The ECB attributes the high inflation expectations to the increase in demand

Posted on October 11, 2022 This week we have presentations from many members of the European Central Bank and from all the positions that exist on the entity’s Board. President Christine Lagarde will participate in the annual meeting of the International Monetary Fund in Washington and Philip R. Lane in the ECB conference on monetary policy. Starting Thursday, we will have inflation data for Germany, France and Spain and we need to watch the individual core component data closely as HICP inflation excluding energy and food is expected to be driven by a significant demand component. The retail sales of Germany in the month of August presented an interannual growth of -4.3%, worsening compared to the figure for the previous month (-2.6%), due to the continuous rumors of an economic recession in the Eurozone, which slows consumer habits. Despite this, the current figure was better than the figure estimated by market analysts (-5.1%). Inflation expectations are still high and it is becoming more of a demand-driven phenomenon than a supply-driven one. The ECB will continue to raise rates at a rapid pace, although the survey of consumer expectations can be taken on a positive note, which shows an expectation without changes in the time horizon of 12 months and 3 years. Inflation expectations remain high and the ECB reports attribute demand factors to the rise in prices, which has increased gradually over time. This implies that the opinion of the ‘hawks’ is the one that prevails in the ECB and that the entity should take the policy to a restrictive territory to curb said demand. INFORMATIONTitleThe ECB attributes high inflation expectations to increased demandDescriptionThis week we have presentations from many members of the European Central Bank and from all the positions that exist on the entity’s Board. Author GLOBALCAJA

Hritik Verma: