Geopolitics and fiscal excess are fueling price pressures in global macro. But there’s one actor that could combine the two and undermine the inflationary momentum
EUR Inflation Watch: A dovish surprise in the making
We see between 0.20-0.25%-points lower inflation in the Euro area than the consensus and the first evidence is already gathering in Germany. Expect EUR inflation to be below target by March-2024 at the very latest.
To read the full article, sign up for a 14-day FREE trial of the Premium plan.
Already a member? Login here
