Christine Lagarde’s christening crisis has investors speculating on rate cut

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Christine Lagarde’s christening crisis has investors speculating on rate cut
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Four months into her new role, the head of the European Central Bank is exploring measures to ease the impact of Covid-19 on business

European Central Bank president Christine Lagarde. Picture: REUTERS/VINCENT KESSLER

An ECB reduction on Thursday should satisfy those expectations and add the eurozone central bank to the list of monetary authorities using rates to shield their economies. But it could also backfire by doing little to address the specific impact of a health emergency, undermining financial stability and reducing policy space the bank might be better off preserving.

Mindful that disruptions to global supply chains and travel are straining cash flows at companies, Lagarde and her 24 governing council colleagues are seen delivering measures to support liquidity when they meet. Options that are likely to be under consideration include incentives for banks to keep funding virus-hit firms.

Lagarde’s pledge to deliver “targeted” measures if needed suggests the ECB may adapt its existing programme of long-term loans to financial institutions or plan a new variant of it. The initiative, which has run on and off since 2014, gives banks an incentive to lend to companies and households, and could probably be tweaked to target small businesses.

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