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  • Macro economy

The Week Ahead - 27 - 31 January 2025

These are the Key Macro Events for the upcoming week.

Jan-Paul van de KerkeRogier QuaedvliegBill DivineyAggie van HuisselingArjen van Dijkhuizen(+4)
Article tags:
  • Macro economy

ECB Preview - Tariffs could trigger deeper ECB rate cuts

The ECB will almost certainly cut its key policy rates by another 25bp at the January Governing Council meeting next week Thursday. This will take the deposit rate to 2.75% from 3.00% currently. This is fully priced in by financial markets and is also the overwhelming consensus of analysts.

Jan-Paul van de KerkeBill DivineyNick Kounis(+2)
Article tags:
  • Macro economy

China - Beijing prepares for a (delayed) US tariff snakebite

Recent data show the economy enters 2025 stronger, amid Beijing’s policy pivot and trade frontloading. The recovery keeps showing large imbalances, with the supply side still stronger than the demand side. Beijing prepares for more stimulus to stabilise property/demand, partly to offset impact from US tariffs.

Arjen van Dijkhuizen
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Group Economics writes on a daily basis about macro economic developments. Our economists monitor interest rate and currency developments, sustainability, the economies of the United States, the Eurozone, China and emerging markets.
Group Economics

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