External broker reports(aggregated public sources), ABN AMRO

ABN AMRO

External broker reports(aggregated public sources)

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Macroeconomics

<div><ul><li>The Governing Council will almost certainly keep its key policy rates on hold this week after a back-to-back rate cut was widely ruled out by officials.</li><li>Markets are also pricing in a negligible possibility of a move.</li><li>So the focus during Thursday's meeting will very much be on signalling for moves at upcoming meetings. </li></ul></div>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The Governing Council will almost certainly keep its key policy rates on hold this week after a back-to-back rate cut was widely ruled out by officials.Markets are also pricing in a negligible possibility of a move.So the focus during Thursday's meeting will very much be on signalling for moves at upcoming meetings. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

ECB to leave the door open for September rate cut

<div data-component-type="container"><ul><li>No guidance - The statement alongside the press conference remained very neutral and refrained from giving any kind of guidance on the next move.</li><li>It continued to signal that it ‘is not pre-committing to a particular rate path’ and that it will ‘continue to follow a data-dependent and meeting-by-meeting approach’.</li><li>During the press conference, President Christine Lagarde was stubborn in refraining from giving any explicit guidance on future rate moves.</li></ul></div>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

No guidance - The statement alongside the press conference remained very neutral and refrained from giving any kind of guidance on the next move.It continued to signal that it ‘is not pre-committing to a particular rate path’ and that it will ‘continue to follow a data-dependent and meeting-by-meeting approach’.During the press conference, President Christine Lagarde was stubborn in refraining from giving any explicit guidance on future rate moves.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>As investors show increasing interest in sustainability matters, there has been an increasing inflow of money towards funds that portray a sustainability focus</li><li>As a result, some funds have adopted sustainability-related terms in their names, as a way of promoting and attracting more attention</li><li>Although investors should consider more than a funds’ name when deciding in what to invest, the name of a fund acts as an efficient marketing tool</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

As investors show increasing interest in sustainability matters, there has been an increasing inflow of money towards funds that portray a sustainability focusAs a result, some funds have adopted sustainability-related terms in their names, as a way of promoting and attracting more attentionAlthough investors should consider more than a funds’ name when deciding in what to invest, the name of a fund acts as an efficient marketing toolContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

ESG - At least 16% of Article 8 and 9 funds currently in breach of the new ESMA guidelines

<ul><li>Given the sharp rise of interest rates since 2022, the cost of capital has become an important factor in the energy transition</li><li>Higher interest rates are adding to the forces slowing down the energy transition as they impact the profitability of the investments in renewable energy relatively hard</li><li>Capital expenditures for such investments represent a higher share relative to operating expenditures</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Given the sharp rise of interest rates since 2022, the cost of capital has become an important factor in the energy transitionHigher interest rates are adding to the forces slowing down the energy transition as they impact the profitability of the investments in renewable energy relatively hardCapital expenditures for such investments represent a higher share relative to operating expendituresContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

ESG Economist - The impact of a Green LTRO on the energy transition

<ul><li>Prices and transactions are increasing faster than expected: estimates revised upwards</li><li>Wage increases and decline in mortgage rates improve purchasing sentiment</li><li>New coalition mainly maintains course set by previous minister Hugo De Jonge</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Prices and transactions are increasing faster than expected: estimates revised upwardsWage increases and decline in mortgage rates improve purchasing sentimentNew coalition mainly maintains course set by previous minister Hugo De JongeContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Housing Market Picks Up, Making the House Sustainable More Expensive