The large ECB balance sheet will continue to dampen the term risk premium, but with the ongoing normalisation, we should see excess liquidity come down significantly by 2025 and 2026.

The large ECB balance sheet will continue to dampen the term risk premium, but with the ongoing normalisation, we should see excess liquidity come down significantly by 2025 and 2026. QE unwind has ...

ECB May Be a Lifeline, Not a Trampoline, for EUR/USD September’s ECB meeting will be a binary risk event for the euro. Our baseline scenario sees a rate hike, which would translate into a stronger ...

With the ECB preaching data dependency, it has curbed its ability to make credible commitments with regard to the rate outlook, despite its pledge to keep policies sufficiently restrictive to achieve ...

Unlike the Fed, the ECB also has no plans to reduce its balance sheet, with policymakers reaffirming their commitment to keep reinvesting cash maturing from the 5 trillion euros worth of public ...

Fed balance sheet chart. Source: Holger Zschaepitz/ Twitter As Cointelegraph reported, the European Central Bank (ECB) has yet to show signs of reducing its own balance sheet, itself near $10 ...

We think ECB President Lagarde will use all her diplomatic skills to moderate the diverging views of hawks and doves within the Governing Counci ...

We think ECB President Lagarde will use all her diplomatic skills to moderate the diverging views of hawks and doves within the Governing Council on Thursday, and a neutral message may ultimately defy ...

Comparing Central Bank Balance Sheets We spoke a little about the following charts, which show that, for all the bluster about inflation, the numbers actually are backwards.

Comparing Central Bank Balance Sheets We spoke a little about the following charts, which show that, for all the bluster about inflation, the numbers actually are backwards. As you can see, the ECB ...