Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence
ECB Monetary Tightening and Europe's Fiscal Trap: What 2026-2028 Holds
Episode ECB Monetary Tightening and Europe's Fiscal Trap: What 2026-2028 Holds
The ECB has entered a grey zone where monetary tightening against European structural inflation risks triggering a sovereign fiscal crisis. With the deposit rate expected at 2.50% by September 2026 and risks toward 3.00%, the divergence between apparent growth and implicit solvency emerges in 2026-2028. France is the primary vulnerability. A regime change that current models struggle to price.
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