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Bank lending gives no ground for ECB to change stance

Summary:
The April Bank Lending Survey remains consistent with the ECB leaving its stance unchanged on credit conditions, negative rates and QE.Credit standards on loans to euro area enterprises eased in Q1, according to the ECB’s Bank Lending Survey (BLS), released today. Although banks expect a small net tightening of credit standards across all loan categories in Q2, credit conditions remain broadly favourable in the euro area.Demand for credit continued to rise in Q1, albeit at a slower pace than in the previous quarter, indicating there has been no material rebound in credit growth. Increased use of alternative sources of finance by corporates as well as elevated cash balances likely go a long way to explaining subdued demand for bank loans.The BLS looks consistent with an unchanged ECB stance on credit conditions, negative rates and quantitative easing. An eventual decision to hike the deposit rate will likely be based on the ECB’s fundamental assessment of economic conditions rather than motivated by growing side effects of such policy on the banking sector.

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The April Bank Lending Survey remains consistent with the ECB leaving its stance unchanged on credit conditions, negative rates and QE.

Bank lending gives no ground for ECB to change stance

Credit standards on loans to euro area enterprises eased in Q1, according to the ECB’s Bank Lending Survey (BLS), released today. Although banks expect a small net tightening of credit standards across all loan categories in Q2, credit conditions remain broadly favourable in the euro area.

Demand for credit continued to rise in Q1, albeit at a slower pace than in the previous quarter, indicating there has been no material rebound in credit growth. Increased use of alternative sources of finance by corporates as well as elevated cash balances likely go a long way to explaining subdued demand for bank loans.

The BLS looks consistent with an unchanged ECB stance on credit conditions, negative rates and quantitative easing. An eventual decision to hike the deposit rate will likely be based on the ECB’s fundamental assessment of economic conditions rather than motivated by growing side effects of such policy on the banking sector.

Mr. Frederik Ducrozet is a Senior Econoist at Banque Pictet & Cie SA, Research Division. Prior to this, he served as Senior Eurozone Economist at Credit Agricole Corporate and Investment Bank, Research Division from June 2006 till September 2015. He joined Crédit Agricole SA in 2005. Mr. Ducrozet contributed to the various publications of the research department, with a special focus on macroeconomic developments in Eurozone countries, including on the outlook for fiscal policy and the ECB’s monetary policy. Nadia Gharbi is economist at Pictet Wealth Management. She graduates in Université de Genève, Les Acacias, Canton of Geneva, Switzerland Do not hesitate to contact Pictet for an investment proposal. Do not hesitate to contact Pictet for an investment proposal. Please contact Zurich Office, the Geneva Office or one of 26 other offices world-wide.

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