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7th Nov 2024 10:46EurozoneDaily Monitor

  • Early elections are coming in Germany; will they pave the way for looser fiscal policy in 2025? We think so. 
  • The addition of Germany to EZ retail sales data led to upward revisions to most months back to April… 
  • ...Further strength is likely in Q4, but the recession in industry rumbles on, and headwinds are mounting.

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Keywords for: 8 November 2024 Eurozone Monitor

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