30
Mar
Stagflation: a new challenge for the Euro zone
GDP growth at zero in the first half? Stagflation risks are back in full force. Household confidence is plummeting. New inflationary threats. Risk of three rate hikes in 2026. A weak euro. The rate shock is weighing on all financial assets.
Key points
- Q4 trend strongly called into question in Q1
- Will the GDP forecast for H1 be revised to zero?
- Leading indicators point to stagflation
- Consumer confidence plummets
- Inflation: Return of energy risks in 2026
- New ECB policy: 3 rate hikes in 2026?
- Rising bond yields and risk premiums
- The oil crisis weighs on the euro against the dollar
- The rate shock weighs on securitized real estate
- European stocks react to possible stagflation
