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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 firstname.lastname@example.org, or contact your account rep
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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...
The PMIs point to a sustained, and strong, expan- sion in EZ economic activity at the start of Q3. The renewed surge in virus cases is a threat to the lofty consensus Q3...
Talking about a green energy transition in Europe is easy, but more often than not, actions fall short of promises, for political reasons.
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...
Manufacturing in Germany has stalled. Data yesterday showed that industrial production, including construction, edged lower by 0.3% month-to-month in May, matching the revised...
Weakness in the core remained a drag on euro area manufacturing midway through Q2, amid strength elsewhere.
Yesterday's advance CPI data in the Eurozone broadly confirmed our expectations.
Yesterday's national survey data in the core Eurozone economies added to the evidence that services are now driving the recovery.
The evidence continues to support our own and consensus forecasts that the euro area economy is roaring back to life in the second quarter.
For forecasters, including us, pinning their hopes on a reopening-rebound in EZ Q2 GDP, chiefly thanks to rising consumers' spending, Friday's data were a slap in the face.
Inflation in the euro area increased further midway through the second quarter.
Friday's headline data in the French economy weren't pretty. First, the third and final Q1 GDP estimate was revised down by 0.5pp, to -0.1% quarter-on-quarter, indicating that the...
Either the ECB has Toughened Up, or it is Behind the C urve
EZ Manufacturing Disappointed in Q1, will Q2 be Better
EZ Recession Confirmed, but now the Recovery Begins, We Hope
The April PMIs Signal a Lockdown- Proof Eurozone Economy
The ECB Treads Water, but More PEPP is Still to Come, Probably
German and French Core Inflation Held up at the end of Q1
Very Strong EZ PMIs for March are Also, Unfortunately, Very Outdated
Vaccination in Europe will Pick Up Further, Even Without the AZ Shot
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