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ECB’s Nagel says rates are right despite inflation dip

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European Central Bank policymaker and Bundesbank President Joachim Nagel said interest rates remain at appropriate levels despite a recent dip in euro zone inflation, signalling that the ECB is not yet ready to pivot toward aggressive monetary easing.

Nagel stressed that while headline inflation has moderated, underlying price pressures and wage dynamics still require close monitoring. He noted that the ECB’s current policy stance is calibrated to ensure inflation sustainably returns to the central bank’s medium term target, warning against premature assumptions that rate cuts are imminent.

His remarks come as markets increasingly speculate about the timing of future policy adjustments following weaker inflation readings across parts of the euro area. However, Nagel emphasised that monetary policy decisions would remain data dependent and guided by incoming economic indicators, including growth trends, labour market conditions and core inflation measures.

The ECB has kept borrowing costs elevated in recent months after a prolonged tightening cycle aimed at taming high inflation triggered by energy shocks and post pandemic demand pressures. Officials remain cautious, balancing signs of slowing price growth with concerns that inflation could prove more persistent than expected.

Investors are now watching upcoming economic data and future ECB communications for clearer signals on whether policymakers will maintain their current stance or begin gradually easing financial conditions later in the year.

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