Daniel Kral (@danielkral1) 's Twitter Profile
Daniel Kral

@danielkral1

Europe macro. Opinions my own. All of them.

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ID: 1171989673

calendar_today12-02-2013 13:34:29

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Daniel Kral
@danielkral1

3 months ago

Tensions in the Middle East mean a higher geopolitical risk premium on EU gas prices (reliant on LNG imports also via Hormuz Strait), up by 20% versus May and y/y. Energy prices have been the main disinflationary driver pulling latest ECB inflation forecast for 2026 to just 1.6%.

Tensions in the Middle East mean a higher geopolitical risk premium on EU gas prices (reliant on LNG imports also via Hormuz Strait), up by 20% versus May and y/y. Energy prices have been the main disinflationary driver pulling latest ECB inflation forecast for 2026 to just 1.6%.