ECB to Push Back Against Market Expectation of Early Rate Cuts

ECB to Push Back Against Market Expectation of Early Rate Cuts

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

23 January 2024

In this paper we discuss:

1. Our assessment of the Eurozone economy;
2. What we expect the ECB to do in January and in coming months;
3. How macroeconomic conditions evolved compared to December’s Staff Macroeconomic Projections;
4. The market implications of the above.

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Download PDF: ECB Preview – January 2024

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