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6th Nov 2024 11:45EurozoneDaily Monitor

  • A Trump presidency is more of an inflation threat to the EZ economy than a growth threat. 
  • We’re sticking with our call for the ECB to ease by less than markets expect next year. 
  • Will EZ export orders jump in the final stretch of Q4 as foreign firms scramble to beat potential tariffs?

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Keywords for: 7 November 2024 Eurozone Monitor

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