ECB – Riviera Wealth Management

ECB — September 10, 2026: Inflation at 3.3% Signals the Return of Rate Hikes

The ECB meets September 10 with a 63.9% probability of a +0.25% rate hike. Eurozone inflation climbed back to 3.3% in August, forcing a complete portfolio rethink for bond investors.

septembre 9, 2026

German Recession: What Europe’s Industrial Collapse Means for Your Portfolio

Two consecutive quarters of GDP contraction, an ECB deadlocked between stagflation and fragmentation: how to reposition your European allocation amid the German recession of August 2026.

août 14, 2026

ECB July 23, 2026: Inflation Below 2% — Is the Tightening Cycle Over?

As eurozone inflation falls to 1.8% — below the 2% target for the first time since 2021 — the ECB meets on July 23 in an unprecedented context. A hold is certain, but Lagarde's press conference and the September question are dominating bond markets.

juillet 22, 2026

Strong Dollar in 2026: How Monetary Divergence Is Reshaping Portfolio Allocations

EUR/USD under pressure, record Fed/ECB rate differential — analysis of concrete implications for wealth management portfolios and allocation strategies facing the strong greenback in 2026.

juillet 6, 2026

Fixed-Maturity Bond Funds: Capturing Today’s High Rates Before the ECB Pivots

ECB at 2.25%, French OAT at 3.72% — fixed-maturity bond funds allow you to lock in today's high yields for 3 to 5 years. A complete guide for integrating them into your life insurance, PER or securities account.

juillet 4, 2026

Q2 2026 Review & Q3 Outlook: Europe Confirms, Tech Retreats

Q2 2026 review: Euro Stoxx 50 +5.8%, gold at ,380/oz, hawkish ECB. Our convictions and allocation for Q3.

juin 29, 2026

Bund at 3%, OAT at 3.75%: What the ECB’s June 11 Rate Hike Means for Your Bond Portfolio

Expertise Solutions Approach Regulation About Wealth Markets Contact Client Portal Become a Client FR / EN BONDS Bund at 3%, OAT at 3.75%: What the ECB’s June 11 Rate Hike Means for Your Bond Portfolio The ECB’s first rate hike since 2023 — anatomy of a rate shock and repositioning strategies for wealth management investors…

juin 15, 2026

Étiquette : ECB