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27th Nov 2023 21:24EurozoneDaily Monitor

  • Money supply is not falling as fast as it was earlier in the year, but it is still declining...
  • ...Lending growth, meanwhile, is fading, which bodes ill for our call for a rebound in GDP in H1 2024.
  • The package holiday CPI can be volatile in November; risks are tilted to the downside this week.

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Keywords for: 29 November 2023 Eurozone Monitor

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