Eurozone Key Issues
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Normally, we wouldn't pin our story on the fact that the PMIs are signalling a risk of outright contraction in the economy, but on this occasion we think the surveys are on the money.... More by Claus Vistesen
Friday's data deluge delivered uplifting, if backward- looking, news in the EZ economy. Eurostat's advance report showed that GDP jumped by 12.7% quarter-on- quarter in Q3, partially reversing the cumulative 15.5% collapse during lockdown in the first half of the year.... More by Claus Vistesen
On a headline level, yesterday's IFO in Germany confirmed the main message from last week's PMIs.... More by Claus Vistesen
The headline EZ data added to the evidence of a weakening recovery while we were away.... More by Claus Vistesen
Friday's sole economic report added to the evidence that the rebound in EZ manufacturing petered out midway through Q3, even if we still think the German numbers--see here--will rebound soon.... More by Claus Vistesen
On the surface, the EU's joint stimulus efforts are progressing nicely.... More by Claus Vistesen
Yesterday's advance EZ PMI data for September conformed to our expectations.... More by Claus Vistesen
A Financial Times report over the weekend--see here--added to the speculation that the ECB is not going to lift the amount of asset purchases pledged under its Pandemic Emergency Purchase Program--PEPP-- anytime soon.... More by Claus Vistesen
The return of the virus in the Eurozone isn't what the economy needed, but we continue to think it differs from the first shock, for three key reasons.... More by Claus Vistesen
On a headline level, the ECB conformed to consensus expectations yesterday by leaving its policy stance unchanged.... More by Claus Vistesen
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