ECB Rate Hikes? Not So Fast
2026-03-27 07:20:00 ET
By Carsten Brzeski , Global Head of Macro
There is renewed excitement in financial markets about how the ECB might react to the war in the Middle East, with markets now pricing in more than three rate hikes. Needless to say, in such uncertain times, almost anything is possible, and nothing can be entirely ruled out. The real question, however, is whether markets have looked beyond the headlines and taken on board the messages from Wednesday’s ECB Watchers Conference, including remarks by Philip Lane and Christine Lagarde....
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