Research Briefing
GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The...
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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 recent escalation of the conflict between Poland and the European Union has significantly increased the odds of a decisive...
Research Briefing
We estimate France’s fiscal deficit in 2022 will be around €40bn wider than projected by the government in its draft...
Research Briefing
Our Recovery Tracker suffered a setback at September’s end, falling 1.1pts to87.6 after reaching a new pandemic high two weeks...
Despite another shift in the Covid-19 situation across Europe, national governments have largely resisted imposing new lockdowns, and our short-term...
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
The federal election has seen a further fragmentation of the vote, which has left Germany with an inconclusive result. A...
Research Briefing
House price growth has gone from fast to faster across the eurozone, defying predictions of a pandemic-triggered downturn. This impressive...
Research Briefing
Recent political shifts have increased the odds of Germany loosening its tight national fiscal rules after the September elections, which...
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
Earlier in July, the European Commission put forward a concrete set of proposals aimed at providing substance to the EU’s...
Research Briefing
Our Recovery Tracker recorded a second consecutive mild contraction in the week ending July 25, falling 0.3pts to 85. This...
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
We expect the more transmissible Delta coronavirus variant will have a much lower impact on European economies than previous waves,...
Research Briefing
The eurozone labour market is heating up. We expect around 2 million jobs will be created from Q2 2021 until...
Research Briefing
Coronavirus and subsequent containment measures have weighed heavily on the economies of Europe’s major cities. However, the improving health situation,...
Research Briefing
For the first time in nearly a decade, Spain will see inflation average over 2% this year. Indeed, in the...
