Efter en langsom start sætter EU-landene nu skub i kampen mod corona-virus, og det sker på regeringsniveau og hos Den europæiske Centralbank, ECB, i dag.
Uddrag fra BNP Paribas:
- Following a relatively slow start, the reaction to the virus outbreak from European policymakers has changed gear.
- In our view, the UK’s response provides a template of coordinated, swift and reasonably aggressive action.
- Promising in this respect, we think, are plans reportedly under discussion for EU guarantees for corporate loans provided by the EIB jointly with large banks.
- We continue to expect a three-part package of measures from the ECB on Thursday (liquidity provision, depo-rate cut and increased asset purchases), but we now see the balance of risks as skewed towards a stronger rather than a more cautious response.
- Whatever the ECB announces, we believe it will be crucial for Christine Lagarde to signal that the central bank will do whatever it takes to limit the second-round effects of the coronavirus crisis.
