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Morgan Stanley sends a stark message on the 2026 US economy: Morgan Stanley's midyear outlook sees 2.3% US GDP growth in 2026 but warns the consumer is losing ...
thestreet.com/economy/morgan-stanley-sends-a-stark-message-on-the-us-economy-for-2026

Goldman Sachs delivers contrarian take on the economy : Forget all the recession chatter.
miamiherald.com/news/business/article314708694.html
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

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/

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

Paid articlePaywall‘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
OpinionOpinion | Europe Is in Decline. Good.: Demotion need not be traumatic.
nytimes.com/2025/12/16/opinion/europe-decline-economy-china.html

U.S. Treasury yields hold steady as investors await expected Fed rate cut : Investors are pricing in a 87% chance of a 25-basis-point cut when the U.S ...
cnbc.com/2025/12/08/us-treasury-yields-hold-steady-as-investors-await-expected-fed-rate-cut-.html

America has ditched Europe. That presents an economic opportunity: As a rapid rise in military spending across Europe looks increasingly likely ...
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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 ...
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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
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’s Muller Says Wage Jump Doesn’t Derail Slowdown in Inflation, June Cut: The jump in a key gauge of euro-zone pay doesn’t derail the ongoing retreat in ...
bloomberg.com/news/articles/2024-05-24/ecb-s-muller-says-wage-jump-doesn-t-derail-slowdown-in-inflation

Paid articlePaywallECB 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 ...
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Paid articlePaywallMorning bid: Red hot retail readout drives US economy and dollar: A look at the day ahead in U.S. and global markets from Mike Dolan
reuters.com/markets/us/global-markets-view-usa-2024-04-16/

ECB's central scenario points to interest rate cut in June, De Cos says: The European Central Bank could start cutting interest rates in June after a continued ...
reuters.com/world/europe/ecbs-central-scenario-points-interest-rate-cut-june-de-cos-says-2024-04-03/

ECB’s De Cos Says First Interest Rate Cut Could Come in June
bloomberg.com/news/articles/2024-03-17/ecb-s-de-cos-says-first-interest-rate-cut-could-come-in-june

Paid articlePaywallTraders 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 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

Schnabel ECB Rate U-Turn Prompts Market Bets on Earlier Cut
bloomberg.com/news/articles/2023-12-05/schnabel-s-ecb-rate-u-turn-prompts-market-bets-on-earlier-cut

Europe’s economy looks to be heading for trouble: Will policymakers still lift interest rates?
economist.com/finance-and-economics/2023/08/31/europes-economy-looks-to-be-heading-for-trouble

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

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