
#6 - Geopolitical risks are back - Guest: Claus Vistesen
Macro Mondays
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The Eurozone Inflation Outlook
Klaus Wiebe: I think the ECB story is very truncated, right? They're going to height next week. And then there's this big discussion whether they're going toheight in September or not. We could still change depending on the data. But the big story in terms of Eurozone inflation is that, you know, the peak is here. Headline inflation is half what it was in, in, in early Q4. Co-inflation is still holding on, but it's clearly, it's clearly sort of giving in. By the end of this year, we'll be telling a completely different story in inflation," he says.
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