Research Briefing
Tensions between Russia and Ukraine continue to put pressure on energy prices, which remain at extremely high levels. Barring a...
ECB
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With eurozone inflation confirmed at a record-high of 5.0% y/y in December, the debate over how long upward price pressures...
The release of the ECB December meeting minutes confirmed that inflation remained at the forefront of the Governing Council’s discussions...
Research Briefing
The spread of Omicron across Europe will probably see a surge in infections over the coming weeks that could surpass...
Research Briefing
The ECB took significant steps to tighten its highly accommodative policy stance over the course of 2022 on the back...
Research Briefing
It appears to be a forgone conclusion that the ECB council will agree to end its Pandemic Emergency Purchase Programme...
Research Briefing
The health situation is deteriorating across Europe, prompting strongercontainment measures. Beyond the direct impact that renewed restrictions will have on...
Research Briefing
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in...
Research Briefing
The eurozone pushed on with a strong recovery in 2021, but in many ways that’s been the easy part. With...
Research Briefing
As Covid cases continue to rise in Europe, some governments have started to introduce new restrictions, while others have been...
Research Briefing
We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months...
Research Briefing
Monthly data continues to show a gradual but persistent slowdown in economic activity moving deeper into Q4. While we still...
Research Briefing
GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The...
Research Briefing
We don’t expect any policy changes to emerge from the October ECB meeting as key policy decisions are closely tied...
Research Briefing
The week was full of events that could potentially become policy shakers. While the PMIs showed economic growth keeps cooling,...
Research Briefing
The surge in European gas and electricity prices over recent months pushed energy prices to an all-time high in August,...
Research Briefing
We expect above-average growth in the eurozone over the coming quarters given the ample pent-up demand in the aftermath of...
Research Briefing
Profitability has staged an impressive recovery, but the rise in Q1 operating margins to a 12-year high materially overstates corporate...
Research Briefing
Eurozone inflation is set to push above the ECB’s 2% target for the first time since 2018. But we think...
Research Briefing
The eurozone is heading into a strong economic rebound this month, driven by a services sector boom as restrictions are...
