
Euro Weekly Digest |
Energy proposals will not prevent recession |
| 2022 Sep 09 |
Euro Weekly Digest |
Rates "so far away" from appropriate level |
| 2022 Sep 08 |
Focus Europe |
ECB Reaction: Updated Call – Another 75bp in October |
| 2022 Sep 07 |
Europe Blog |
dbDIG inflation expectations – August 2022 update |
| 2022 Sep 06 |
ECB Watcher |
Hawks push for a 75bp hike, doves for a more orderly pace |
| 2022 Sep 02 |
Focus Europe |
ECB Preview: An expeditious hiking cycle |
| 2022 Aug 26 |
Euro Weekly Digest |
Solidifying 50bp September hike expectations |
| 2022 Aug 25 |
Europe Blog |
What the ECB's monetary policy accounts tell us – July 2022 |
| 2022 Aug 19 |
Euro Weekly Digest |
Not alleviating the ECB's concerns |
| 2022 Aug 18 |
Focus Europe |
Calibrating the next ECB hike |
| 2022 Aug 10 |
Europe Blog |
dbDIG Europe: July 2022 update |
| 2022 Aug 09 |
Europe Blog |
Financial Conditions: Tightening, fast and slow |
| 2022 Jul 29 |
Euro Weekly Digest |
Don't give up on ECB hawkishness |
| 2022 Jul 27 |
Europe Blog |
Common Inflation Expectations – Peak vs Persistence |
| 2022 Jul 22 |
Euro Weekly Digest |
Speedy lift-off despite recession risks |
| 2022 Jul 21 |
Focus Europe |
ECB Reaction: 50bp liftoff and the Transmission Protection Instrument |
| 2022 Jul 15 |
Euro Weekly Digest |
A rocky road ahead |
| 2022 Jul 15 |
Europe Blog |
dbDIG inflation expectations – June 2022 update |
| 2022 Jul 14 |
Focus Europe |
ECB Preview: Holding Course |
| 2022 Jul 12 |
ECB Watcher |
Latest Council commentary focussed on new anti-fragmentation tool |
| 2022 Jul 08 |
Euro Weekly Digest |
Strengthening inflation and weakening activity keeps pressure on the ECB |
| 2022 Jul 07 |
Europe Blog |
What the ECB's monetary policy accounts tell us – June 2022 |
| 2022 Jun 24 |
Euro Weekly Digest |
Growth risks in greater focus |
| 2022 Jun 21 |
ECB Watcher |
Anti-fragmentation “right at core of mandate” for the ECB |
| 2022 Jun 17 |
Euro Weekly Digest |
Countering fragmentation |
| 2022 Jun 15 |
Europe Blog |
ECB deploys anti-fragmentation tools – allowing third 50bp hike by year-end |
| 2022 Jun 10 |
Euro Weekly Digest |
ECB opens the door to a faster tightening cycle |
| 2022 Jun 09 |
Focus Europe |
ECB Reaction: Updated Call – A second 50bp hike before year-end |
| 2022 Jun 08 |
Europe Blog |
dbDIG inflation expectations – May 2022 update |
| 2022 May 31 |
Focus Europe |
ECB Preview: Updated Call – A 50bp hike by September |
| 2022 May 27 |
Euro Weekly Digest |
Detailing the ECB's exit path |
| 2022 May 24 |
ECB Watcher |
Lagarde’s normalisation plan endorses market pricing, but upside risks |
| 2022 May 20 |
Euro Weekly Digest |
Inflation to test the ECB's resolve |
| 2022 May 19 |
Europe Blog |
What the ECB's monetary policy accounts tell us – April 2022 |
| 2022 May 17 |
Europe Blog |
dbDIG inflation expectations and the difficulties in forecasting inflation |
| 2022 May 13 |
Euro Weekly Digest |
Coalescing on a July hike |
| 2022 May 09 |
ECB Watcher |
A July hike is “reasonable”, “justified", “possible”, even “probable” |
