🇪🇺 France's bond market is tightening for the ECB, with the 10-year near 5% and euro area inflation at 3.8%
🇪🇺 Berlin lifts its growth forecast to 1.3%, and Lane says the fiscal tailwind turns into a headwind
🇪🇺 Germany's industrial beat is a construction mirage, not a factory comeback
🇪🇺 Europe's PMI headline is hot, but the capital-intensive economy underneath it is already in recession
🇪🇺 Eurozone growth hit a three-year high, but Frankfurt is already arguing about what to do with it
🇪🇺 Eurozone inflation jumps to 3.8%, and Italy is pulling away from the rest
🇪🇺 Europe's factory floor is roaring back, right as France's bonds flash 2012
🇪🇺 Five eurozone countries just ran hot on inflation, and core is starting to move too
🇪🇺 Spain's CPI jump strains Lagarde's 'not yet embedded' inflation case
🇪🇺 Germany's own forecasters just broke the disinflation script for 2027
