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Eurozone

EMU Comment — Core inflation surprisingly weak

  1. Headline inflation rose as expected
  2. Core inflation surprisingly fell
  3. Did not lend support to Draghi's comments

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

EMU Comment — PMI suggests fairly stable Q3 growth

  1. Stable PMI in Q3
  2. Manufacturing slow-down continues
  3. The ECB concerns gained some support

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

EMU Comment — Growth outlook a little weaker; but acknowledges wage growth

  1. Little new information
  2. Growth outlook a little weaker, but rising wages noted
  3. December policy meeting possibly a bit more interesting

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

EMU Comment — Core inflation weaker, but unemployment lower

  1. Core inflation decreased
  2. But unemployment rate lower
  3. Neutral for the ECB

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

EMU Comment — Manufacturing sentiment continues to retreat

  1. Manufacturing PMI at a 21-month low…
  2. …probably still burdened by trade concerns
  3. But inflation picture still firming

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

Global macro forecast — A diverging world

• Geopolitical risks dominate
• US and China dictating the pace
• Shift in economic cycle imminent - slowdown in the pipeline