Our forecasts do not show any significant deindustrialisation over the next decades in Europe. However, Europe indeed faces substantial challenges...
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The 2024 US Presidential Election is less than seven months away. In this week’s Beyond the Headlines, Bernard Yaros, Lead...
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In our recent virtual roundtable event for commercial real estate, we discussed our expectation for eurozone interest rate cuts in...
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We see signs of an industrial recovery in the eurozone which bodes well for eurozone EPS growth and supports our...
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Latest data point to a delayed start to a consumer revival in the eurozone, but we see relatively low risk...
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More frequent adverse supply shocks mean eurozone inflation is likely to be more volatile and possibly higher on average in...
Research Briefing
After getting carried away at the turn of the year with the likely extent of Federal Reserve rate cuts in...
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Our new forecast assumes a slower euro appreciation against the dollar over the coming years than we previously anticipated. Relative...
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The impact of Red Sea shipping disruption on the eurozone economy continues to be limited, in line with our baseline...
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We think the Riksbank will cut rates in May, before the Federal Reserve and the European Central Bank do so....
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Profit margins in the eurozone have largely dropped back towards their long-term pre-pandemic average, after they increased faster than wages...
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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...
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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...
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We think that global real estate investment trust (REIT) prices will continue to grow in H1 on the expectation that...
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Disruption to shipping through the Red Sea now looks likely to keep transport costs elevated at least for the next...
Research Briefing
Weak demand, profit margin compression, easing pipeline pressures, and abating supply bottlenecks mean we see core goods inflation strongly coming down...
