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Intesa Sanpaolo expects structurally high real EUR swap rates in 2027, with the 10-year real rate gradually declining to 0.99% by December 2027. The 10-year EUR inflation swap is seen stabilising around 2.2% in late 2026 and falling below 2% by end-2027. The…
Important disclosures and certifications are contained from page 8 of this report. https://research.danskebank.com Macro Research August inflation is expected to show core inflation at 0.74% year -on -year, CPIF at 1 .00 % and CPI at 0.59%. All tax cuts and…
In August 2026, Euro area headline inflation rose to 3.26% y/y, above Natixis's estimate of 3.20%, while core inflation fell to 2.41% y/y, below the forecast of 2.50%. Energy price growth accelerated significantly, offsetting easing services inflation.…
Eurozone inflation rose to 3.3% y/y in August 2026, driven entirely by energy prices, with core inflation easing. Intesa Sanpaolo expects the ECB to hike rates once more in September, but sees reduced odds of further increases unless Middle East conflicts…
Focus France Macro Based on information available up to 31 August 2026 Please read carefully the important disclosures at the end of this publication. Towards the elections: fiscal and political risks France will return to the polls in the spring of 2027…
France's public spending as a share of GDP remains among the highest in the euro area, ranking second in 2025 at 57.3% of GDP, driven by structurally elevated healthcare and social protection outlays, particularly pensions, which reached 13.4% of GDP in 2024.…
In July, global equities were flat to slightly higher as markets rotated from high-growth AI/tech names into value sectors like energy and financials. Commodities surged on Middle East tensions, with Brent oil briefly above $100. Bond yields rose on inflation…