Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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?

This publication is only available to Eurozone (Monitor) subscribers

Related Publications

No results in , try all categories...

Are you taking full advantage of our daily publications?

Pantheon Macroeconomics produce daily publications for U.S., Eurozone, Latin America, UK and Asia, as well as analysis on key data within a few minutes of their release.

U.S. Economic Research
Eurozone Economic Research
Latin America Economic Research
UK Economic Research
Asia Economic Research
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subcribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: 6 February 2024 Eurozone Monitor

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