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Author: Niels Bjorn
Global Manufacturing Cycle: Stable with Small Downside Risks
Euro Area Summary: The Negative Supply Shock Fades
AGMR Leading Indicators: Continued Weak/Moderate Growth
Euro Area: Little Broadening of Core Inflation Pressures
Euro Area Outlook: Weathering the Storm
Commodities: Back to a Moderately Rising Trend
Euro Area Summary: Core Inflation Picks Up, Activity Almost Stalls
Euro Area: Tracking the Effects of Higher Oil Prices on Core CPI
European Equities: Slowing Growth Weighs on Stoxx600
Euro Area Summary: Stronger Effects of the Oil Supply Shock
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