Sara Silano

The European Central Bank increased rates for the first time since 2023 and now sees inflation hitting 3% in 2026.

After inflation jumped in May, economists and traders widely expect a rate hike on Thursday, while the central bank’s new inflation forecast is in focus.

Eurozone inflation is forecast to increase further, which may prompt the ECB to act at its June meeting.

Inflation-linked bonds can insulate a portfolio from avoidable losses as inflation threatens to creep even higher due to the Iran war.

The crisis in the Middle East has radically changed interest rate expectations, driving down bond prices, but the market may have misjudged the ECB’s future moves.

Markets are reassessing inflation, eurozone growth, and ECB policy as the Iran war pushes oil and gas prices higher.

Economists have updated their models to factor in the Middle East conflict.

Inflation remains below the ECB’s 2% target, but rising services prices and energy risks complicate the outlook.

Inflation is expected to come in below the ECB’s target, but the central bank isn’t expected to cut rates on March 19.

Bond yields have risen despite interest rate cuts and may no longer protect investors from market risks.

From Schroders to Morgan Stanley, leading fund managers reveal how they’re navigating high valuations and steady inflows into euro investment-grade credit.

The ECB also revised economic growth and inflation forecasts higher for 2026.

Being too optimistic about AI, misunderstanding private market risk and avoiding unpopular assets are potential traps.

Interest rates that are artificially low relative to inflation reduce the purchasing power of investors in government bonds.

Funds from Generali Investments, Robeco, and RBC BlueBay are among those with the lowest weighting to French government bonds.

While bond yields are more attractive than cash, the market will remain volatile due to geopolitical risks and concerns about the sustainability of public finances.

Headline inflation has come in above August’s reading, but the ECB easing cycle appears to be over for 2025.

Headline inflation is expected to have risen by 2.3% in September.

Funds from Nordea, Generali Investments, and Robeco among those with the highest weighting to Greek government bonds.

We review the largest euro government bond funds and ETFs—including Vanguard and Eurizon—and analyze how they’ve performed amid ECB policy shifts and global tariffs.

Political and fiscal uncertainties have made investors nervous about investing in long-term government bonds, but a spillover in stocks remains contained.

The Italian stock market has finally recouped losses suffered since the Global Financial Crisis.

Offerings from Amundi and Franklin Templeton stand out as top performers in this space.

The ECB has set much lower rates than the Fed; this could support stock and bond markets in Europe.

Consumer prices are expected to have risen by 1.9%, below the European Central Bank’s target.