Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content
European Investment Strategy
Global Fixed Income Strategy, Foreign Exchange Strategy
Strategy Insight

Germany Will Force The ECB’s Hand, Eventually

by Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation  
Euro
Germany

The ECB cut rates as expected, but rising yields and a stronger euro are tightening financial conditions just as fiscal policy shifts the macro landscape. With more rate cuts ahead and market positioning stretched, we outline the key risks, investment opportunities, and our updated call on the ECB’s terminal rate. Read our full report for actionable insights.

Interested in reading this report?

To access the full BCA Research report, request a complimentary copy

BCA Research | European Investment Strategy

Your exclusive gateway to European macro and market insights, now essential for investors eyeing Europe.

Read more

Topics

Euro
Germany

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.