All NewsEducationTV
Equities & FundsCrypto & Digital AssetsAI & TechnologyBusiness & CorporateUS Politics & PolicyGeopolitics & Global RiskMacro, Rates & FXCommodities & EnergyEuropean Politics & MarketsAsia-PacificReal Estate & Property
Story archiveAll categories
← All Stories

ECB's Kazimir: September rate hike likely needed even if outlook improves

Created at 27 Jul · 8:03 AM1 source↑ Market-relevant
IN SHORT

European Central Bank Governing Council member Peter Kazimir stated that at least one more rate hike is likely necessary to combat inflation, even if the economic outlook improves. He emphasized the need for preemptive action before inflation becomes entrenched.

✉Newsletter

PiQ Daily

Pick your topics. Get only what matters, on your cadence.

Who's Involved

Peter Kazimir
Slovak central bank chief and ECB Governing Council member
European Central Bank
central bank that may need to raise interest rates

↳ Why This Matters

The comments from Peter Kazimir signal a continued hawkish bias within the European Central Bank, suggesting that interest rates are likely to rise further to combat persistent inflation, which could impact borrowing costs and economic growth across the Eurozone.

Key facts

  • ECB Governing Council member Peter Kazimir believes at least one more rate hike is necessary.
  • Kazimir advocates for a rate hike in September, even if the economic outlook improves.
  • He stressed the importance of preemptive action against inflation before it becomes costly to reverse.
  • Kazimir indicated that further tightening might be required if price pressures intensify.
  • He stated that the ECB should maintain market expectations by signaling its intentions clearly.

Peter Kazimir, a member of the European Central Bank's Governing Council and the Slovak central bank chief, has indicated that the ECB will likely need to implement at least one more interest rate hike to curb inflation. He expressed this view in an opinion piece, suggesting that such a move is warranted even if the economic outlook shows some improvement.

Kazimir, known for his hawkish stance, stated that significant economic data and geopolitical developments in the coming weeks would be necessary for him to reconsider advocating for a rate hike at the September meeting. He emphasized the ECB's mandate to act preemptively against inflation, warning that waiting until inflationary pressures are fully visible could be costly to reverse.

While the ECB held rates steady in its last meeting, it signaled a potential hike in September, partly due to rising oil and gas prices amid renewed Middle East conflict. Financial markets currently anticipate at least two further rate increases from the ECB, with the first fully priced in by October and a second by March. Kazimir noted that these market expectations are volatile and influenced by oil prices, which are currently fluctuating between the ECB's baseline and milder scenarios.

He concluded by stating that if the situation escalates and price pressures become more persistent, the ECB would need to tighten policy more than currently expected in the coming quarters. Kazimir also stressed the importance of maintaining market predictability, stating that the ECB should not surprise markets in September, similar to its approach in July.

Frequently asked questions

Peter Kazimir believes at least one more rate hike is likely needed to contain inflation, even if the economic outlook improves. He advocates for preemptive action before inflation becomes entrenched.

Kazimir suggested a rate hike might be needed at the ECB's next meeting in September. Financial markets are pricing in at least two more hikes, with the first by October and a second by March.

Kazimir stated that escalating price pressures and more persistent inflation, potentially driven by geopolitical developments and rising oil prices, could necessitate further tightening beyond current expectations.

What Happens Next

01ECB's next policy meeting is scheduled for September.

Get the newsletter.

Pick the topics you actually care about. We'll email when there's news worth your time, on the cadence you choose. Cancel any time from your account.

Cadence
CME Headlines
  • 2-Year Treasury Note futures rose as yields fell across curve.
    24 Jul · 9:20 PM
  • 2-Year Treasury Note futures rose as yields fell across curve.
    24 Jul · 9:20 PM
  • Japanese Yen futures hit 40-year lows ahead of BOJ meeting.
    24 Jul · 9:00 PM

How It Developed

Peter Kazimir stated at least one more rate hike will be needed.
Kazimir indicated that a September rate hike is warranted even if the situation improves.
He added that convincing economic data and geopolitical developments are needed to avoid advocating for a September move.
Kazimir stressed the need for policymakers to act preemptively against inflation.
He noted that if price pressures escalate, more tightening than currently expected will be needed.
Kazimir said the ECB should not surprise markets in September after not surprising them in July.

Sources

T1
ECB's Kazimir: September rate hike likely needed even if outlook improvesReuters

Related Stories

Take Five: Crude oil prices, central banks and tariffs dominate market focus
27 Jul · 7:53 AM
Bank of Japan Signals Potential Rate Hikes Amid Inflationary Pressures
27 Jul · 12:08 AM
RBI to hold rates through 2026 as growth risks outweigh inflation
27 Jul · 5:10 AM
Singapore tightens monetary policy for second time in 3 months
27 Jul · 5:20 AM
El Niño Threatens Emerging Markets With Inflation, Slower Growth
27 Jul · 6:17 AM