As always, in this interest rate outlook, we present our expectations for both central banks, the ECB and the US Fed, as well as for the respective government bond markets in compact form.
“We have a policy that is somewhat restrictive, and we need to move to a more neutral stance over the next semester or so,” the Bank of Spain chief said in Davos on Thursday. Speaking on a ...
When the ECB meets next week ... Lagarde said that they didn't discuss the neutral rate level, which means they did not discuss the end point of this cutting cycle. She did, however, say that ...
That is, another 25bp cut in January. We still believe further cuts are likely to materialise in the subsequent meetings, as the ECB appears to be targeting a 2% to 2.25% neutral rate. However, the ...
BPCL’s reported 3QFY25 financial performance was largely in line with our expectations ... we reiterate our Neutral rating on the stock with a TP of INR310, valuing BPCL at 1.5x Dec’26E ...
Here’s What You Need To Remember: After the 2020 clashes which left at least 20 Indian soldiers dead, there was an outpouring of nationalistic sentiment on both ...
“We have a policy that is somewhat restrictive, and we need to move to a more neutral stance over the next semester or so,” the Bank of Spain chief said in Davos on Thursday. Speaking on a panel at ...
UBS analyst Ivar Billfalk-Kelly upgraded Trainline (TNLIF) to Buy from Neutral with a price target of 480 GBp, down from 490 GBp. The impact on Trainline’s revenue base from government ticketing ...
SONA BLW (SONACOMS) reported 3QFY25 operational performance in line with our estimates ... EPS appear expensive. Reiterate Neutral with a TP of INR580, premised on ~44x Dec’26E consol.