| 2022 May 06 |
Euro Weekly Digest |
Threatened growth |
| 2022 Apr 29 |
Euro Weekly Digest |
Data flow shifts the likely timing of ECB liftoff |
| 2022 Apr 29 |
Europe Blog |
Updated ECB Call: A midsummer liftoff |
| 2022 Apr 22 |
Euro Weekly Digest |
Talk of a July liftoff for the ECB intensifies |
| 2022 Apr 20 |
Europe Blog |
Inflation expectations highlight risk of second-round effects |
| 2022 Apr 14 |
Focus Europe |
ECB Reaction: Another step closer to liftoff |
| 2022 Apr 11 |
ECB Watcher |
Normalisation may not be enough |
| 2022 Apr 08 |
Euro Weekly Digest |
A hawkish preamble to April's ECB meeting |
| 2022 Apr 07 |
Europe Blog |
What the ECB's monetary policy accounts tell us – March 2022 |
| 2022 Apr 07 |
Focus Europe |
ECB Preview: Updated Call – Higher and earlier terminal rate |
| 2022 Apr 06 |
Europe Blog |
dbDIG: Signs of Ukraine conflict impacting European households (2) |
| 2022 Apr 01 |
Euro Weekly Digest |
Inflation up, economic confidence down |
| 2022 Mar 25 |
Euro Weekly Digest |
Resilient activity, downbeat sentiment |
| 2022 Mar 25 |
Focus Europe |
Expanding our euro area underlying inflation toolkit |
| 2022 Mar 25 |
Europe Blog |
dbDIG: Signs of Ukraine conflict impacting European households |
| 2022 Mar 22 |
Europe Blog |
Podcast: ECB - The path to liftoff (1 Page) |
| 2022 Mar 21 |
ECB Watcher |
Inflation is unlikely to return to pre-pandemic dynamics |
| 2022 Mar 18 |
Euro Weekly Digest |
Lagarde mentions the possibility of new stability instruments |
| 2022 Mar 17 |
Europe Blog |
ECB: The path to liftoff |
| 2022 Mar 11 |
Euro Weekly Digest |
Committed to price stability |
| 2022 Mar 10 |
Focus Europe |
ECB Reaction: The dominance of price stability |
| 2022 Mar 07 |
Focus Europe |
Ukraine shock: Tracking the transmission into growth |
| 2022 Mar 07 |
ECB Watcher |
The Ukraine conflict may delay normalisation, but wont derail it |
| 2022 Mar 04 |
Euro Weekly Digest |
Ukraine conflict casts a shadow over the ECB meeting |
| 2022 Mar 03 |
Focus Europe |
ECB Preview: Ensuring price stability and financial stability |
| 2022 Mar 01 |
Europe Blog |
Inflation expectations highlight rising pressures |
| 2022 Feb 25 |
Euro Weekly Digest |
Ukraine conflict casts uncertainty over Europe |
| 2022 Feb 22 |
ECB Watcher |
Ukraine situation adds uncertainty to path of monetary normalisation |
| 2022 Feb 18 |
Euro Weekly Digest |
Increasing confidence on 2% in the medium-term |
| 2022 Feb 11 |
Euro Weekly Digest |
ECB to exit 'step-by-step' in 2022 |
| 2022 Feb 04 |
Euro Weekly Digest |
Hawkish pivot raises prospect of earlier liftoff |
| 2022 Feb 04 |
Global Economic Perspectives |
Monetary conditions perspective on Fed, ECB and BoE pivots |
| 2022 Feb 04 |
Europe Blog |
Inflation expectations continue to rise across Europe |
| 2022 Feb 03 |
Focus Europe |
ECB Reaction: Faster pivot – expect liftoff in September 2022 |
| 2022 Jan 31 |
ECB Watcher |
Data dependent approach does not rule out liftoff in 2022 |
| 2022 Jan 28 |
Euro Weekly Digest |
Expecting ECB lift-off in 2022 |
| 2022 Jan 26 |
