It is unclear how much information we will get from the ECB next week with respect to the upcoming Asset Quality Review (AQR), with a specific communication expected around 23 October. Our best guess is that we will know more about the timing of the Balance Sheet Assessment (expected to be conducted…
The rest is here:
Europe Week Ahead: ECB AQR, -BLS, German Ifo, EZ PMI, -M3, UK MPC Minutes, -GDP
