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European Central Bank Policy: QE Infinity
Delaying the ECB’s Liftoff
Longer-Term Risks Complicate ECB
Eurozone Outlook: When Secular Turns Cyclical
The ECB’s Longer-Term Challenges
ECB Preview: Expect Emphasis on Forward Guidance, Continued Tapering
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ECB Preview: Expect Emphasis on Forward Guidance, Continued Tapering

Our central expectation for the European Central Bank (ECB) meeting on 26 October is for the Governing Council to extend asset purchases by nine months at €30 billion per month to September 2018, without yet committing to a specific end date, while strengthening its commitment to keep policy rates and the balance sheet unchanged when asset purchases end next year.

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Europe’s Long-Term Economic Outlook: Better Now, Challenges Ahead
ECB Policy: Are Markets Overreacting to Draghi?
A Fortuitous Coincidence for the ECB
The Case for ECB Tapering
ECB Policy: 1% Is the New 2%
ECB Preview: The Right Dose of QE
Summer Is Over
ECB Preview: More Easing Expected In December
Macro Matters: Central Banks Keep Nourishing the Global Money Glut
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