MONETARY AFFAIRS

Preview: ECB to Push Back Against Market Expectation of Early Rate Cuts

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

23 January 2024

In this paper we discuss:

  1. Our assessment of the Eurozone economy;
  2. What we expect the ECB to do in January and in coming months;
  3. How macroeconomic conditions evolved compared to December's Staff Macroeconomic Projections;
  4. The market implications of the above.

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Download PDF: ECB Preview - January 2024

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