Dec 15th
Societe Generale raises its ECB terminal rate forecast to 3.75% from 3% previously.
Dec 16th
Goldman Sachs: ECB to hike 50 BPS in February and March, 25 BPS in May. We see the Terminal Rate at 3.25% in May.
Traders raise ECB peak bets by 16 BPS and price 3.35% rate by September.
Jan 3rd
Traders price a peak ECB Rate of 3.55%, down 1 BPS from the prior close.
Jan 16th
ECB's de Cos: Significant interest-rate increases are expected to continue.
Jan 19th
ECB's Knot: The ECB are planning to hike by 50bps multiple times.
Jan 22nd
ECB's Knot: There won't be 25 BPS hikes at upcoming meetings, but they could occur in the 2H. I want two 50 BPS hikes at least.
