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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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In one line: Still-sticky energy inflation; ignore the dip in the core, it will rebound, strongly.
In one line: Solid; ignore the drop in core inflation; it will come back in August, strongly.
In one line: The core was hit by base effects in goods; it will rebound in August.
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...
In one line: The red-hot German inflation print has arrived; and it will get hotter still.
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...
We look for Q2 GDP growth in the EZ at 1.5% quarter-on-quarter, the same as the consensus. This week's EZ inflation reports for July are a banana-skin for forecasters; don't...
The ECB formally presented its new inflation target yesterday, and updated the forward guidance on rates attached to it.
Today's ECB meeting was supposed to be a snoozer, in which the council goes on holiday with the message that it will hold off making any major decisions on the pace of...
Friday's detailed inflation data in the EZ conformed to expectations. Headline inflation dipped by 0.1pp, to 1.9%, matching the initial estimate, while core inflation fell to...
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...
Virus cases fell throughout the second quarter, allowing EZ governments to ease restrictions and the economy to roar back to life.
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.
The ECB sprang a surprise on markets yesterday, releasing the details of its policy review--see here--ahead of the planned announcement in September.
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'...
Industry in the euro area remained red hot at the end of Q2.
Yesterday's advance CPI data in the Eurozone broadly confirmed our expectations.
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