EUR-Flation Watch: Why the ECB Is off by Miles in the Q1 Forecast
After having updated our models, we see March HICP printing at 1.84% versus ECB at 2.9% (Q1-average) and a market pricing of 2.25% (or thereabout)
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Scandi-flation Watch: Finally a bit of respite?
Welcome to our Scandi inflation watch. Based on public demand, we will release our SEK and NOK inflation views on a running basis as...
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EUR-flation Watch: Consensus is OFF (again)
We interestingly see a pattern where Germany is used to predict MoM consensus elsewhere in December. German consensus numbers look relatively...
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NEW EU FISCAL RULES – Victory for the Expansionists or the Prudentials?
Amidst the prospect of a soft landing and lower interest rates, the European Council unanimously voted in favor of reinstating fiscal safeguards...
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IFO Nugget: Recession and Target Inflation?
There is no way around the fact that, no matter how many officials refrain from admitting it, Germany and central economies in Europe are in, at...
272 Views