Focus Europe |
ECB Preview: Step-by-step exit |
| 2022 Jan 24 |
Focus Europe |
ECB Update: Expect liftoff in December 2022 |
| 2022 Jan 21 |
Euro Weekly Digest |
The start of 2022 political events |
| 2022 Jan 20 |
Europe Blog |
What the ECB's monetary policy accounts tell us – December 2021 |
| 2022 Jan 14 |
Euro Weekly Digest |
Slower momentum into the New Year |
| 2022 Jan 07 |
Euro Weekly Digest |
Adjusting our near-term inflation forecast |
| 2022 Jan 07 |
Europe Blog |
An update on inflation expectations – January 2022 |
| 2021 Dec 17 |
Euro Weekly Digest |
New Year - new approach to policy optionality |
| 2021 Dec 16 |
Focus Europe |
ECB Reaction: A slow pivot to exit |
| 2021 Dec 14 |
Focus Europe |
Shadow analysis: Looking ahead to policy-rate liftoff |
| 2021 Dec 13 |
Focus Europe |
Outlook 2022: Inflation vigilance |
| 2021 Dec 10 |
Euro Weekly Digest |
Omicron casts a shadow |
| 2021 Dec 03 |
Euro Weekly Digest |
Inflation surprises not just about energy |
| 2021 Dec 03 |
Focus Europe |
ECB Preview: Moving to a new policy stance, pandemic permitting |
| 2021 Dec 01 |
Europe Blog |
What dbDIG tells us about inflation expectations – November survey wave |
| 2021 Nov 26 |
Euro Weekly Digest |
Towards peak inflation |
| 2021 Nov 25 |
Europe Blog |
What the ECB's monetary policy accounts tell us – October 2021 |
| 2021 Nov 19 |
Focus Europe |
ECB Update: Policy rate lift-off expected in December 2023 |
| 2021 Nov 19 |
Euro Weekly Digest |
Ammo for the hawks |
| 2021 Nov 12 |
Euro Weekly Digest |
Doubts about ECB's unconventional policies emerging |
| 2021 Nov 12 |
Europe Blog |
What dbDIG tells us about inflation expectations – October survey wave |
| 2021 Nov 05 |
Euro Weekly Digest |
Escalating the rhetoric against market lift-off pricing |
| 2021 Nov 05 |
UK economic notes |
Common inflation expectations in the UK |
| 2021 Nov 01 |
Europe Blog |
Common inflation expectations in the euro area – October update |
| 2021 Oct 29 |
Euro Weekly Digest |
A long way from stagflation |
| 2021 Oct 28 |
Focus Europe |
ECB Reaction: Not enough inflation, yet |
| 2021 Oct 25 |
Focus Europe |
dbInsight Podcast: Previewing the October ECB meeting (1 Page) |
| 2021 Oct 22 |
Euro Weekly Digest |
Market pricing vs forward guidance |
| 2021 Oct 22 |
Europe Blog |
October PMIs: It's all about supply |
| 2021 Oct 19 |
Focus Europe |
ECB Preview: The policy flexibility premium |
| 2021 Oct 15 |
Euro Weekly Digest |
Visibility on ECB's policy options emerging |
| 2021 Oct 15 |
Europe Blog |
What dbDIG tells us about inflation expectations |
| 2021 Oct 08 |
Euro Weekly Digest |
Industrial constraints add downside risk to Q3 GDP |
| 2021 Oct 01 |
Euro Weekly Digest |
Energy shock adds to uncertain outlook |
| 2021 Sep 27 |
Focus Europe |
Assessing the impact of the gas price shock in Europe |
| 2021 Sep 24 |
Euro Weekly Digest |
Election day in Germany |
| 2021 Sep 17 |
Euro Weekly Digest |
Assessing the easing growth signal |
| 2021 Sep 10 |
Euro Weekly Digest |
Moderately lower pace |
| 2021 Sep 09 |
Focus Europe |
