Pantheon Macroeconomics

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21st Apr 2023 14:52Eurozone, Daily Monitor

  • We still see an ECB terminal rate at 3.50%, with an upside risk to 3.75%; rate cuts will come next year.
  • Our forecasts imply that the two-year yield on Schatz has peaked, offering good value for investors.
  • We think bund yields will remain sticky, in line with core inflation close to 2% through 2024 and 2025.

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Keywords for: 25 Apr 2023 Eurozone Monitor

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