"巴黎银行：全球通胀展望-欧美无期望|宏观策略分析"

The document titled "Eurozone and US inflation – Not such great expectations" from Paris Bank's Global Macro Strategy provides a deep dive into the current state of inflation in Europe and the United States. The key message of the report is that sluggish inflation is not a uniquely European phenomenon, and the US is not much better than the eurozone in this respect. The differences between their core rates are attributed mostly to methodology. The report predicts weak inflation persisting in the third quarter, along with softening growth and doubts about central banks' toolkits, to continue weighing on inflation expectations. It also suggests that there may be some upside to core inflation in Q3, but overall, the outlook for inflation in both regions is not promising. The analysis in the report is based on the macroeconomic factors affecting inflation, including growth trends, central bank policies, and core inflation rates. It highlights the interconnectedness of the global economy and the impact of external factors on inflation expectations. The report provides a comprehensive overview of the current economic landscape in Europe and the United States, with a focus on inflation. It offers valuable insights into the factors influencing inflation and the implications for monetary policy and financial markets. Overall, the document offers a detailed and thorough analysis of the current state of inflation in Europe and the United States, providing a nuanced understanding of the factors at play and the potential implications for the future. It serves as a valuable resource for policymakers, economists, and investors seeking to understand and navigate the complex dynamics of inflation in the global economy.