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7th Nov 2024 18:44EurozoneWeekly Monitor

  • A raft of ECB speeches got lost amid the furore that followed the US election and Berlin’s political crisis.
  • Comments support our view of slow easing from here, and fewer cuts than markets have priced in.
  • National industrial data imply this week’s EZ read will be ugly; industry still escaped recession in Q3, just.

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Keywords for: 11 November 2024 EZ Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence