Berenberg now expects the ECB deposit rate to reach 3% by mid-2029 (vs prev. view of 2028; vs the current 2.25%)

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Iranian foreign ministry spokesman Bagaei says Iran will use all its levers to ensure the other party fulfils its commitments, according to Nour News

The Lebanese President was "informed during the tripartite American-Qatari call that the Lebanese file is part of the American-Iranian negotiations", Al Jadeed reports

Berenberg now expects the ECB deposit rate to reach 3% by mid-2029 (vs prev. view of 2028; vs the current 2.25%)

IRGC says Iranian Supreme Leader Khamenei has permitted talks with the US, Al Hadath reports

A majority of Americans more likely to vote for midterm candidates who support lowering health costs, according to an Axios-Ipsos poll

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  • Says a temporary US-Iran agreement lowering energy costs could push Eurozone inflation below 2% in early 2027, potentially delaying ECB tightening until end-2028
  • Says that after that, demographic-driven labour-supply declines should lift wages and prompt renewed hiking 

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