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ECB – the fine line between stimulus and exuberance

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Economic conditions and prospects in the euro area have improved. Markets are exuberant, and the ECB expects the pickup in inflation to prove temporary. Soon however the ECB will have to consider when to start ‘leaning against the wind’.

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Key Developments & Chart of the week

Dear Colleague,  The attached Key Developments contains our Chart of the Week and the key data and other information from this week that, in our judgement, bear most importantly on the core elements of our World View. Macro-series-Key-Developments-Chart-of-the-week-29...   Become a member to read the...

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ECB – the fine line between stimulus and exuberance

Economic conditions and prospects in the euro area have improved. Markets are exuberant, and the ECB expects the pickup in inflation to prove temporary.