Oct 04 2024 15 mins 1
In our podcast this week we discuss the European economic outlook with George Buckley, Nomura’s Chief European Economist. We home in on a number of topics including this week’s euro area inflation data, the broader outlook for the euro area and UK, as well as what needs to be done to repair some of the structural fault-lines. We touch too on the escalation of geopolitical turbulence in the Middle East and how this is challenging the status quo.
Elsewhere, in our Charts of the Week publication we focus on the following:
· The policy rate consensus
· The US labour market
· Oil prices and geopolitical risks
· Oil prices and productivity
· De-globalisation pressures
· Indebtedness and interest rates
