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ECB Governing Council Press Conference - 30 October 2025

HINWEIS: VIDEOAUSSCHNITTE ZUR ZINSENTSCHEIDUNG/-PROGNOSE 37:00 I Inflationüberschießen/-unterschießen, es gibt unterschiedliche Meinungen von EZB-Governors über Risiken in beide Richtungen, wie beurteilt das EZB-Präsidentin Lagarde

ECB Governing Council Press Conference - 30 October 2025

Fed Interest Rate Decision: Quarter-Point Cut at October Meeting (29.10.2025)

Federal Reserve Chair Jerome Powell cautioned investors against assuming the US central bank would follow its second straight interest-rate cut with another in December.

Fed Interest Rate Decision: Quarter-Point Cut at October Meeting (29.10.2025)

Fed to End Balance Sheet Runoff Dec. 1 Amid Rising Funding Costs (29.10.2025)

The Federal Reserve on Wednesday said it will stop shrinking its Treasury holdings beginning Dec. 1, ending a three-year long effort after stress signals in money markets intensified in recent days.

Fed to End Balance Sheet Runoff Dec. 1 Amid Rising Funding Costs (29.10.2025)

Nvidia CEO Downplays AI Bubble Fears as He Enlists New Partners (28.10.2025)

Nvidia Corp. Chief Executive Officer Jensen Huang announced a flurry of new partnerships and dismissed concerns about an AI bubble, saying the company’s latest chips are on track to generate half a trillion dollars in revenue.

Nvidia CEO Downplays AI Bubble Fears as He Enlists New Partners (28.10.2025)

UN Sees World’s Emissions Falling 10% by 2035, Far Short of 60% Goal (28.10.2025)

The pace of emissions reductions is “still not nearly fast enough,” according to UNFCCC’s Stiel.

UN Sees World’s Emissions Falling 10% by 2035, Far Short of 60% Goal (28.10.2025)

Euro Zone to Get Hard Data on Tariff Damage as ECB Sets Rates (27.10.2025)

Europe will get a rigorous economic health-check this week, helping gauge the impact of US tariffs on growth and inflation as policymakers convene to set interest rates.

Euro Zone to Get Hard Data on Tariff Damage as ECB Sets Rates (27.10.2025)

Ifo-Chef: Deutschlands Wirtschaft „im Niedergang“ (26.10.2025)

LEITARTIKEL#1.3 - Ifo-Chef: Deutschlands Wirtschaft „im Niedergang“ (26.10.2025)

Dabei verwies er auf eine neue Ifo-Studie, die zeige, dass der Staatskonsum seit 2015 um gut 25 Prozent gestiegen ist, während die Firmeninvestitionen wieder auf das Niveau von 2015 zurückgefallen sind.

„Deutschlands Wohlstand akut in Gefahr. Denn weniger private Investitionen bedeuten mittelfristig weniger Wachstum, weniger Steuereinnahmen und damit auch weniger Geld für staatliche Leistungen.“

LEITARTIKEL#1.3 - Ifo-Chef: Deutschlands Wirtschaft „im Niedergang“ (26.10.2025)

FED-Zinsentscheid 29.10.2025 I Notizen MES.pdf

Fom cpresconf20251029

FOMCpresconf20251029

FOMC Press Conference, October 29, 2025

HINWEIS: VIDEOAUSSCHNITTE ZUR ZINSENTSCHEIDUNG/-PROGNOSE 07:55 Ist Powell besorgt, dass Märkte mit einer Zinssenkung im Dezember rechnen? Kommt jetzt wieder die Zeit des Abwartens vor dem nächsten Zinsschritt? 13:58 Was wenn der Arbeitsmarkt-Downturn abschwächt, wie geht es dann mit dem Zins weiter? Was wenn der Stand des Arbeitsmarkts aufgrund des aktuellen US-Government-Shutdown nicht wirklich festgestellt werden kann, welchen Einfluss hat dies auf die Dezember-Zinsentscheidung? 38:08 Hat Powell Bedenken, dass Aktienmärkte aktuell überbewertet sind bzw. nahe zu diesem Punkt sind?

FOMC Press Conference, October 29, 2025

Aging Germany Needs Immigrants, Bundesbank Chief Nagel Says (20.10.2025)

Germany needs immigrants to maintain economic momentum and make up for demographic decline, according to Bundesbank President Joachim Nagel.

Aging Germany Needs Immigrants, Bundesbank Chief Nagel Says (20.10.2025)

Germany’s Merz Leans Into Far-Right Messaging to Counter AfD (20.10.2025)

Chancellor Friedrich Merz doubled down on controversial remarks made last week that suggested Germany has too many migrants, as the conservative politician seeks to regain the initiative over the far right.

Germany’s Merz Leans Into Far-Right Messaging to Counter AfD (20.10.2025)

Powell Has Backing for 2025 Rate Cuts and Then Things Get Cloudy (17.10.2025)

The Federal Reserve is ready to cut interest rates again this month, because right now a weakening job market outweighs inflation fears. But that balance may not hold for very long.

