Eurozone | Recovery Tracker slows to a crawl heading into winter
Our eurozone Recovery Tracker recorded a small increase over the two weeks ended October 24, rising 0.3pts to 88.0, just shy of its post-pandemic high. The gain was driven by improvement in financial conditions and production; but, worryingly, the health situation is deteriorating again.
What you will learn:
- The glass-half-full view says that the recovery is on a solid footing and activity has reached close to pre-pandemic levels.
- The glass-half-empty view would counter that the recovery momentum has clearly faded in Q4 and the current stage of the recovery will be much slower and difficult as the easy gains have been exhausted.
- Our assessment is a synthesis of the two views.
Tags:
Related Services
Post
South Africa: Elections 2024 | ‘ANC & EFF’ election scenario
This briefing sets out the second of our four scenarios for South Africa's general election: the ANC wins only 40% of the vote and makes a coalition deal with the radical leftists of the EFF.
Find Out More
Post
Relative return index signals improving CRE attractiveness
Our latest global relative return index (RRI) signals that risk-adjusted investment opportunities in commercial real estate (CRE) should start to emerge this year before becoming more widespread in 2025. At this point, our baseline expected returns move higher than required returns, pushing the global all-property index above the 50 mark.
Find Out More