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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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In one line: Hinting at a downward Q3 GDP revision
In one line: Are imports finally rolling over?
In one line: Net trade was a drag on growth in Q3, we think.
In one line: The French trade deficit is still widening.
In one line: Net exports in goods likely softened in Q3.
In one line: Imports will rollover as the economy heads for recession.
In one line: The SNB will continue its hiking cycle, despite slowing GDP growth.
In one line: Hit by a plunge in exports, but still well off the lows.
The EZ goods trade deficit widened again at the end of Q2 as imports rose and exports fell.
Imports should fall soon, but exports are also likely to soften as GDP growth in key trade partners slows.
Net trade will not prevent the incoming recession, exacerbating the impact from falling consumption.
In one line: Imports are still rising strongly.
The EZ GDP deflators are going haywire; keep an eye on the difference between real and nominal growth.
Soaring import prices mean that the GDP deflator is rising by less than the deflator for domestic demand.
Our forecasts imply a peak in the GDP deflator in Q3, but growth will remain above average through 2024.
We now think it’s likely that the EU manages to fill its gas storage levels to the target 80% by November.
Storage will be drained more this winter than in the past, given lower flows, even assuming no cold snap.
This is despite rationing, which we doubt can be avoided, and will push the EZ into recession by Q4.
In one line: A solid finish to Q2 in manufacturing; net exports in services are soaring.
In one line: Lifted by improving net trade with China, the UK and Russia.
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Eurozone Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence