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News 2026-09-23 06:38 UTC

STIR: Benign PMIs and Sep Inflation Could Pull October ECB Pricing Down Further

* ECB-dated OIS now price 12bps of hikes through October, down from 13bps yesterday and 16bps at last Friday's close. While the September ECB decision clearly opened the door to further hikes, the tone of some recent Executive Board commentary seems to have pushed back on the case for sequential moves. October pricing