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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: CS problem is solved as far as the SNB is concerned; fight against inflation continues.
In one line: Staying the course; a sustained rise in volatility is needed to prevent hikes in Q2.
In one line: President Lagarde hints at more hikes post March but keeps cards close to her chest on number and size.
In one line: At least one more 50bp hike is on the way; no change to QT plans.
In one line: The jobless rate will rise again as the EZ economy enters recession.
In one line: No near-term relief likely in core inflation.
In one line: ECB hawks to markets; “we’re the captain now”.
In one line: A (very) hawkish pivot.
In one line: A new record low; labour market resilience will fade soon.
The fall in EZ inflation supports our view of an ECB pivot to a slower pace of rate hikes from this month.
But we now think a sticky core inflation rate will keep the Bank on its toes...
...We are raising our call for February’s hike to 50bp, up from 25bp previously.
In one line: Here comes the pivot.
Early data point to a downside surprise in today’s advance EZ inflation report for November...
...This likely would seal the deal on a 50bp rate hike next month, but it will be a close call either way.
Switzerland’s economy grew slightly in Q3, but we look for falling GDP in Q4.
In one line: November data hold the key to the size of the next ECB rate hike.
In one line: Boo!
In one line: Markets believe in a pivot.
In one line: An early hint of slower rate rises; the ECB is incentivising banks to repay TLTRO III funds.
Eurozone Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence