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ECB Sees US Tariffs on China Driving Down Euro Area Inflation, Blog Suggests

ECB Sees US Tariffs on China Driving Down Euro Area Inflation, Blog Suggests

By David Barwick – FRANKFURT (Econostream) – The imposition of tariffs on Chinese imports entering the US could exert mild disinflationary pressure on the euro area by 2026, according to a new European Central Bank blog post published Wednesday analysing trade diversion dynamics and inflation pass-through.

30 July 2025
ECB Insight: Doves on the Defensive as ECB Sentiment Shifts

ECB Insight: Doves on the Defensive as ECB Sentiment Shifts

By David Barwick – FRANKFURT (Econostream) – In contrast to comments of European Central Bank Governing Council member Mārtiņš Kazāks published earlier Friday, subsequent interventions today by his French and Finnish counterparts – François Villeroy de Galhau and Olli Rehn – added little new insight into the current ECB policy outlook.

25 July 2025
ECB Insight: From Dovish to Doubtful – Kazāks Clouds September Outlook Further

ECB Insight: From Dovish to Doubtful – Kazāks Clouds September Outlook Further

By David Barwick – FRANKFURT (Econostream) – In our 6 June interview , European Central Bank Governing Council member Mārtiņš Kazāks appeared to envisage not just one, but at least two more rate cuts. His comments today make clear that this is no longer the case, and strongly support scepticism that there will be further easing seven weeks from now.

25 July 2025