今天欧洲央行公布的会议纪要中有一条重要的声明。欧洲央行希望推迟市场对2024年降息预期的预测。成员对利率下降过低可能会过度放松金融条件表达担忧，因为消费通胀的工作尚未完成。以下是会议纪要中直接的内容：
"对市场剧烈调整波动引发的金融条件松动过度表示关切，这可能会破坏抗通胀的过程......普遍认为，重要的是在会后的沟通中不过度迎合市场预期。"

Minor economic data out of Europe had some light positives:
- French manufacturing production grew 0.3% MoM, industrial output in general grew 0.5% MoM
- Italian retail sales (vol) edged up 0.2% MoM.
- Both narrowly beat expectations
- House prices in the euro area tumbled -2.1% YoY in Q3 2023 (prev -1.5% YoY) despite edging up 0.3% QoQ.Is it possible that we have seen the worst of the decline in house prices in the euro area?
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