Joachim Nagel headshot
  • ECB's job not yet done, bank must be bold and decisive
  • Inflation projections contain upside risks, wages may rise more strongly than assumed
  • Bank sector resilient, contagion risks to eurozone banks low
  • Expansionary fiscal measures risk fuelling inflation further

These are a handful of comments that could blow up in his face in short order. The ECB appears to be emboldened by the seeming success of the 50 bps hike. I wonder if the Fed is going to arrive at the same conclusion and start to put 6% rates back on the table.

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