|2023/03/16 / Erste Group Research|
EZB schreitet vorsichtiger voran
Wir erwartet, beschloss der EZB-Rat bei der heutigen Sitzung eine Anhebung der Leitzinsen um 50 Basispunkte (Bp). Für die weitere Vorgangsweise gab es keine Festlegung. Die Inflationsprognosen wurden vor allem für die Jahre 2023 und 2024 gesenkt. Wobei hervor gehoben wurde, dass die Prognosen vor den jüngsten Marktturbulenzen erstellt wurden und dementsprechend einen höheren Unsicherheitsgrad aufweisen. Auch auf Basis der neuen niedrigeren Prognosen sieht der EZB-Rat die Inflation weiterhin „als zu hoch für zu lange“, was ein klarer Hinweis auf weitere Zinserhöhungen ist.
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|Author||Erste Group Research|
|Product name||Short Notes Hauptmärkte|
|Topic in focus||Macro/ Fixed income|
|Economy in focus||Eurozone|
|Currency in focus||Euro|
|Sector in focus||-|
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