bullish
Inflation Watch: Why EUR Inflation Will Print Below 2% Before New Years
504 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.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Top 5%
Steno Research
Macro and Geopolitical Research House
- 5 Things We Watch – EU Inflation, US Labor Market, European Money Growth, UK Stagflation & IFO31 Aug 2023
- ECB Watch: Damned if You Do & Doomed if You Don’t?31 Aug 2023
- EUR Inflation Watch – It’s all about energy and food29 Aug 2023
- Inflation Watch – Here’s Why EU Inflation Will Get Back to Target Faster than US Inflation10 Aug 2023
- Euro Area Watch: 7 Charts on the ECB and EUR-Inflation28 Jul 2023
x