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7th Sep 2023 17:33Eurozone, Weekly Monitor

  • We think the ECB will raise its policy rates by 25bp this week; the consensus and markets disagree.
  • The consensus is now for a pause, with a final hike in October; that seems implausible to us.
  • German core inflation has peaked; industrial production in Spain and France rose in July.

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Keywords for: 11 September 2023 Eurozone Monitor

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