FEP - Europe: Key Themes To Watch In 2024

2024-02-01 05:59:00 ET

Summary

• We project that European economic activity will remain virtually stagnant, on average, during the first half of 2024.
• Central banks in CEE were generally more aggressive in responding to the sharp increase in inflation during 2022 and have started to cut policy rates in some of the largest economies in the region.
• Lower European energy demand, some of which is likely to be structural, and record-high gas storage levels have in early 2024 driven European wholesale gas prices to their lowest levels since January 2022.

We assess key dynamics shaping Europe's operational and investment environment in 2024....

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