Skip to main content
Subject:

Interest Rates Outlook

Probability of rate hikes has risen sharply

Wednesday, 22 July 2026, written by Maarten Spek

Renewed tensions in the Middle East and the shutdown of Russian refineries have recently driven up energy prices and inflation risks. As a result, rate hikes by the ECB and the Fed have become much more likely. However, we are seeing significant differences in the impact of this on European and US capital market interest rates…

This report is published: Bi-weekly

Get access to this report

Request Report

Previous reports

Stoic interest rate markets

Wednesday, 08 July 2026

There is a lot going on on the global stage, while inflation is above target and the economy continues to perform surprisingly well. Although interest rates are reacting to these developments, on balance they remain stable. However, there are a number of factors that could also lead to greater volatility in the interest rate markets in the coming months.
 

Request Report

A flatter yield curve due to the Fed’s pivot?

Wednesday, 24 June 2026

Following the recent Fed meeting, the US yield curve has flattened further, bringing an inverted yield curve closer – a development that has often served as a warning sign of recession in the past. In this report, we examine whether this is the case again and set out our specific forecasts for US and European short- and long-term yields for the coming months to quarters.

Request Report

The Economic Implications of Higher Real Interest Rates

Wednesday, 10 June 2026

Real interest rates are rising alongside nominal rates. In the past, this was often a sign of stronger growth, as higher real interest rates were driven by companies borrowing more to invest. Now, however, other factors are also at play, and a further rise in real interest rates could set in motion a negative spiral that could have a significant impact on both short-term and long-term interest rates.

Request Report

Hedging Interest Rates Risks

Rising or falling interest rates can significantly impact your current and future financing costs.

Through our sister company, ICC Consultants, many ECR clients already benefit from independent hedging advice that combines clear strategy with hands‑on execution support.

Whether you face a hedge obligation under your financing arrangements, or simply want stable and predictable cash flows to protect profit margins from volatile interest rates, it’s worth having a conversation with us.

When should you reach out?

  • If you currently rely on your bank alone for hedging, an independent advisor ensures that pricing, strategy, and execution truly work in your best interest.
  • If you already work with an advisor, consider inviting us to provide a competitive quotation — our services are typically more cost‑effective.

With ICC’s interest rate specialists and real‑time pricing systems on your side, you gain full transparency, lower costs, and the confidence that nothing is overlooked and every decision is the best possible.

Read More