73 items tagged "monetary policy":
Eurozone Webinar September 2022: High Inflation Is Forcing The ECB Into Shock And Shock And Awe; When Is The Pivot?
Eurozone Webinar with Claus Vistesen
EZ Webinar April 2024: What is the Link Between EZ Wage Growth & Inflation?
What is the Link Between EZ Wage Growth & Inflation?
EZ Webinar February 2024: Will the SNB Beat the ECB to it on Rate Cuts?
Switzerland Focus: Will the SNB Beat the ECB to it on Rate Cuts?
EZ Webinar December 2023: When Will the ECB's Message Shift?
EZ Webinar December 2023: When Will the ECB's Message Shift?
WHAT NOW FOR THE ECB AND INTEREST RATES IN THE EZ? PM EUROZONE WEBINAR, 19 SEPTEMBER 2023
WHAT NOW FOR THE ECB AND INTEREST RATES IN THE EZ?
Eurozone Webinar July 2023: What is the ECB's reaction functions?
What is the ECB's reaction functions?
PM Eurozone Webinar July 2023: Will Italy and Spain Continue To Outperform?
Will Italy and Spain Continue to Outperform?
Eurozone Webinar March 2023: The ECB Is Still Focused On Rising Core Inflation; Is It Making A Policy Error?
The ECB Is Still Focused On Rising Core Inflation; Is It Making A Policy Error?
Eurozone Webinar May 2022: How Will EZ Policymakers Respond To Stagflation?
Eurozone Webinar by Claus Vistesen and Melanie Debono
EZ Datanote: Advance Inflation, Consumers' Spending, and Q3, France - Nov, Oct, and Q3
In one line: Downside risks to EZ inflation data.
EZ Datanote: Detailed Inflation, France, March 2024
In one line: A big decline, and risks are tilted towards a slide in the core in April
EZ Datanote: Detailed Inflation, Eurozone, November 2023
In one line: A big decline; base effects in energy point to a snap-back in December.
EZ Datanote: Advance Inflation, Germany, February 2024
In one line: Pegged back by a plunge in food inflation; the core HICP likely fell.
EZ Datanote: Detailed Inflation, Germany, January 2024
In one line: Services inflation pushed higher by healthcare, education and hospitality.
EZ Datanote: Advance Inflation, Germany, January 2024
In one line: Still consistent with a fall in the ECB's 2024 inflation forecasts in March.
EZ Datanote: Consumers' Spending & Final Inflation, France, Nov/Dec 2023
In one line: A rise in core goods consumption not enough to lift Q4 spending; inflation will fall sharply in Q1.
EZ Datanote: Inflation, North Rhine Westphalia & France, December 2023
In one line: EZ headline rebounded in December, but the core likely eased further.
EZ Datanote: Advance Inflation, Germany, December 2023
In one line: Headline rebounds more than expected, but the core undershot our forecast.
EZ Datanote: Detailed CPI, Germany, March 2024
In one line: Pushed lower despite an early Easter boost in services.
EZ Datanote: Advance Inflation, France, January
In one line: Still consistent with our EZ call; all eyes on Germany later.
EZ Datanote: Advance Inflation, France, October 2023
In one line: Falling, but services inflation remains sticky.
EZ Datanote: Inflation/Unemployment, German States & Germany, January
In one line: EZ inflation fell in January, but less than we thought.
EZ Datanote: State CPIs and Unemployment, Germany, February 2024
In one line: German inflation likely fell a touch more than we thought in February.
EZ Datanote: Industrial Production, Spain, November 2023
In one line: Outperforming France and Germany.
EZ Datanote: Industrial Production, France, January 2024
In one line: Soft, but manufacturing likely will only be a small drag on Q1 GDP growth.
EZ Datanote: IFO, Germany, November 2023
In one line: Still-rising, but will the fiscal impasse hit the December data?
EZ Datanote: Industrial Production, France, November 2023
In one line: Decent, but production likely fell over Q4 as a whole.
EZ Datanote: GfK Consumer Confidence, Germany, December.
In one line: Depressed, despite an improving outlook for real income growth.
EZ Datanote: INSEE Consumer Confidence, France, November 2023
In one line: Solid headline, but unemployment fears are rising.
EZ Datanote: Retail Sales, Germany, October 2023
In one line: A solid start to Q4; a sign of more to come?
EZ Datanote: EC Sentiment, Eurozone, October 2023
In one line: More confirmation that weakness spread into Q4.
EZ Datanote: INSEE Business Confidence, France, December 2023
In one line: Not as good as the headline would suggest.
EZ Datanote: Industrial Production, France, September 2023
In one line: French industry stuttered at the end of Q3.
EZ Datanote: Factory Orders, Germany, September 2023
In one line: Headline lifted by large orders, and revisions signal downside risks to the initial Q3 GDP estimate.
PM Datanote: ISTAT, Italy, November 2023
In one line: Better for consumers and manufacturing, but service confidence fell further.
EZ Datanote: Industrial Production, France, October 2023
In one line: Early days, but it looks like a decline in Q4.
EZ Datanote: Factory Orders, Germany, October 2023
In one line: Grim, but the headline was depressed by major orders.
EZ Datanote: Industrial Production, Germany, October 2023
In one line: Still struggling at the start of Q4.
EZ Datanote: IFO, Germany, December 2023
In one line: German firms will be happy to say Goodbye to 2023!
EZ Datanote: ISTAT Business Confidence, Italy, December 2023
In one line: Jump in services sentiment leads the way; will it be sustained?
EZ Datanote: Industrial Production, France, February 2024
In one line: Held back by a plunge in energy output; core production did better.
EZ Datanote: Factory Orders, Germany, December 2023
In one line: Boosted by major orders in aircraft; core orders were weak.
EZ Datanote: ISTAT Business Confidence, Italy, January 2024
In one line: Sentiment on the up at the turn of the year.
EZ Datanote: Factory Orders, Germany, January 2024
In one line: Ignore volatility in major orders; the trend in core orders is still down.
EZ Datanote: Industrial Production, Germany, January 2024
In one line: Positive, but is it the start of a sustained pick-up?
EZ Datanote: Industrial Production, EZ, January 2024
In one line: Distorted by the Irish data, again.
EZ Datanote: Money Supply, EZ, Feb; ISTAT Confidence, Italy, Mar & Unemployment, Germany, Mar
In one line: Improvement in money supply continues; Italian business confidence rises & German unemployment will climb further.
EZ Datanote: Factory Orders, Eurozone, February 2024
In one line: Going nowhere, but turnover jumped in February.
