In no rush to say that we are done on rates, a rate pause wouldn’t mean stopping We will see the data then decide Stopping …

Disinflation has to be ‘timely’ and ‘sustainable’ German growth not broken and demonstrating resilience Proximity to war in Ukraine part of the reason for differing …

Energy transition and climate change is triggering profound transformations in energy markets We are seeing profound changes in the labour market and the nature of …

What’s priced in for the ECB ahead of today’s speech from President Christine Lagarde and her 3 pm ET speech? The market is priced 50/50 …

Feels confident about a soft landing Nothing has happened in the last 2 months to make them think that the golden path is not attainable …