Stockpiling, Sales and Storms

With new euro zone data releases, and an ECB decision to boot, there is plenty to talk about. Gaurav and team roll up their sleeves and do what they do best: analyze the numbers.  Gaurav and Kamil kick off with a deep dive into our economic forecasts for Europe, unpacking the key assumptions and highlighting the downgrades made since Donald Trump’s election as U.S. President. They examine the role of tariffs, uncertainty, and other contributing factors, while also acknowledging the huge variations across European countries. The team then turns to the latest data and explores how significantly momentum has been boosted by stockpiling ahead of U.S. tariffs. Finally, the group reacts to the latest euro zone inflation data and the ECB’s recent rate decision. Has the central bank reached the end of its easing cycle—or is there more to come?

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