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Capital Economic Europe Economics Weekly: Rebound in energy prices not yet a major worry

10 Jul 2026 The rebound in energy prices following the breakdown in the US-Iran ceasefire is not big enough to change our view that the ECB has probably finished its hiking cycle. Meanwhile, we think President Trump s threat to cut off all trade with Spain is unlikely to come to anything. Andrew Kenningham - Chief Europe Economist

10 Jul 2026 The rebound in energy prices following the breakdown in the US-Iran ceasefire is not big enough to change our view that the ECB has probably finished its hiking cycle.

Meanwhile, we think President Trump s threat to cut off all trade with Spain is unlikely to come to anything.

Andrew Kenningham - Chief Europe Economist