Research Briefing
We think risk assets will underperform in 2024. We map out the implications of our key 2024 global macro themes...
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To meet the 2050 climate targets, the global sustainability and climate goals will require massive public and private investments of...
Investitionsverhalten bei nachhaltigen Finanzinstrumenten: Eine verhaltensökonomisch experimentelle Analyse von "ESG-Präferenzen" und deren Implikationen für Finanzinstitutionen und Politik.
Research Briefing
The acceleration in nominal wage growth rates in Central and Eastern European (CEE) economies over the past couple of quarters...
Research Briefing
We have long been expecting a dovish pivot from the ECB at the turn of the year as supply-driven core...
Research Briefing
The minutes from the July ECB meeting, when the bank ended the period of the negative interest rates in the...
Research Briefing
We expect eurozone services prices to continue to rise sharply over the summer as the sector's recovery progresses. The ECB...
Research Briefing
Along with energy prices, global food prices have emerged as a key driver of the eurozone's current inflationary surge. Like...
Research Briefing
The minutes from the April ECB meeting confirm the hawkish tilt initiated a few months ago continues to gain momentum....
Research Briefing
We have revised our 2022 eurozone inflation forecasts sharply higher, to 6.0%, since the start of the Ukraine war, as...
Research Briefing
The impact of a “limited” incursion by Russia into Ukraine would deal an unwelcome blow to the European economy via...
Research Briefing
The ECB's unexpectedly hawkish shift tone prompted a sizeable market reaction, with Italian 10-year bond yields rising 55bps, to 1.95%....
The February ECB meeting marked the beginning of a clear hawkish shift in the ECB’s policy outlook. Although the policy...
Research Briefing
The banking sector has proved resilient during the pandemic, and eurozone banks will continue to play a significant role supporting...
Research Briefing
Inflation prospects will again dominate the upcoming ECB meeting. We do not expect any clear policy signals or decisions given...
Research Briefing
Tensions between Russia and Ukraine continue to put pressure on energy prices, which remain at extremely high levels. Barring a...
Research Briefing
Our eurozone Recovery Tracker rose 1.4pts to 80.3 in the two weeks ending January 9. We view the reading with...
Research Briefing
We expect important changes to the EU’s fiscal governance framework, but no paradigm shift. Specifically, green and digital public investments...
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...
