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Monetary policy should not be based on oil prices alone ECB needs to assess whether the energy shock ...
Eurozone hasn’t fallen into stagflation Don’t see reasons to talk about recession now The ECB will need a ...
Prior +0.3%; revised to +0.2% There was a negative revision to the Q4 estimate, and that’s the only ...
EUROPEAN SESSION In the European session, we don’t have much on the agenda other than a couple of ...
Wall Street inflation anxiety deepened after Tuesday’s hot CPI print, with five-year break-even rates at their highest since ...
CPI +2.2% vs +2.2% y/y prelim Prior +1.7% HICP +2.5% vs +2.5% y/y prelim Prior +2.0% The monthly ...
The ECB must be ready to intervene on second-round effects We don’t have enough information on core inflation ...
Wholesale prices +2.0% m/m Prior +2.7% Wholesale prices +6.3% y/y Prior +4.1% It’s no surprise as we’re seeing ...
The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. Injects 500mn ...
CPI +2.9% vs +2.9% y/y prelim Prior +2.7% HICP +2.9% vs +2.9% y/y prelim Prior +2.8% Core CPI ...
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