-There is good news about inflation recently.
- Sooner or later this will be reflected in monetary policy.
- Optimistic about inflation dynamics even with regard to core inflation.
The Red Sea crisis is unlikely to affect interest rates.
ECB member Centeno also said we should start cutting interest rates sooner rather than later.
- Inflation is constantly decreasing.
- Almost all the factors that led to the rise in prices have dissipated.
- You should start cutting interest rates sooner rather than later, but avoid sudden moves.
- There is no need to wait for May wage data to make interest rate decisions.
- There are no clear effects of the second round of wage increases.
This will only fuel market hopes for an interest rate cut next April which the markets are now pricing in at 98%.
