September’s ECB Cheat Sheet: Buy the data, sell the cut. The possible implications of a “technical” 60bp refinancing rate cut. Our base case is no new forward guidance, and some hawkish repricing in EUR front-end rates as well as a moderately higher EUR/USD - Sky-Tide Media

September’s ECB Cheat Sheet: Buy the data, sell the cut. The possible implications of a “technical” 60bp refinancing rate cut. Our base case is no new forward guidance, and some hawkish repricing in EUR front-end rates as well as a moderately higher EUR/USD

September 12, 2024

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