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RBC Capital Markets

European Economics and Rates Strategy

Finvaulta tracks 4 editions of European Economics and Rates Strategy from RBC Capital Markets, published between June 2, 2026 and June 12, 2026. Each edition is summarized on its own page.

Latest edition · June 12, 2026

European Economics and Rates Strategy-2026-06-12

RBC's daily commentary highlights the ECB's hawkish rate hike to 2.25% and potential for further tightening. It also analyzes UK economic data and the political impact of the upcoming Makerfield by-election.

Following the ECB's hike to 2.25%, RBC strategists identify a hawkish shift in central bank projections, recommending shorting September Euribor straddles. The report notes UK GDP contraction for April tied to Middle East tensions, while emphasizing the significance of the Makerfield by-election for the future of the UK Labour Party leadership.

Read the latest edition in full

Key takeaways from the latest edition

  • 1.The ECB raised its deposit rate to 2.25% and signaled hawkish projections, leading RBC to recommend selling September Euribor straddles.
  • 2.UK economic output fell 0.1% in April, largely driven by service sector contractions linked to Middle East conflict-related event cancellations.
  • 3.The Makerfield by-election is viewed as a high-stakes event for UK politics with potential leadership implications for the Labour Party.

What this series covers

  • Overnight news
  • Data and events
  • June ECB review – We’re not at target anymore – more hikes are coming!
  • What to Watch For: The Week Ahead in Europe

Edition archive

Series at a glance

Editions tracked
4
First edition
June 2, 2026
Latest edition
June 12, 2026
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