Peter Kazimir (ECB) reaffirms a clear path toward further rate cuts. But each step depends on the data. The Fed/ECB divergence is becoming structural: ECB toward 1.75% by the end of 2026, Fed stable at 4.25-4.50%. German PMI at an 18-month low.
Jun 25, 2026 at 09:45 11 8
Peter Kazimir reaffirms the ECB's accommodative trajectory amid contracting PMIs. The divergence between a hawkish Fed and a dovish ECB deepens - implications for the euro and European sovereign bonds.
Jun 24, 2026 at 18:35 13 12
The ECB Governing Council member Peter Kazimir confirms the ECB's accommodative bias - without committing to the pace, as the Fed's Warsh shifts toward hawkishness.
Jun 23, 2026 at 21:45 11 6
The UK composite PMI falls below 50 in June 2026, with manufacturing at its lowest point in 3 months - a sign of fragility in an economy under dual pressure from interest rates and political uncertainty.
Jun 23, 2026 at 21:45 4 4
In June 2026, Germany sends two simultaneous contraction signals that markets can no longer ignore: overall activity at its lowest in 18 months and a services sector collapsed to its weakest level in 43 months-unseen since the post-Ukraine energy crisis.
Jun 23, 2026 at 12:40 6 5
German cooperative banks open crypto trading to millions of retail customers under the MiCA framework. Banked retail crypto is scaling up.
7 h ago 7 8
