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29th Jan 2024 11:04EurozoneDaily Monitor

  • This week’s January inflation data will be key for the ECB’s decisions and communication in H1 2024.
  • We look for a downside surprise in the EZ, but the January report is a wildcard; anything can happen.
  • EZ GDP likely fell in Q4—confirming a recession— worse than the ECB predicted in December.

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Keywords for: 30 January 2024 Eurozone Monitor

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