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9th Sep 2024 11:52EurozoneDaily Monitor

  • The ECB will cut its policy rate by 25bp this week, as widely expected, but what happens in Q4? 
  • We see a higher chance than markets of an October cut, and a lower probability of December easing. 
  • Will the ECB lift its Q4 core inflation forecasts this week? We think so, but how far?

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Keywords for: 10 September 2024 Eurozone Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence