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Below is a list of our Eurozone Publications for the last 6 months. If you are looking for reports older than 6 months please email email@example.com, or contact your account rep
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Headline inflation in the EZ likely was a touch stronger than we initially expected in July. Core and headline inflation in Germany is rocketing, mostly due to base effects...
The macro-fundamentals are starting to turn against equities, but the policy put is alive and well. Even if EZ equity earnings rise by 40% over the next year, as analysts...
In one line: Still slowing, but we it will stabilise in Q3; M1 growth remains robust.
In one line: Energy inflation remains high; the core hit by lower inflation in services.
Earlier this week we delved into German and French inflation data, looking for signs of supply-side price pressures in goods prices, and a reopening bump in Covid-sensitive...
Yesterday's detailed inflation data in Germany and France were similar, at least as far as the main story goes.
In one line: Boosted by a leap in inflation of clothing; a setback looms in July.
In one line: A plunge in services inflation stung the core; watch VAT base effects in the July report.
We last set our outlook for the Italian economy at the end of May--see here--and in this Monitor, we take stock of what has changed since. In preview; it's good news.
Weakness in the core remained a drag on euro area manufacturing midway through Q2, amid strength elsewhere.
Judging by the questions we're receiving from readers, and reports in the financial news, the outcome of the ECB's strategic policy review is now starting to occupy investors'...
In one line: Activity was stronger than initially thought in June, but third-wave risk is rising.
We recently wrote about the prospects of a reopening leap in core inflation--see here--as the restrictions are eased.
Industry in the euro area remained red hot at the end of Q2.
In one line: Still very strong, but the headline likely is now peaking.
Yesterday's advance CPI data in the Eurozone broadly confirmed our expectations.
In one line: Stable; brace for wild volatility in the next few months.
In one line: Solid, and leading indicators signal more to come.
Data yesterday revealed that inflation in Germany eased slightly at the end of Q2.
In one line: Hit by a slide in services inflation; goods inflation will go to the moon next month.
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