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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 look for Q2 GDP growth in the EZ at 1.5% quarter-on-quarter, the same as the consensus. This week's EZ inflation reports for July are a banana-skin for forecasters; don't...
Friday's detailed inflation data in the EZ conformed to expectations. Headline inflation dipped by 0.1pp, to 1.9%, matching the initial estimate, while core inflation fell to...
Yesterday's detailed inflation data in Germany and France were similar, at least as far as the main story goes.
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'...
We recently wrote about the prospects of a reopening leap in core inflation--see here--as the restrictions are eased.
Industry in the euro area remained red hot at the end of Q2.
In one line: Decent, even if it didn't reverse the plunge in April; Q2 as a whole was solid.
Yesterday's advance CPI data in the Eurozone broadly confirmed our expectations.
Yesterday's national survey data in the core Eurozone economies added to the evidence that services are now driving the recovery.
The evidence continues to support our own and consensus forecasts that the euro area economy is roaring back to life in the second quarter.
The Eurozone's external surplus rebounded at the start of Q2.
In preview, we still think the central bank is setting the bar a bit too high.
Data yesterday showed that the euro area economy did better than initially estimated at the start of the year, contrary to our expectations, though the main story didn't change.
Yesterday's main economic reports point to mixed conditions in euro area manufacturing at the start of Q2.
For forecasters, including us, pinning their hopes on a reopening-rebound in EZ Q2 GDP, chiefly thanks to rising consumers' spending, Friday's data were a slap in the face.
In one line: Grim, but don't write off Q2 just yet.
If the PMIs are right, services activity in the Eurozone rebounded strongly midway through the second quarter, as virus restrictions were eased.
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