Fundamental Overview Gold remained supported yesterday following an in-line US CPI report and surprisingly weak initial jobless claims. The jobless claims data stole the show …
Prior +1.0% HICP +0.8% vs +0.8% y/y prelim Prior +0.9% The good news for France is that core annual inflation is seen easing further from …
Rates supportive of economic recovery The ECB has certainly done a great job in bringing down inflation and interest rates without a weakening in the …
Several of us underlined downside inflation risks Upward risks to inflation are lower than downward Villeroy has been one of the most dovish members and …
ECB forecast very similar to where it was in June Risk still remains elevated Meeting-by-meeting approach is still right We are in good place on …
Prior +2.0% HICP +2.1% vs +2.1% y/y prelim Prior +1.8% Core annual inflation is seen at 2.7% and this is one spot that will continue …
Prior +0.4% Services +0.1% vs 0.0% m/m expected Prior +0.3% Industrial output -0.9% vs 0.0% m/m expected Prior +0.7% Manufacturing output -1.3% vs 0.0% m/m …