BofA_Liquid Insight ECB- from how fast to how far_20241009
Key takeaways• The ECB seems to have opened the door to back to back cuts. This potentially answers the question of how quickly they cut.
应用介绍
Key takeaways
•
The ECB seems to have opened the door to back to back cuts. This potentially
answers the question of how quickly they cut.
•
How far remains the more interesting question. Our answer: further than consensus
expects and markets are pricing.
•
We think 2% is an overly optimistic estimate of neutral. And there are risks scenarios
where rates go below neutral.
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