Powell Has Backing for 2025 Rate Cuts and Then Things Get Cloudy (17.10.2025)

ECB’s Kocher Sees Equal Chance for Cut or Hike as Next Rate Move (17.10.2025)

European Central Bank Governing Council member Martin Kocher sees an equal chance for lowering or raising interest rates as the next move, while for the time being it’s reasonable to keep borrowing costs unchanged.

ECB’s Kocher Sees Equal Chance for Cut or Hike as Next Rate Move (17.10.2025)

ECB’s Schnabel Says Euro’s Role Strong, Should Be Strengthened (20.10.2025)

European Central Bank Executive Board member Isabel Schnabel reiterated that the international role of the euro should be enhanced.

ECB’s Schnabel Says Euro’s Role Strong, Should Be Strengthened (20.10.2025)

Highest US Tariffs Since 1930s Are Redrawing Global Trade Map (14.10.2025)

America’s trading partners are rushing to seal new trade deals to blunt the hit from Trump’s protectionism.

Highest US Tariffs Since 1930s Are Redrawing Global Trade Map (14.10.2025)

ECB’s Next Move More Likely to Be Cut Than Hike, Villeroy Says (14.10.2025)

The European Central Bank is more likely to lower interest rates than raise them as its next move, according to Governing Council member Francois Villeroy de Galhau.

ECB’s Next Move More Likely to Be Cut Than Hike, Villeroy Says (14.10.2025)

Powell Signals Another Cut as Weak Hiring Pressures Unemployment (14.10.2025)

Federal Reserve Chair Jerome Powell signaled the US central bank is on track to deliver another quarter-point interest-rate cut later this month, even as a government shutdown significantly reduces its read on the economy.

Powell Signals Another Cut as Weak Hiring Pressures Unemployment (14.10.2025)

KEYTOPIC#3 - Global Public Debt Set to Top Post-WWII Levels by 2029, IMF Says (15.10.2025)

The International Monetary Fund said that global public debt is on track to exceed 100% of GDP by the end of this decade, its highest level since 1948, in the aftermath of World War II.

There’s a risk that global debt could reach to 123% of GDP in 2029, according to the fund.

KEYTOPIC#3 - Global Public Debt Set to Top Post-WWII Levels by 2029, IMF Says (15.10.2025)

Europe Aims For AI Independence to Avoid Reliance on US and China (14.10.2025)

In June, French president Emmanuel Macron held an exclusive dinner at the Élysée Palace with a special guest: Nvidia’s Jensen Huang. Wine glasses clinked in honor of a deal his company had just unveiled with Mistral, the leading French artificial intelligence startup, to develop France’s largest data centers.

Europe Aims For AI Independence to Avoid Reliance on US and China (14.10.2025)

ECB’s Makhlouf Says Inflation Above 2% Is Bigger Risk Than Below That Threshold (15.10.2025)

European Central Bank Governing Council member Gabriel Makhlouf dismissed concerns about inflation dropping below the 2% target, saying he’s actually more worried that it will come in above that threshold.

#ECB I EUROZONE

ECB’s Makhlouf Says Inflation Above 2% Is Bigger Risk Than Below That Threshold (15.10.2025)

EU Lawmakers Agree to Drastically Curtail ESG Directives (13.10.2025)

European Union lawmakers agreed to move ahead with major cuts to a set of sustainability directives, after intense pressure from the bloc’s biggest member states.

EU Lawmakers Agree to Drastically Curtail ESG Directives (13.10.2025)

European Union lawmakers agreed to move ahead with major cuts to a set of sustainability directives, after intense pressure from the bloc’s biggest member states.

EU Lawmakers Agree to Drastically Curtail ESG Directives (13.10.2025)

Debt Investors Grow Warier of Companies Getting Hit By AI (10.10.2025)

Debt investors are growing more concerned about companies that are at risk of becoming obsolete because of artificial intelligence, making it harder for some corporations to raise money.

Debt Investors Grow Warier of Companies Getting Hit By AI (10.10.2025)

Soaring AI Valuations Spur Market Correction Risk, BOE Says (08.10.2025)

Stretched valuations for artificial intelligence companies and challenges to the Federal Reserve’s independence have fuelled the risks of a “sharp market correction,” the Bank of England said on Wednesday, in its strongest warnings yet.

Soaring AI Valuations Spur Market Correction Risk, BOE Says (08.10.2025)

Germany Sees Growth Accelerating in More Optimistic Forecasts (08.10.2025)

Germany will eke out meager expansion of 0.2% this year before growth strengthens to 1.3% in 2026 supported by tens of billions of euros in fiscal stimulus, according to revised government projections.

Germany Sees Growth Accelerating in More Optimistic Forecasts (08.10.2025)

JPMorgan’s Dimon Says AI Cost Savings Now Matching Money Spent (07.10.2025)

Jamie Dimon said JPMorgan Chase & Co. spends $2 billion a year on developing artificial intelligence technology, and saves about the same amount annually from the investment.

JPMorgan’s Dimon Says AI Cost Savings Now Matching Money Spent (07.10.2025)

Fed Minutes Show Caution Over Rate Cuts Amid Inflation Worries (08.10.2025)

Federal Reserve officials showed a willingness to lower interest rates further this year, but many expressed caution driven by concerns over inflation at their policy gathering last month.

Fed Minutes Show Caution Over Rate Cuts Amid Inflation Worries (08.10.2025)