Galaxy Securities: Lessons in Asset Allocation from Europe in the Era of Low Interest Rates.
China Galaxy Securities published a research report stating that during the eurozone's low interest rate and low inflation period, the performance of Assets shows the characteristic of "Stocks > Bonds > Euro."
ECB Council Member: The unexpected strengthening of the euro has weighed on inflation, and it's difficult to assess the impact of tariffs.
European Central Bank Governing Council member Jose Luis Escriva stated that the euro and energy prices have been dragging down consumer price growth, while the impact of U.S. tariffs is more difficult to assess.
Is the European Central Bank preparing to 'release liquidity'? The vice president stated that the inflation target is about to be achieved.
① The Vice President of the European Central Bank, Luis de Guindos, stated that the strengthening of the euro and the decline in energy costs will drive inflation down in the eurozone, approaching the 2% inflation target; ② The European Commission predicts that this year's consumer price increase will reach 2.1% and may drop to 1.7% by 2026, prompting the European Central Bank to adjust its economic growth forecast.
Eurozone Inflation for May Is Likely at 2%, Says UBS
Ifo: German Businesses Continue to Face Order Shortage in April
Spike in Policy Uncertainty Threatens Financial Stability, ECB Says -- 2nd Update