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Eurozone

EMU Comment — Strongest growth in ten years

  1. Q4 real GDP growth continued at a robust pace
  2. Investments and net exports probably the main drivers
  3. Inflation stable, but only for a limited time

Rasmus Gudum-Sessingø, Senior Economist | ragu02@handelsbanken.dk

EMU Comment — Stronger confidence and minimum verbal intervention

  1. Stronger confidence in a rise in inflation
  2. Draghi made the minimum verbal intervention
  3. March meeting probably more interesting

Rasmus Gudum-Sessingø, Senior Economist | ragu02@handelsbanken.dk

EMU Comment — Another month with the PMI surprising to the upside

  1. PMI strength within services and non-core countries
  2. Price pressure rising, but no ECB reaction yet

Rasmus Gudum-Sessingø, Senior Economist | ragu02@handelsbanken.dk

EMU Comment — Minutes with a hawkish touch

  1. ECB communication could be revisited in early 2018
  2. ECB to tread carefully, but turn more hawkish

Rasmus Gudum-Sessingø, Senior Economist | ragu02@handelsbanken.dk

EMU Comment — ECB more upbeat about growth but sees a slow inflation pick up

  1. No change in policy or guidance
  2. Significant upward revision to growth, but a slow pick up in inflation
  3. ECB still underestimates inflation

Rasmus Gudum-Sessingø, Senior Economist | ragu02@handelsbanken.dk

EMU Comment — PMI keeps surprising on the positive side

  1. Activity finishes 2017 on a stronger note
  2. Manufacturing softness transitory
  3. Supports higher ECB forecasts

Rasmus Gudum-Sessingø, Senior Economist | ragu02@handelsbanken.dk