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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
Talking about a green energy transition in Europe is easy, but more often than not, actions fall short of promises, for political reasons.
20th Jul 2021 00:10Eurozone
Earlier this week we delved into German and French inflation data, looking for signs of supply-side price pressures in goods prices, and a reopening bump in Covid-sensitive...
16th Jul 2021 00:10Eurozone
Virus cases fell throughout the second quarter, allowing EZ governments to ease restrictions and the economy to roar back to life.
15th Jul 2021 00:10Eurozone
Yesterday's detailed inflation data in Germany and France were similar, at least as far as the main story goes.
14th Jul 2021 00:10Eurozone
We last set our outlook for the Italian economy at the end of May--see here--and in this Monitor, we take stock of what has changed since. In preview; it's good news.
12th 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
Manufacturing in Germany has stalled. Data yesterday showed that industrial production, including construction, edged lower by 0.3% month-to-month in May, matching the revised...
8th Jul 2021 00:10Eurozone
Weakness in the core remained a drag on euro area manufacturing midway through Q2, amid strength elsewhere.
7th 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
We recently wrote about the prospects of a reopening leap in core inflation--see here--as the restrictions are eased.
5th Jul 2021 00:20Eurozone
Yesterday's advance CPI data in the Eurozone broadly confirmed our expectations.
1st Jul 2021 00:10Eurozone
Data yesterday revealed that inflation in Germany eased slightly at the end of Q2.
30th Jun 2021 00:10Eurozone
The evidence continues to support our own and consensus forecasts that the euro area economy is roaring back to life in the second quarter.
24th Jun 2021 00:10Eurozone
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
Yesterday's decision by the SNB to keep its policy rate unchanged, at -0.75%, was widely expected.
18th Jun 2021 00:10Eurozone
Yesterday's euro area trade data from Eurostat were alarmingly poor.
16th Jun 2021 00:10Eurozone
In any given quarter, the change in the unemployment rate can be derived by the difference between the change in employment and the change in the size of the labour force as a...
14th Jun 2021 00:20Eurozone
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