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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: 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: An early hint of slower rate rises; the ECB is incentivising banks to repay TLTRO III funds.
In one line: Back above zero; December’s rate hike will be smaller.
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