bullish
Inflation Watch: Why EUR Inflation Will Print Below 2% Before New Years
499 Views23 Aug 2023 02:39
SUMMARY
- It’s Jackson Hole week and even if Wyoming is typically only full of cowboys (also when CBs gather), they are joined by a cowgirl from France this week for the conference.
- The Fed and the ECB will enter the yearly conference with different macroeconomic backdrops as the US growth and inflation momentum seems stickier than Euro peers on our models.
- And using leads/lags from the European PPI basket and the US HICP index, we intend on showing you that sub 2% inflation in Europe is a clear possibility in just 3 months from now.
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Steno Research
Macro and Geopolitical Research House
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