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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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We still think German GDP growth will pick up a bit in Q2, as services activity improves.
But the economy probably will fall into recession in the second half of the year.
We now see full-year growth in 2022 at just 1.5-to-1.6%, with the same pace likely in 2023.
Hawkish comments from Isabel Schnabel seal the deal on a July rate hike, probably by 25bp.
Germany’s nominal trade surplus plunged in March, due mainly to a collapse in exports to Russia.
Retail sales in the Eurozone are flatlining, due almost exclusively to soaring prices.
In one line: French inflation rises despite fall in energy rate; Spanish economy defiant in the face of Omicron and widespread strikes.
In one line: Dragged down by weak services consumption.
In one line: No longer falling, but still depressed.
In one line: Pedestrian; sales likely fell by around 0.7% in Q1.
The PMIs point to solid economic activity at the end of Q1, but look out for weakness in Q2.
We see full-year growth in France at just under 3.5% in 2022, matching the consensus.
Consumers' spending is a wildcard; a fall in the savings rate is needed to maintain growth.
In one line: Spending, ex-services, fell in Q1; inflation is still running hot.
In one line: Better than we expected, but still soft overall.
In one line: Not pretty.
In one line: War in Ukraine weighs heavily on sentiment.
In one line: We look for a slightly bigger expansion in Q1.
In one line: The readings in February and March will be much better.
In one line: Spending, ex-services, isn’t going anywhere, but inflation definitely is.
In one line: Soft; inflation is sapping incomes and purchasing intentions.
In one line: Restrictions are still weighing on confidence.
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