Research Briefing
Despite revising our labour supply projections up, the Eurozone's rapidly ageing population will lead to a 6% decline in potential...
European Central Bank
Filter content
Tag
Region
Research Briefing
A slower fall in services inflation will partially offset the relatively stronger disinflationary forces in goods prices. We do not...
Research Briefing
After the sharp falls in eurozone inflation recently, a series of rate cuts this year by the European Central Bank...
Research Briefing
We think risk assets will underperform in 2024. We map out the implications of our key 2024 global macro themes...
Research Briefing
Our measure of financial conditions has become less restrictive in the US and started to loosen in the eurozone and...
Research Briefing
After a year of stagnating activity, the eurozone economy will continue to struggle to gain traction in the near term...
One of our key macro calls for 2024 is our view that eurozone inflation will be lower than what the...
Recent European valuations data from MSCI for Q2 confirmed that capital values are still falling, but at a slower pace...
Research Briefing
We expect eurozone inflation will fall below the European Central Bank's target in H2 2024. This is one of our...
As term premia reprice higher, a modest increase in duration is warranted, however, we think the opportunities lie at the...
Research Briefing
Our view is that European commercial real estate (CRE) is not out of the woods yet, but things are looking...
Research Briefing
Most measures of inflation expectations eased in recent months, with the notable exceptions not as bad as they look. This...
Research Briefing
The ECB sent a clear and balanced message at its meeting this week despite the heightened market stress caused by...
Research Briefing
Though a correction in values is firmly underway for European commercial real estate markets, we believe the worst is yet...
Research Briefing
The Czech National Bank (CNB) kept the policy rate unchanged at 7% for the fourth consecutive meeting today, in line...
Research Briefing
Central banks have changed the way they react to economic conditions, largely focussing on current inflation and its impact on...
