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Our eurozone Recovery Tracker rose 1.4pts to 80.3 in the two weeks ending January 9. We view the reading with a bit of caution, as it may reflect a...
We expect important changes to the EU’s fiscal governance framework, but no paradigm shift. Specifically, green and digital public investments will...
With eurozone inflation confirmed at a record-high of 5.0% y/y in December, the debate over how long upward price pressures will continue returned to...
The release of the ECB December meeting minutes confirmed that inflation remained at the forefront of the Governing Council’s discussions last month....
We don’t expect any policy changes to emerge from the October ECB meeting as key policy decisions are closely tied to updated macroeconomic...
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