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33 matches for " ez core":

1 Sep 2020 EZ Core Inflation will Undershoot the Consensus Today (Publication Centre)

Advance country data suggest that EZ inflation fell less than we expected last month, though we are still looking for a significant undershoot in the August core rate.

20 Jan 2020 The ECB Won't Flinch Over the Q4 Jump in EZ Core Inflation (Publication Centre)

Friday's detailed euro area CPI report for December confirmed that inflation pushed higher at the end of last year. Headline inflation increased to 1.3% year-over- year, from 1.0% in November, lifted primarily by higher energy inflation, rising by 3.4pp, to +0.2%. Inflation in food, alcohol and tobacco also rose, albeit marginally, to 2.1%, from 2.0% in November.

1 December 2017 Blame Italy for November's Undershoot in EZ Core Inflation (Publication Centre)

Inflation in the euro area edged higher in November, but our prediction of a rebound in the core proved to be wrong. Headline inflation increased to 1.5% in November, from 1.4% in October.

2 Dec 2019 EZ Core Inflation is Rising, but It Probably Overshot in November (Publication Centre)

The key detail in Friday's barrage of economic data was the above-consensus increase in EZ inflation.

18 August 2017 Higher Core Inflation in the Eurozone Should be a No Brainer (Publication Centre)

Inflation data are known to defy economists' forecasts, but it should in principle b e straightforward to predict the cyclical path of EZ core inflation. It is the longest lagging indicator in the economy, and leading indicators currently signal that core inflation pressures are rising.

14 Sept 2020 German Core Inflation is 0.5pp Lower After the July VAT Cut (Publication Centre)

Friday's sole economic report provided further clarity on the impact on Germany's inflation data from the Value-Added-Tax cut in July.

19 Dec 2019 Another Poor Quarter Ahead for Construction in the Eurozone (Publication Centre)

The Eurozone economy all but stalled at the start of Q4.

18 Sept 2020 The ECB Will Struggle to Hold its Optimistic Line on Inflation (Publication Centre)

Yesterday's detailed EZ inflation data for August kick ed-off a period in which the numbers will be scrutinised more closely than usual.

1 Apr 2020 Your Guide to the German Labour Market Data and Covid-19 (Publication Centre)

Yesterday's March labour market data in Germany were surprisingly strong

1 July 2020 French Households Rushed to the Store as the Economy Reopened (Publication Centre)

Yesterday's EZ data showed that French households came out swinging as the economy reopened. Consumers' spending, ex-services, jumped by 36.6% month-to-month in May, driving the year-over-year rate up to -8.3%, from -32.7% in April.

1 July 2019 The June Jump in the EZ C ore CPI Won't Shift the Dovish ECB (Publication Centre)

Friday's inflation data in the Eurozone were a mixed bag.

2 Mar 2020 ECB easing is on the way, the only question is how much (Publication Centre)

We'll cover Friday's barrage of EZ economic data later in this Monitor, but first things first. We regret to inform readers that the ECB is behind the curve. Last week, Ms. Lagarde downplayed the idea that the central bank will respond to the shock from the Covid-19 outbreak.

9 June 2020 Support for a Sustained Rally in EURUSD Remains Inconclusive (Publication Centre)

Traders looking for a sustained move in the euro have been left disappointed in the past six-to-12 months, but it is now teasing investors with a break to the upside against the dollar.

5 June 2019 EZ Inflation will Fall Further in Q3 but the Core Rate will Rebound (Publication Centre)

Inflation in the Eurozone tumbled last month, increasing the pressure on Mr. Draghi to deliver another dovish message when the central bank meets on Thursday.

3 December 2018 Soft Economic Data in the EZ are Priced-in by Rates Markets (Publication Centre)

Friday's inflation and labour market data in the Eurozone were dovish.

