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10th Feb 2023 16:20Eurozone, Weekly Monitor

  • We see little evidence of the “persistent upward shift in inflation expectations” the ECB is signalling.
  • Most near-term measures have eased, and we think the trend will continue, as energy inflation slides.
  • As such, we still expect the Bank to start cutting rates in Q1 2024, sooner than the consensus.

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Keywords for: 13 Feb 2023 Eurozone Monitor

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