Fra Danske Bank:
Economic activity continued at a decent pace in the third quarter of the year, and the PMIs point to continued growth at the start of Q4. Inflation in October was still driven by energy costs while spillovers to core inflation remain very limited, which should only cause only one additional 25bp hike from the ECB. The gas cost of this winter’s heating season is set to rise by around EUR 140 bn (0.75%) of GDP given current futures pricing, leaving upside risks to inflation and our ECB call while weighing on growth.
Hurtige nyheder er stadig i beta-fasen, og fejl kan derfor forekomme.
