國際貨幣基金組織：將歐元區2026年GDP預測從4月份的1.1%下調至0.9%。

Capital.com analyst Daniela Hathorn said the ECB delivered a widely expected 25 bps rate hike but its policy statement highlighted a tension between persistently high inflation and slowing growth. The bank raised inflation forecasts while cutting GDP growth projections for this year and next. Hathorn said inflation remains too high to ignore, yet growth is too weak, leaving the ECB to balance the risks of acting too late against being overly aggressive.

The ECB on Thursday raised rates by 25bp to curb rising inf, its first hike since September 2023. Euro-area inf accelerated to 3.2% in May amid the Iran war, prompting the move. CITIGROUP analyst Arnaud Mares said: "The real focus of this week's meeting is that communication may reveal future policy direction." He expects another ECB hike at the July meeting. Traders view the ECB action as a cue for U.S. policy; market-implied odds of at least one Fed hike by year-end are about 66%.