Research-driven commentary on financial markets, economic trends and investment themes — written by our analyst team for independent-minded investors and finance professionals.
Monetary Policy
ECB Rate Cycle Inflection: What Comes After the First Cut?
The European Central Bank's June 2024 rate reduction — the first since 2019 — marks an important pivot point for European fixed income markets. Our analysis examines the pace of subsequent cuts, their differential impact on bund yields vs peripheral spreads, and portfolio positioning for a lower-rate environment.
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