Research Briefing
The Eurozone economy has held up against geopolitical challenges but faces lacklustre growth in the near term, with global demand...
ECB
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Displaying 1 to 20 of 82 results
Research Briefing
We expect 10-year bund yields to increase towards 2.8% by late 2026, as the term premium remains around 1.1% and...
Research Briefing
After a year of weak activity, the eurozone economy should gain some momentum.
The 2024 US Presidential Election is less than seven months away. In this week’s Beyond the Headlines, Bernard Yaros, Lead...
Research Briefing
In our recent virtual roundtable event for commercial real estate, we discussed our expectation for eurozone interest rate cuts in...
Research Briefing
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Research Briefing
Latest data point to a delayed start to a consumer revival in the eurozone, but we see relatively low risk...
Research Briefing
After getting carried away at the turn of the year with the likely extent of Federal Reserve rate cuts in...
Research Briefing
The impact of Red Sea shipping disruption on the eurozone economy continues to be limited, in line with our baseline...
Research Briefing
We think the Riksbank will cut rates in May, before the Federal Reserve and the European Central Bank do so....
Research Briefing
A scenario where neither the Federal Reserve nor the European Central Bank cut rates in 2024 would reduce eurozone GDP...
Research Briefing
The European Central Bank's updated monetary policy framework retains key advantages of the previous system and in our view is...
Research Briefing
Even though incoming hard data on eurozone industry is still downbeat, leading indicators suggest that we're at a turning point....
Research Briefing
Our sentiment data suggests that the ECB's worries about sticky inflation driven by strong wage growth are misplaced. The sentiment...
Research Briefing
Our suite of nowcasting models corroborates our tepid near-term expectations for the hibernating eurozone economy, indicating Q1 growth will come...
Research Briefing
Disruption to shipping through the Red Sea now looks likely to keep transport costs elevated at least for the next...
Research Briefing
We think risk assets will underperform in 2024. We map out the implications of our key 2024 global macro themes...
Research Briefing
After a year of stagnating activity, the eurozone economy will continue to struggle to gain traction in the near term...
Research Briefing
We expect widespread declines in inflation and interest rates in 2024 across advanced economies. A key differentiator, however, is that...
Research Briefing
We expect weak consumer spending in the eurozone to persist throughout 2023 and into early 2024. Consumption has mainly been...