ECB Reaction: Don’t call it tapering, but asset purchases are peaking |
| 2021 Sep 03 |
Euro Weekly Digest |
A September "local adjustment"? |
| 2021 Sep 02 |
Focus Europe |
ECB Preview: The inevitability of peak asset purchases |
| 2021 Aug 27 |
Euro Weekly Digest |
End-of-summer moderation |
| 2021 Aug 13 |
Euro Weekly Digest |
Europe riding the momentum |
| 2021 Aug 10 |
Focus Europe |
COVID-19 dbDIG survey: Facing the Delta variant |
| 2021 Jul 30 |
Euro Weekly Digest |
Faster-than-anticipated normalisation |
| 2021 Jul 23 |
Euro Weekly Digest |
Aligning to the new strategy |
| 2021 Jul 23 |
Focus Europe |
Common inflation expectations in the euro area |
| 2021 Jul 22 |
Focus Europe |
ECB Reaction: A partial dawning of a new era |
| 2021 Jul 16 |
Euro Weekly Digest |
GDP growth may be peaking |
| 2021 Jul 16 |
Focus Europe |
ECB Preview: New strategy, new guidance |
| 2021 Jul 09 |
Euro Weekly Digest |
Awaiting implementation |
| 2021 Jul 08 |
Focus Europe |
ECB: Important but modest changes to monetary policy strategy |
| 2021 Jul 06 |
Focus Europe |
ECB Strategy Review: Where has inflation disappointed? |
| 2021 Jul 05 |
Focus Europe |
ECB Strategy Review: How the new inflation target affects the policy stance |
| 2021 Jul 02 |
Euro Weekly Digest |
Inflation to touch 3% at year-end |
| 2021 Jul 02 |
Focus Europe |
ECB Strategy Review: Modest but important changes to inflation target |
| 2021 Jun 25 |
Euro Weekly Digest |
Looking forward to a (more) normal summer |
| 2021 Jun 21 |
Focus Europe |
Pandemic savings: A sharp and short-lived pent-up demand effect |
| 2021 Jun 18 |
Euro Weekly Digest |
Green-lighting the recovery plans |
| 2021 Jun 11 |
Euro Weekly Digest |
A (dovish) steady hand |
| 2021 Jun 10 |
Focus Europe |
ECB Reaction: One dovish step at a time |
| 2021 Jun 04 |
Euro Weekly Digest |
Waiting on the PEPP decision |
| 2021 Jun 04 |
Focus Europe |
ECB Preview: Balancing act |
| 2021 May 28 |
Euro Weekly Digest |
The doves speak out |
| 2021 May 21 |
Euro Weekly Digest |
Remarkable Exuberance |
| 2021 May 14 |
Euro Weekly Digest |
Don't count on the ECB accounts |
| 2021 May 10 |
Europe Blog |
PEPP & NGEU: From complements to substitutes |
| 2021 May 07 |
Euro Weekly Digest |
Vaccination success vs Supply constraints |
| 2021 Apr 30 |
Euro Weekly Digest |
From resilience to rebound |
| 2021 Apr 23 |
Euro Weekly Digest |
Recovery around the corner |
| 2021 Apr 22 |
Focus Europe |
ECB Reaction: A staging point en route to June |
| 2021 Apr 20 |
Focus Europe |
Podcast: ECB Strategy Review: Scoping out the landing zone (1 Page) |
| 2021 Apr 16 |
Euro Weekly Digest |
Looking to the downstream conditions |
| 2021 Apr 15 |
Focus Europe |
ECB Preview: Conscious decoupling |
| 2021 Apr 09 |
Euro Weekly Digest |
Vaccination rates grow, but so do downside risks to Q1 GDP |
| 2021 Apr 09 |
Focus Europe |
ECB Strategy Review: Scoping out the landing zone |
| 2021 Mar 26 |
Euro Weekly Digest |
Will spring herald a sunnier outlook for the data? |
| 2021 Mar 24 |
Europe Blog |
March flash PMIs: Defying the sceptics |
