Research Briefing
We expect the Spanish and Portuguese economies will continue to be clear outperformers within a struggling eurozone this year. Spain...
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Research Briefing
A second Trump presidency could have a moderate impact on European growth based on our simulation of his proposed policies....
Research Briefing
We expect eurozone house prices will continue to slide through 2023 following back-to-back declines in Q1 2023 and Q4 2022....
Research Briefing
The expectation of a strong recovery in the tourism sector, coupled with the divergence between resilient services activity and a...
Research Briefing
The EU has approved a joint proposal from Spain and Portugal to cap gas prices used in electricity generation. The...
Research Briefing
Yesterday’s unexpected majority win for the Socialist Party paves the way for greater political stability in Portugal. This will simplify...
Research Briefing
Monthly data continues to show a gradual but persistent slowdown in economic activity moving deeper into Q4. While we still...
Research Briefing
Political turmoil in Portugal will delay the execution of some EU recovery funding and freeze key stimulus measures planned for...
