Antje Schiffler

The European Central Bank held rates steady for a seventh consecutive time as fresh inflation and growth data point to rising stagflation risks in the eurozone.

Preliminary inflation rose in April on higher energy prices, in line with economists’ forecasts, while core inflation surprised to the downside.

Markets are pricing in interest rate hikes later this year as inflation rises above target on higher energy costs.

Surging oil and gas prices are forcing investors to rethink the outlook for eurozone inflation and European Central Bank policy.

Markets have scaled back rate increase expectations, but they still expect tightening to battle energy-driven inflation.

From low gas storage to rising LNG competition, Europe faces renewed vulnerabilities as the conflict in the Middle East drives energy costs—and inflation—higher.

Preliminary inflation jumps in March, below economists’ forecasts but well above ECB’s 2% target, as high energy risks make rate hikes more likely.

Preliminary inflation figures for March are expected to rise above the ECB’s target as energy prices surge.

The European Central Bank kept its rate-cutting cycle on hold and raised its 2026 inflation forecast to 2.6% from 1.9%.

A stronger currency and rising energy prices are pulling Switzerland inflation in opposite directions.

The Iran war has pushed oil prices back into the spotlight, driving fresh flows into energy ETFs and commodity funds.

Surging oil and gas prices are forcing investors to rethink the outlook for eurozone inflation and European Central Bank policy.

The European Central Bank paused its rate cutting cycle for the fifth consecutive time, with eurozone inflation seen as under control despite downside risks.

Inflation now below target, but ECB unlikely to lower interest rates on Feb. 5

From economic growth and stock valuations to energy prices and AI-driven demand, these five charts highlight the trends investors need to follow in Europe this year.

Cooling price pressures across the eurozone bring inflation back to the ECB’s target.

After a record year for gold, fund manager Joachim Berlenbach explains the drivers of the 2025 rally and the outlook for 2026.

Inflation is expected to remain close to target for the final month of 2025, meaning the ECB is unlikely to change interest rates any time soon.

Allianz Global Investors’ Christoph Berger says European companies could outperform as AI transforms traditional industry and infrastructure.

Eurozone growth and inflation forecasts for 2026 will be key to the December meeting.

At 2.2%, overall inflation in November came in higher than in October and slightly above expectations, while core inflation was unchanged and in line with forecasts.

Inflation is expected to remain close to target, meaning the ECB is unlikely to change interest rates.

European Union-backed bonds have grown into a rising asset class with global demand.

What to expect in December and 2026.

The European Central Bank paused its rate cutting for the third consecutive time.