6 Jan 2020 Risks are Tilted to the Upside for this Week's EZ Inflation Data (Publication Centre)

Friday's early EZ CPI data for December were red hot. Headline HICP inflation in Germany jumped to 1.5%, from 1.3% in November, while the headline rate in France increased by 0.4pp, to 1.6%.

2 Sept 2019 The August EZ CPI Data are a Gift to the ECB's Dovish Contingent (Publication Centre)

A few ECB governors has attempted to lean against dovish expectations in the past week.

2 Sep 2020 Soft August CPI Data will Push the ECB to Lift the PEPP This Month (Publication Centre)

Yesterday was a busy day in the EZ

1 May 2019 The Eurozone Economy Defied the Pessimists in the First Quarter (Publication Centre)

Yesterday's economic headlines in the Eurozone were pleasant reading.

5 December 2017 The ECB Wants a Steeper Curve in 2018. Will Markets Oblige? (Publication Centre)

This week's detailed Q3 GDP data will confirm that the euro area economy is going from strength to strength.

4 March 2019 The EZ Core CPI Rate Remains Motionless at About 1% (Publication Centre)

Last week's final barrage of data showed that EZ headline inflation rose slightly last month, by 0.1 percentage points to 1.5%, driven mainly by increases in the unprocessed food energy components.

2 May 2017 Don't get too Excited by the April Jump in EZ Core Inflation (Publication Centre)

Eurozone inflation pressures snapped back in April. Friday's advance report showed that headline inflation rose to 1.9% year-over-year, from 1.5% in March, lifted by a jump in the cor e rate to 1.2% from 0.7% the month before.

31 Jan 2020 EZ Core Inflation is Set to Drop More than Markets Expect (Publication Centre)

Data yesterday showed that German inflation roared higher at the start of the year, but the devil is in the detail.

21 May 2020 EZ Core Inflation will Take a Hit, but a Sustained Slide is Unlikely (Publication Centre)

Yesterday's final CPI report for April confirmed that the Eurozone is edging towards deflation.

18 March 2019 Beware the Easter Effect in EZ Core Inflation in March and April (Publication Centre)

Data on Friday confirmed that headline inflation in the Eurozone rose a bit last month, to 1.5% from 1.4% in January, but also that the core rate dipped by 0.1 percentage points, to 1.0%.

26 February 2018 Look for the Forest Among the Trees in the EZ Core Inflation Data (Publication Centre)

Friday's final CPI report in the Eurozone confirmed that inflation dipped marginally in January, by 0.1 percentage points, to 1.3%.

29 Jan. 2016 EZ Core Inflation is Rising, but Weak Oil Prices are Still a Wildcard (Publication Centre)

German data yesterday indicate that inflation pressures have, so far, been resilient in the face of the recent collapse in oil prices. Inflation rose to 0.5% year-over-year in January from 0.3% in December, partly due to base effects pushing up the year-over-year rate in energy prices, but core inflation rose too. The detailed state data indicate that almost all key components of the core index contributed positively, lead by leisure and recreation and healthcare.

3 September 2018 The ECB is Fighting an Uphill Battle to Push Core Inflation to 2% (Publication Centre)

We are all for ambitious economic targets, but the ECB's pledge to drive EZ core inflation in the Eurozone up to "below, but close to" 2% is particularly fanciful.

25 Sept 2019 More Bad News from the IFO, but the INSEE Data are More Upbeat (Publication Centre)

Yesterday's business confidence data in the EZ core were mixed.

EZ Datanote: Inflation, Construction, and Car Registrations - EZ (Publication Centre)

In one line: More poor Q2 data; EZ core inflation rebounds, but it is not going anywhere fast.

EZ Datanote: Final Inflation, Germany and France, February (Publication Centre)

EZ core inflation is sticky, and probably rising.

EZ Datanote: Inflation, Consumers' Spending and Q4 GDP, France (Publication Centre)

In one line: Upside risk to EZ core inflation today?

Consistently Right

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