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We look for Q2 GDP growth in the EZ at 1.5% quarter-on-quarter, the same as the consensus. This week's EZ inflation reports for July are a banana-skin for forecasters; don't...
27th Jul 2021 00:20Eurozone
The PMIs point to a sustained, and strong, expan- sion in EZ economic activity at the start of Q3. The renewed surge in virus cases is a threat to the lofty consensus Q3...
26th Jul 2021 00:20Eurozone
The ECB formally presented its new inflation target yesterday, and updated the forward guidance on rates attached to it.
23rd Jul 2021 00:10Eurozone
Today's ECB meeting was supposed to be a snoozer, in which the council goes on holiday with the message that it will hold off making any major decisions on the pace of...
22nd Jul 2021 00:10Eurozone
This is not, on the face of it, the best time to take a step back and look at the prospects for net exports in the Eurozone in a post-Covid world.
21st Jul 2021 00:10Eurozone
The ECB is pushing forward with its commitment to incorporate climate change into its policy framework over the next few years.
13th Jul 2021 00:20Eurozone
The ECB sprang a surprise on markets yesterday, releasing the details of its policy review--see here--ahead of the planned announcement in September.
9th Jul 2021 00:10Eurozone
Judging by the questions we're receiving from readers, and reports in the financial news, the outcome of the ECB's strategic policy review is now starting to occupy investors'...
6th Jul 2021 00:20Eurozone
From an immunological perspective, variant risk is assessed on a spectrum--no variant is either completely resistant or susceptible to the vaccines--but for markets it is...
29th Jun 2021 00:20Eurozone
European Commission President Ursula von der Leyen is currently on tour in Europe, negotiating with national governments on the final makeup of the spending plans for the...
23rd Jun 2021 00:10Eurozone
With Mr. Biden recently installed in the Oval office, and the Conservative government in the U.K. not battling for re-election until 2024, the main sources of political risk...
22nd Jun 2021 00:20Eurozone
The Eurozone's external surplus rebounded at the start of Q2.
21st Jun 2021 00:20Eurozone
Yesterday's decision by the SNB to keep its policy rate unchanged, at -0.75%, was widely expected.
18th Jun 2021 00:10Eurozone
The Swiss National Bank (SNB) will keep its powder dry today and leave its policy rate at -0.75%, a number we recommend investors get used to.
17th Jun 2021 00:10Eurozone
In preview, we still think the central bank is setting the bar a bit too high.
15th Jun 2021 00:20Eurozone
The ECB conformed to our expectations yesterday, guiding markets towards unchanged and ample accommodation through Q3.
11th Jun 2021 00:10Eurozone
The best way to explain the ECB's position, ahead of today's policy decision, is that the central bank has plenty of circumstantial evidence that a strong recovery has begun,...
10th Jun 2021 00:10Eurozone
Yesterday's main economic reports point to mixed conditions in euro area manufacturing at the start of Q2.
8th Jun 2021 00:20Eurozone
If the PMIs are right, services activity in the Eurozone rebounded strongly midway through the second quarter, as virus restrictions were eased.
4th Jun 2021 00:10Eurozone
Inflation in the euro area increased further midway through the second quarter.
2nd Jun 2021 00:10Eurozone
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