Eurozone weekly economic briefing – A mixed start to the year
The news for Europe at the start of the year has been mixed. The spread of the Omicron variant has resulted in a predictable surge in infections, in many countries widely surpassing previous waves.
What you will learn:
- There are encouraging signs that this new variant is having a much milder impact, partly because of the increased protection offered by vaccines.
- This means lighter restrictions and a smaller economic impact than seen during the last winter wave.
- December PMIs confirm the notion of a slowing eurozone economy at end-2021, with Germany being the country hit hardest.
Tags:
Related research
Post
Japan’s fiscal policy will remain loose, which increases risks to debt sustainabilit
We've changed our fiscal outlook for Japan in our December forecast round. We now expect the new government to set a primary deficit close to that of 2024, at 2%-3% of GDP for 2025-2027, instead of restoring a balanced budget by taking advantage of strong tax revenue. We assume higher bond yields will force the government to take measures to reduce the deficit from 2028.
Find Out More
Post
US Key Themes 2026: Exceptionalism amid fragmentation
US exceptionalism is alive and well, and that won't change in 2026.
Find Out More
