Inflation evidence based on price trends in January remains soft in Europe, but the danger from freight rates looms large. Will the ECB choose the half glass full or empty approach on Thursday?
![Something for your Espresso: Inflation or not?](https://stenoresearch.com/wp-content/uploads/2023/01/Something-for-your-espresso-1080x675.png)
Inflation evidence based on price trends in January remains soft in Europe, but the danger from freight rates looms large. Will the ECB choose the half glass full or empty approach on Thursday?
European equities have seen an incredible start to 2023 on top of strong performance in late 2022. But European manufacturing and tech finds itself under pressure from massive public investments in both the US and China. What to make of the EU’s response and how is the outlook for Europe?