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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: Outperforming despite June’s fall and limited signs of a recovery in autos.
In one line: Boosted by a leap in exports; the services surplus seem to be rebounding too.
In one line: Still trailing the surveys and new orders but green shoots are showing in the auto sector.
In one line: More evidence that consumption drove the rebound in Q2.
In one line: A strong finish to a solid Q2; Q3 likely will be a bit slower, but robust overall.
EZ GDP data beat expectations in Q2, which will drive upward revisions to 2021 forecasts.
We now expect full-year GDP growth in the Euro- zone of 5.0% in 2021, up from 4.5% previously.
Ignore the July dip in euro area core inflation; it will leap to 1.5% in August.
We last set our outlook for the Italian economy at the end of May—see here—and in this Monitor, we take stock of what has changed since. In preview; it's good news.
Weakness in the core remained a drag on euro area manufacturing midway through Q2, amid strength elsewhere.
In one line: Investor-expectations are now falling; EZ retail sales rebounded solidly in May.
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' minds.
We recently wrote about the prospects of a reopening leap in core inflation—see here—as the restrictions are eased.
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