| 2021 Mar 19 |
Euro Weekly Digest |
From lockdown gloom to Goldilocks recovery |
| 2021 Mar 12 |
Euro Weekly Digest |
A little more PEPP in the step of the recovery |
| 2021 Mar 11 |
Focus Europe |
ECB Reaction: The unintended consequences of PEPP flexibility |
| 2021 Mar 08 |
Focus Europe |
Podcast: ECB Preview: A marathon, not a sprint (1 Page) |
| 2021 Mar 05 |
Euro Weekly Digest |
Unwarranted yields vs justified optimism |
| 2021 Mar 05 |
Focus Europe |
ECB Preview: A marathon, not a sprint |
| 2021 Mar 01 |
Focus Europe |
EU Fiscal Rules: Escape vs Reform |
| 2021 Feb 26 |
Euro Weekly Digest |
Watchful but not convinced |
| 2021 Feb 19 |
Euro Weekly Digest |
Reflationary PMI signal vs ECB concern over underlying inflation |
| 2021 Feb 12 |
Euro Weekly Digest |
Will Draghi outshine the ECB? |
| 2021 Feb 05 |
Euro Weekly Digest |
Inflation surprise may be unrelated to resilient economy |
| 2021 Feb 04 |
Focus Europe |
COVID-19 dbDIG survey: Adapting to life in lockdown |
| 2021 Jan 29 |
Euro Weekly Digest |
Vaccine delays threaten to upset improved economic resilience |
| 2021 Jan 22 |
Euro Weekly Digest |
Can Q4 GDP upside buy time for ECB clarity? |
| 2021 Jan 21 |
Focus Europe |
ECB Reaction: Compass, anchor and stormy seas for the reaction function |
| 2021 Jan 15 |
Euro Weekly Digest |
Slow but busy start to 2021 |
| 2021 Jan 15 |
Focus Europe |
ECB Preview: 3 Questions |
| 2021 Jan 05 |
Focus Europe |
3 indicators to watch in 2021 |
| 2020 Dec 11 |
Euro Weekly Digest |
Beyond 2020 |
| 2020 Dec 10 |
Focus Europe |
ECB Reaction: The limits of monetary policy |
| 2020 Dec 09 |
Focus Europe |
Deposit Facility Rate: To cut or not to cut? |
| 2020 Dec 04 |
Euro Weekly Digest |
Decision time |
| 2020 Dec 04 |
Focus Europe |
ECB Preview: Preserve stability, promote lending, push inflation |
| 2020 Nov 30 |
Focus Europe |
Outlook 2021: Transformations |
| 2020 Nov 27 |
Euro Weekly Digest |
How bad is 'lockdown lite'? |
| 2020 Nov 20 |
Euro Weekly Digest |
Difficult discussions |
| 2020 Nov 19 |
Focus Europe |
Forecast Update: From darkness into light |
| 2020 Nov 13 |
Euro Weekly Digest |
Anticipating policy stimulus |
| 2020 Nov 11 |
Focus Europe |
COVID-19 dbDIG survey: The impact on households (8) – Lockdown Lite |
| 2020 Nov 06 |
Euro Weekly Digest |
Shifting attention back to growth challenges |
| 2020 Oct 30 |
Euro Weekly Digest |
From Q3 sunshine to Q4 'lockdown lite' |
| 2020 Oct 29 |
Focus Europe |
ECB Reaction: Action decided, composition to follow |
| 2020 Oct 29 |
UK Blog |
Updated Local Restrictions Index: only modest tightening from new restrictions |
| 2020 Oct 23 |
Euro Weekly Digest |
Is the ECB getting worried about the second wave? |
| 2020 Oct 23 |
Focus Europe |
Deal or no deal: the near-term economic impact of Brexit on the UK and the EU |
| 2020 Oct 22 |
Focus Europe |
ECB Preview: The Cliff and the Ramp |
| 2020 Oct 08 |
Europe Blog |
Dovish ECB accounts with more focus on the low inflation problem |
| 2020 Sep 24 |
UK economic notes |
A Local Restrictions Index to track the second wave |
