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11th Sep 2023 20:10Eurozone, Daily Monitor

  • The focus on the EC’s GDP downgrades is much ado about nothing; our forecasts are lower still.
  • The new inflation forecasts are in line with the ECB’s, and therefore higher than ours.
  • The ZEW suggests September is the trough for the fall in German private-sector activity; will it be?

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Keywords for: 13 September 2023 Eurozone Monitor

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