Euro-zone Drop-In: Deeper recession and more persistent inflation

Euro-zone GDP & Employment (Q3 2026)

As expected, the second estimate confirmed that euro-zone GDP rose by 0.4% q/q in Q3, and 0.2% excluding Ireland. We think that the economy will...

What’s behind the strength in euro-zone exports?

The pick-up in euro-zone goods exports in the first half of this year was due to the waning of forces that had previously weighed on exports, together...

The changing of Lagarde

The track record of the two candidates for ECB President shows that Klaas Knot has historically been more hawkish, notwithstanding recent efforts to...