海外研报

Euro Area: Core Inflation Close to Expectations

BOTTOM LINE: In the flash release for August, core HICP inflation fell marginally to2.84%yoy, while headline HICP decreased 40bp to 2.18%yoy, both in line with

MS_Modest rebound in jobs, easing coming ... probably 25bps

Payrolls rose 142k; private payrolls rebounded to+118k, but revisions for two months were notably negative. The unemployment rate fell by a rounded tenth

MS_Weekly Warm-up- Resilient Jobs Data Warrants a More Cyclical Shift_20241007

We upgrade cyclicals to OW vs. defensives following Friday's