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4th Dec 2024 17:39EurozoneWeekly Monitor

  • The ECB will cut its main policy rates by 25bp this week; listen closely for references to the neutral rate.
  • Ms. Lagarde will struggle to meet dovish market expectations this week; expect hawkish re-pricing.
  • EZ domestic demand jumped in Q3, but growth is set to come down sharply in Q4.

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Keywords for: 9 December 2024 EZ Monitor

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