| 2020 Sep 22 |
Europe Blog |
September PMIs: A test of the infections-mobility-activity nexus |
| 2020 Sep 17 |
UK Blog |
'Eat Out to Help Out' scheme will be a boon for August GDP |
| 2020 Sep 04 |
Focus Europe |
ECB Preview: Towards a more persistent policy easing |
| 2020 Sep 03 |
Focus Europe |
Shadow analysis: Policy rules say further ECB easing required |
| 2020 Aug 31 |
Europe Blog |
What next? 3 questions to influence the outlook |
| 2020 Aug 27 |
Europe Blog |
A two-stage ECB easing cycle |
| 2020 Aug 21 |
Europe Blog |
Mobility trends and why the PMIs should not have surprised |
| 2020 Aug 04 |
Europe Blog |
EUR exchange rate appreciation: A new headwind? |
| 2020 Jul 24 |
Focus Europe |
Warning: Step back from the cliff edge |
| 2020 Jul 21 |
Focus Europe |
COVID-19 dbDIG survey: The impact on households (7) – Assessing the recovery |
| 2020 Jul 20 |
Focus Europe |
Cycle dashboard: do not extrapolate this recovery |
| 2020 Jul 16 |
Focus Europe |
ECB Reaction: Commitment and coordination |
| 2020 Jul 09 |
Focus Europe |
ECB Preview: No time for complacency |
| 2020 Jul 08 |
Focus Europe |
Shadow analysis: YCC and the ECB reaction function |
| 2020 Jun 23 |
Focus Europe |
Cycle Dashboard: Rebounding, but how far? |
| 2020 Jun 23 |
Focus Europe |
Bank credit, economic growth and the COVID shock: an adjusted perspective |
| 2020 Jun 17 |
Focus Europe |
COVID-19 dbDIG survey: The impact on households (6) — Furloughed workers |
| 2020 Jun 04 |
Focus Europe |
ECB: Controlled response |
| 2020 May 29 |
Focus Europe |
ECB Preview: Crisis management |
| 2020 May 21 |
Special Report |
COVID-19: Policy responses by G20 economies (10) - $14trn and counting |
| 2020 May 14 |
Focus Europe |
COVID-19 dbDIG survey: The impact on households (5) |
| 2020 May 07 |
Focus Europe |
COVID shock: From bad to worse |
| 2020 Apr 30 |
Focus Europe |
ECB: Hit and miss |
| 2020 Apr 27 |
Focus Europe |
Grants or Loans? There is a big difference for Italian public finances |
| 2020 Apr 27 |
Focus Europe |
ECB Preview: More to do |
| 2020 Apr 23 |
Focus Europe |
COVID-19 dbDIG survey: The impact on Employment |
| 2020 Apr 20 |
Focus Europe |
COVID, survey indicators and GDP: A non-linear relationship |
| 2020 Apr 10 |
Europe Blog |
Eurogroup: Failure was not an option, but success is not guaranteed |
| 2020 Apr 03 |
Focus Europe |
COVID-19 dbDIG survey: The impact on households (4) |
| 2020 Apr 03 |
Focus Europe |
Euro area and the virus crisis: The path ahead |
| 2020 Mar 17 |
Focus Europe |
COVID-19 dbDIG survey: The impact on households (3) |
| 2020 Mar 11 |
Focus Europe |
COVID-19 dbDIG survey: The impact on households (2) |
| 2020 Mar 06 |
Focus Europe |
COVID19: Judging the impact with high frequency, alternative and new data |
| 2020 Mar 06 |
Focus Europe |
Shadow analysis: Will the ECB change its reaction function? |
| 2020 Mar 04 |
Focus Europe |
COVID-19: How to think about the immediate ECB response |
| 2020 Feb 28 |
Focus Europe |
COVID-19: How policy can buffer the virus shock |
| 2020 Feb 21 |
Data Flash |
