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Goldman Sachs delivers contrarian take on the economy : Forget all the recession chatter.
miamiherald.com/news/business/article314708694.html
Goldman Sachs delivers contrarian take on the economy
As challenges mount, a two-speed Europe emerges as a way out: The notion of a two-speed Europe has come to the fore as leaders search for groundbreaking ...
euronews.com/my-europe/2026/02/11/as-challenges-mount-a-two-speed-europe-emerges-as-a-way-out
As challenges mount, a two-speed Europe emerges as a way out
Ignatius: A wild Davos gives Europe a dose of needed shock therapy: Trump's wrecking ball creates new determination to deal with festering problems.
pressdemocrat.com/2026/01/24/ignatius-a-wild-davos-gives-europe-a-dose-of-needed-shock-therapy/
Ignatius: A wild Davos gives Europe a dose of needed shock therapy
To Compete in the Global Economy, Europe Needs to Boost Its VC Ecosystem: Three avenues for creating a vibrant venture sector.
hbr.org/2026/01/to-compete-in-the-global-economy-europe-needs-to-boost-its-vc-ecosystem
To Compete in the Global Economy, Europe Needs to Boost Its VC Ecosystem
‘A moment of sheer nihilism’: Trump is running into a problem many political populists face
theage.com.au/politics/federal/trump-ignores-the-lessons-of-nixon-and-the-us-suffers-20260114-p5nu3p.html
‘A moment of sheer nihilism’: Trump is running into a problem many ...
OpinionOpinion | Europe Is in Decline. Good.: Demotion need not be traumatic.
nytimes.com/2025/12/16/opinion/europe-decline-economy-china.html
Opinion | Europe Is in Decline. Good.
America has ditched Europe. That presents an economic opportunity: As a rapid rise in military spending across Europe looks increasingly likely ...
cnn.com/2025/03/06/business/europe-military-spending-economic-growth-intl/
America has ditched Europe. That presents an economic opportunity
Before the Fed: The ECB is cutting interest rates, but is that sustainable?: The ECB is likely to cut interest rates next week - for the first time in 14 years ...
businessinsider.de/wirtschaft/die-ezb-duerfte-kommende-woche-die-zinsen-senken-erstmals-seit-14-jahren-vor-der-us-fed/
Before the Fed: The ECB is cutting interest rates, but is that ...
Key FactsECB Preview: 'One is none' or 'one and done'?
May 29, 2024 · Reading time: ~30 sec.
Summary created with AI assistance · Source: think.ing.com
  • A rate cut at next week’s European Central Bank meeting appears to be a certainty. Even the data on inflation and sentiment indicators this week are unlikely to deter the ECB from cutting rates. To paraphrase R.E.M.: 'oh no, they’ve said too much, they set it up.'

  • In recent months, the ECB has displayed growing trust in its own predictions and forecasting capabilities. This heightened confidence hit a peak last week when ECB President Christine Lagarde announced that inflation had been effectively managed.

  • The argument for the rate reduction next week lies in gradually easing the level of monetary policy restrictions without completely abolishing them. This shift would transform the ECB back into a proactive central bank, rather than one solely focused on current inflation levels - a consequence of the newfound trust in its forecasts.

  • The uncertainty of whether next week’s rate cut will align with 'one is none' or 'one and done' remains. A prolonged substantial cycle of rate cuts will only emerge if inflation promptly rises to 2%. Signs of reflation and heightened economic activity would constrain the ECB's flexibility.
ECB Rate Bets Are Creating an Arbitrage Trade in Money Markets: The prospect of an interest-rate cut from the European Central Bank is creating an arbitrage ...
bloomberg.com/news/articles/2024-04-17/ecb-rate-bets-are-creating-an-arbitrage-trade-in-money-markets
ECB Rate Bets Are Creating an Arbitrage Trade in Money Markets
Traders Reduce Bets on ECB Cuts This Year to Less Than One Point: Traders reduced bets on European Central Bank interest-rate cuts this year to fewer than one ...
bloomberg.com/news/articles/2024-02-22/traders-reduce-bets-on-ecb-cuts-this-year-to-less-than-one-point
Traders Reduce Bets on ECB Cuts This Year to Less Than One Point
Traders Bet on Fewer Interest-Rate Cuts From ECB, BOE This Year: Traders pared bets on interest-rate cuts from the European Central Bank and Bank of England ...
bloomberg.com/news/articles/2024-01-05/traders-pare-ecb-rate-cut-bets-see-fewer-than-150bps-this-year
Traders Bet on Fewer Interest-Rate Cuts From ECB, BOE This Year
Inflation in the euro area reaches a record level of 5.0 percent: Everything is becoming more expensive, not just energy and not just in Germany ...
wz.de/wirtschaft/inflation-im-euroraum-erreicht-rekordwert-von-5-0-prozent_aid-65120193
Inflation in the euro area reaches a record level of 5.0 percent