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ECB Holds Rates at 2% and Sticks to Data-Dependent Path

Lagarde signaled a meeting-by-meeting approach with inflation near target.

Overview

  • The Governing Council left policy unchanged for a third straight meeting, following holds on July 24 and September 11.
  • Latest readings show eurozone inflation at 2.2%, third-quarter GDP growth of 0.2%, and unemployment at 6.3%.
  • Lagarde cited resilient labor markets, solid private-sector balance sheets and the effects of earlier rate cuts as supports for activity.
  • Markets widely anticipated the hold, while some analysts continue to call for a 25 basis point cut to bolster recovery.
  • Declining energy prices and unresolved global trade frictions—despite tentative progress at the U.S.–China summit in Seoul—were flagged as downside risks that could steer policy toward easing later.