SIREN: tracking euro-area macro news |
| 2020 Feb 20 |
Focus Europe |
The impact of the coronavirus: A supply-chain analysis |
| 2020 Feb 04 |
Focus Europe |
Cycle Dashboard: Better, but there are good reasons to remain prudent |
| 2020 Jan 22 |
Focus Europe |
An index of ECB council cohesion: Low, but not unusually low |
| 2020 Jan 17 |
Focus Europe |
ECB Preview: Nothing to see here, move along |
| 2020 Jan 10 |
Focus Europe |
Cycle Dashboard: tentative signs of improvement but prudence still needed |
| 2020 Jan 03 |
Data Flash |
Euro area credit impulse lowest since 2013, adding to ECB side effects debate |
| 2019 Dec 12 |
Focus Europe |
ECB: Time to listen, learn and reflect |
| 2019 Dec 10 |
Focus Europe |
Shadow analysis: Market back in line with ECB policy rule |
| 2019 Dec 02 |
Focus Europe |
ECB Strategic Review: necessary but not sufficient |
| 2019 Nov 28 |
Focus Europe |
Cycle Dashboard: Some positive signals, but caution prevails |
| 2019 Oct 30 |
Focus Europe |
Cycle Dashboard: Domestic demand resilience cannot be taken for granted |
| 2019 Oct 23 |
Focus Europe |
Economic uncertainty: rising and spreading |
| 2019 Oct 22 |
Focus Europe |
Shadow analysis: A yield curve implied estimate of the reversal rate |
| 2019 Sep 27 |
Focus Europe |
Cycle Dashboard: Caution prevails! |
| 2019 Sep 24 |
Focus Europe |
The post-crisis performance of inflation expectations and forecasts |
| 2019 Sep 20 |
Focus Europe |
Forecast Update: The Policy Gap |
| 2019 Sep 06 |
Focus Europe |
ECB Preview: Solving for the optimal policy package |
| 2019 Sep 04 |
Focus Europe |
More effective ECB policy: Interest rates (& tiering) |
| 2019 Jul 25 |
Focus Europe |
ECB: Moving to a new reaction function |
| 2019 Jul 18 |
Focus Europe |
ECB Preview: Guidance, symmetry and absolute commitment |
| 2019 Jun 20 |
UK economic notes |
Underlying inflation showing no signs of pressure yet |
| 2019 Jun 13 |
Focus Europe |
The catalysts for ECB easing are being triggered |
| 2019 Jun 11 |
Focus Europe |
Shadow Analysis: Ready to react to market-based growth expectations |
| 2019 Jun 04 |
Focus Europe |
A primer on the reversal rate |
| 2019 May 30 |
Focus Europe |
ECB Preview: Policymaking in a reversal rate framework |
| 2019 May 20 |
Focus Europe |
Shadow Analysis: A broader shadow rate and look at the US-China trade war |
| 2019 Apr 30 |
Focus Europe |
Cycle dashboard: trouble with the transmission |
| 2019 Apr 25 |
Focus Europe |
Euro area Q1 GDP: Heading for a positive surprise |
| 2019 Apr 16 |
Special report |
Scope for policy stimulus when a global recession hits |
| 2019 Apr 12 |
Focus Europe |
Shadow Analysis: using our new policy framework to decipher Draghi |
| 2019 Apr 08 |
Focus Europe |
What no-deal Brexit could mean for the ECB monetary policy stance |
| 2019 Apr 05 |
Focus Europe |
ECB Preview: Seeking clarity on the reaction function |
| 2019 Apr 04 |
Focus Europe |
First-difference rule: Explaining ECB policy behaviour |
| 2019 Feb 25 |
Focus Europe |
Shadow Rates: Judging the policy stance in an unconventional world |