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The ECB s Bank Lending Survey clearly shows contraction in credit supply and credit demand

Peter Goves (MFS Investment Management) | We believe ECB policy rates have likely peaked for this cycle. This argument is based on three pillars: growth

ECB announces decision to hike policy rates by 25bp

Peter Goves (MFS Investment) | Although the ECB didn’t quite explicitly say “we are at peak”, the change in guidance effectively points in that direction in

The ECB announced today its decision to hike policy rates by 25bp

Peter Goves (MFS Investment) | Although the ECB didn’t quite explicitly say “we are at peak”, the change in guidance effectively points in that direction in

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