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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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The medium-term outlook for EZ equities has improved significantly in the past 12 months...
...But earnings expectations have to fall further in the near term, weighing on prices over the summer.
EZ manufacturing will slow sharply in Q2; core inflation pressures in France have intensified.
The euro area’s primary budget balance swung to a significant deficit during the pandemic.
We think the primary deficit will narrow through 2024, but the balance will remain in the red.
Net interest costs will rise, but we think the debt-to-GDP ratio will fall, due to robust nominal growth.
In one line: Yet another fall in real M1 growth.
EZ economic activity accelerated heading into the second quarter...
...All thanks to a pick-up in services activity; manufacturing nearly stalled, as German output fell.
We expect GDP growth to accelerate in Q2, barring an immediate embargo on Russian energy imports.
In one line: The fall in real M1 growth continues.
In one line: Amber alert; the slowdown in real M1 is accelerating.
In one line: Fall over Q4 will more than reverse in Q1.
In one line: Stung by a plunge in construction; core manufacturing did better.
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