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5th Feb 2024 10:23Eurozone, Daily Monitor

  • The ECB’s policy rate is 100-to-150bp too tight; it will align with two-year yields by the end of the year.
  • We see near-term downside risk to Bund yields but then look for bear-steepening in H2.
  • Our forecasts for the bond markets assume a soft landing in the economy; what if we’re wrong?

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Keywords for: 6 February 2024 Eurozone Monitor

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