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Central Bank Focus

Europe: Steady ECB, But BoE Falling Behind The Curve

by Felix-Antoine Vezina-Poirier, Chief Strategist  

Stay long September 2026 Euribor futures and overweight UK gilts, as Europe could see reflationary cuts while the UK slowdown argues for deeper easing. The ECB left rates unchanged at 2% in a routine meeting and revised its growth and inflation forecasts…

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