Global EconomyIMPORTANTOctober 6 at 03:04 AM

ECB's Lane (interview from Oct 1st) says there have not yet been “very strong” second-round effects and the degree of pass-through into broader inflation remains uncertain

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The October 6 item reports Lane’s October 1 comments on energy-driven inflation risks, uncertain pass-through, AI support for the economy, and differing fiscal support across years.

News detail

RATES The main driver of the interest rate decision has been the inflation implications of the energy shock. AI AI is supporting the economy. FISCAL The degree of fiscal policy support for the economy in 2027 and 2028 will differ from 2026.

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ECB's Lane (interview from Oct 1st) says there have not yet been “very strong” second-round effects and the degree of pass-through into broader inflation remains uncertain

News detail

What do investors think?

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