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.
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