Strategy & economics
29OCT 2019
Strategy & economics
31OCT 2019
Latest GDP data shows that France has helped the eurozone economy outperform the more pessimistic consensus forecasts. Whether Germany is in recession remains to be seen.
Strategy & economics
29OCT 2019
Strategy & economics
15OCT 2019
27SEP 2019
Strategy & economics
The likelihood of a no-deal Brexit has reduced, but uncertainty prevails in the UK. In the EU, economic activity has fallen to a six-year low.
12SEP 2019
Strategy & economics
At Mario Draghi’s final policy meeting, the gloomy European Central Bank lowered interest rates and restarted QE without limits.
31JUL 2019
Strategy & economics
A sluggish outlook and low inflation suggest the European Central Bank is inching towards further stimulus, which we don’t think will be enough.
25JUL 2019
Strategy & economics
The European Central Bank has inched towards additional stimulus, but its boost is likely to be marginal at best.
03MAY 2019
Strategy & economics
Looking back on a busy week of economic data and central bank decision-making
30APR 2019
Strategy & economics
The latest GDP figures show that domestic demand has remained resilient.
02APR 2019
Strategy & economics
Markets are unnerved by a sharp drop in European economic activity and political events – including Brexit – add to the disquiet. But are investors’ fears overblown?
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