JP MORGAN EXPECTS ECB TO DELIVER ANOTHER 25 BP INTEREST RATE HIKE IN MARCH 2027 AFTER A DECEMBER HIKE VS PRIOR FORECAST OF RATES ON HOLD IN 2027
Why now
Thesis: ECB hike forecast implies higher-for-longer European rates
Catalyst to watch: ECB meeting or inflation data
Main risk: Forecast reversal if growth weakens
Why it matters
A forecast of ECB hikes in 2027 implies higher-for-longer European rates, pressuring duration-sensitive assets and supporting the euro versus the dollar.
Details
JP MORGAN EXPECTS ECB TO DELIVER ANOTHER 25 BP INTEREST RATE HIKE IN MARCH 2027 AFTER A DECEMBER HIKE VS PRIOR FORECAST OF RATES ON HOLD IN 2027
Sources
- x · 2026-09-18 09:54 UTC