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4th Nov 2024 09:50EurozoneDaily Monitor

  • Sell EURUSD and bonds if you’re convinced that Mr. Trump will win Tuesday’s US election. 
  • Leading indicators for EZ investment are downbeat, but growth still has room to rebound, a touch. 
  • Capacity utilisation rates point to robust growth in services capex, and the inventory cycle is turning.

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Keywords for: 5 November 2024 Eurozone Monitor

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