ECB leaves its deposit rate unchanged at 2.25% on 23 July 2026
Hit
✦ AI-generated prediction
Published on 17. July 2026
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Predicted for 23. July 2026
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Based on: Historical Cycle
The ECB Governing Council meets July 22–23, 2026. Polymarket and Kalshi each assign 88–90% probability to 'no rate change.' The ECB had just raised rates by 25bp to 2.25% on June 11, 2026. Eurozone inflation stood at 2.8% in June, near the target but above it. Money markets price two further hikes to 2.75% by December 2026, with the September meeting as the next live decision. The 10Y Bund yield at 3.09% (July 15) reflects this hawkish outlook — a July pause is fully priced in.
Data basis for this prediction
- Polymarket: EZB Juli 2026 – kein Zinsschritt 88 %; Kalshi: 90 % (Stand 17. Juli 2026)
- EZB-Einlagensatz seit 11. Juni 2026: 2,25 % (+25 BP) (ECB Pressemitteilung ecb.mp260611)
- 10-J.-Bund-Rendite: 3,09–3,10 % am 15. Juli 2026; Geldmärkte preisen 2,70 % bis Dez. 2026 (TradingEconomics, 15. Juli 2026)
- Eurozone HVPI Juni 2026: 2,8 % YoY (Eurostat, 17. Juli 2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
[Vorzeitig entschieden] EZB belässt Einlagensatz am 23. Juli 2026 bei 2,25% – Entscheidung um 13:45 Uhr MEZ bestätigt. Quelle: financecalendar.com, mezha.net
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
Bitcoin at $78,136 (September 9, 2026). Kalshi markets assign ~83% probability of BTC touching $100,000 at any point in 2026. Polymarket gives BTC 68% odds to close above $90,000 by year-end. A year-end close above $100,000 (not just a touch) is more demanding: median year-end contract estimates imply ~$81,000. Arguments for >$100k close: historical Q4 seasonality (+49% in Q4 2024, +56% in Q4 2023), ETF inflows, institutional demand. Headwinds: active Fed hiking cycle (~3.75% current funds rate), 10yr yield at 4.86%.