Economy Eurozone inflation falls to 2.2%: Could the ECB cut rates this month? Eurozone inflation hit a four-month low at 2.2% in March, but rising monthly prices and persistent services inflation leave the ECB divided ahead of its April 17 meeting, with markets pricing a 65% chance of a rate cut. 01/04/2025
Economy Germany and Italy diverge on inflation: What’s the eurozone signal? Germany’s inflation eased to a four-month low in March, while Italy’s rose to its highest in over a year, highlighting diverging trends. The mixed data suggest uneven disinflation across the eurozone ahead of the bloc’s inflation release. 31/03/2025
Economy How could the European Central Bank react to Trump’s trade tariffs? Donald Trump’s tariffs may hit EU growth and push up inflation, posing a dilemma for the ECB. While trade slows and prices rise, some economists argue rate cuts remain appropriate, so long as inflation expectations stay anchored. 31/03/2025
Business Global sentiment sours as Trump’s auto and reciprocal tariffs loom This week, Trump’s auto and reciprocal tariffs are set to rattle the global markets as sentiment soured amid recession fears. Key economic data, including inflation readings from the eurozone, employment change from the US, and Reserve Bank of Australia’s interest rate decisions, will be in focus. 31/03/2025
Economy Europe’s economic confidence dips again as services sector retreats Sentiment across the European economy weakened again in March, with confidence in services and retail slumping. The euro area’s index fell to 95.2, deepening doubts over recovery momentum. 28/03/2025
Economy UK inflation slowed to 2.8% in February, fuelling hopes of a rate cut The better-than-expected inflation figure comes as a relief to the economy as it faces the looming threat of stagflation: high inflation coupled with low output. 26/03/2025
Business German business morale surges to 7-month highs on recovery hopes Confidence among German businesses improved in March, supported by a rebound in manufacturing and optimism over major government spending plans. 25/03/2025
Markets Inflation and PMIs: What moves the financial markets this week? This week, financial markets will focus on upcoming flash manufacturing and services PMIs, as well as inflation data from major economies. These figures are crucial for investors assessing the global economic outlook amid escalating trade tensions. 24/03/2025
Economy Eurozone consumer confidence falls more than expected in March Eurozone consumer confidence weakened as looming trade tariffs raised concerns over growth and inflation. Meanwhile, Germany approved a massive fiscal package, but economists urged caution over immediate excitement. 21/03/2025
Markets Europe’s markets lose steam amid EU deadlock on Ukraine, trade tension The rally in European stock markets took a breather as EU leaders struggled to secure a €5 billion funding package for Ukraine. Investor sentiment was further dampened by the ECB’s cautious outlook on the economy and inflation, triggering selloffs, particularly in the defence and automotive sectors. 21/03/2025
Business BusinessEurope: Why Europe’s economy is on a make-or-break knife-edge Boosting competitiveness in the face of weak growth and tariff threats is now a matter of urgency, says business chief. 20/03/2025
Economy Lagarde: Trade tariffs could push eurozone inflation up by 0.5% A trade war could push up eurozone inflation by half a percentage point alone with detrimental effects on growth, ECB’s Lagarde warns. The ECB president said rising trade tensions and a weaker euro could complicate monetary policy. 20/03/2025
Economy Euro falls as eurozone inflation sees downward revisions in February Eurozone inflation eased to 2.3% in February, with core inflation at 2.6%, its lowest since January 2022. France had the lowest rate (0.9%), Hungary the highest (5.7%). The euro slipped ahead of Wednesday’s Fed meeting. 19/03/2025
Economy Germany’s economic sentiment hits 2-year high, EU exports to US soar Germany’s economic sentiment hit a 2-year high, but the eurozone’s trade surplus fell sharply. EU exports to the US surged as firms frontloaded shipments ahead of potential Trump tariffs, while the trade deficit with China widened sharply. 18/03/2025
Economy To cut or not to cut? US Fed faces stubborn inflation and weak growth Faced with persistent inflation and a slowing economy, the Federal Reserve finds itself in a tight spot ahead of its interest rate decision this week. 17/03/2025
Economy Direct impact of US tariffs on EBRD economies to remain limited As US President Donald Trump continues to shake up the global trading order, EBRD nations aren’t likely to feel the brunt of the disruption. Even so, diminished growth in other countries is set to have ripple effects. 14/03/2025
Economy US stocks rally as inflation cools and euro holds four-month highs US stocks rallied as February’s inflation data came in lower than expected, boosting hopes for Federal Reserve rate cuts later this year. The S&P 500 gained 0.7%, while the Nasdaq 100 jumped 1.5%. Meanwhile, the euro held at a four-month high. 12/03/2025
Economy US inflation cools despite Trump trade war threatening price lifts Price pressures eased more than expected in February, a relief for US consumers concerned about looming tariff effects. 12/03/2025
Economy Turkey cuts interest rate to 42.5% after inflation hits two-year low Turkey’s central bank lowered its key interest rate by 2.5 percentage points on Thursday, its third consecutive cut, reacting to a slowdown in inflation in the country. 06/03/2025
Economy ECB cuts rates for sixth time since June despite sticky inflation The European Central Bank cut its benchmark interest rate by a quarter point to 2.5% on Thursday as inflation nears 2% and growth remains weak. 06/03/2025