Eurozone

Macro Markets

Morgan Stanley Scraps ECB Rate Cut Forecast as Middle East War Reignites Inflation Risks

Wall Street bank shifts to zero rate cuts through 2026 amid escalating Iran conflict, signaling deeper concerns about energy-driven price pressures in Europe.

9 min read ·
Macro Markets

ECB Holds Rates as Inflation Nears Target, Defying Fed Easing Cycle

Bank of France Governor Villeroy signals no immediate policy shift despite eurozone inflation climbing to 1.9%, widening monetary divergence with Washington.

7 min read ·
Geopolitics Macro

ECB’s Lane Warns Iran Conflict Could Trigger Eurozone Stagflation

Chief economist says prolonged Middle East war threatens substantial inflation spike and sharp output drop as oil prices surge 10% amid Strait of Hormuz disruption.

8 min read ·
Geopolitics Macro

Italy Hits Brussels Deficit Target as Growth Collapses

Rome's 3% budget milestone masks deeper fragility: anemic 0.4% GDP growth and 136% debt-to-GDP keep Meloni on tightrope with markets and EU oversight.

8 min read ·