5 institutions have written about this across 8 indexed reports, producing 13 extracted views. The claims below are quoted from those reports; each links to the report it came from and to the asset it concerns.
Danske Bank has revised up its euro area growth forecasts for 2026 and 2027, citing stronger manufacturing, AI-related demand, and fiscal stimulus. Inflation remains energy-driven, and the ECB is expected to hike once more in September to a deposit rate of…
Westpac IQ balances growth and inflation risks in Australia and globally, noting resilient consumer but soft demand, RBNZ tightening path, and US Fed's cautious stance with potential hikes if inflation persists.
The eurozone economy remains resilient despite the energy shock, with moderate growth expected. The ECB is likely to raise rates in September, and further hikes are possible. Risks include inflationary pressures and French fiscal concerns.
ING Research challenges market expectations of three Bank of England rate hikes, arguing that a weak UK jobs market and cooling core inflation will instead lead to at least one rate cut by September 2027, likely in April 2027. Despite solid H1 growth, ING…
Westpac IQ's September 2026 report highlights persistent high energy prices due to the US-Iran conflict, pushing goods inflation higher without significant second-round effects, and a tightening bias among central banks. Australian GDP grew 0.4% qtr in Q2 but…
Canada's merchandise trade surplus narrowed significantly to $769 million in July from a revised $4.2 billion in June, as exports fell 2.3% (led by lower precious metals and energy shipments) and imports rose 2.2% (record motor vehicle imports). The pullback…
Amundi expects France's GDP to grow modestly at 0.6% in 2026 and around 1.0% in 2027, with inflation easing to 1.7% by Q4 2027. The fiscal position is under scrutiny, with debt at 118% of GDP and a deficit of 5.1%. The 2027 budget is pivotal; credible…
ING Think's report assesses the Eurozone and UK economic outlook six months into the Iran War, arguing that inflation has remained contained and that markets have overpriced additional rate hikes. It expects the ECB to hike once in September but sees further…