Investment Insights

Talking Heads – What’s next for eurozone government bonds?

Informações:

Sinopsis

Resilient domestic demand and record-high profit margins at cash-rich companies have helped shield the eurozone economy from much of the effect of higher interest rates. However, the full impact is likely to be felt in 2024. A slowdown could lead to a larger-than-expected deceleration in price pressures, potentially setting up the European Central Bank for rate cuts in the second half of 2024.