Europe ex UK

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Economics

15OCT 2019

How damaging are the latest interest rate cuts for European banks?

We take a look at how low or negative interest rates affect the banking sector and explain why some banks are worse hit than others.

2019

JULY

02JUL 2019

Economics

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

MAY

15MAY 2019

Economics

Germany returns to growth

Domestic demand remains solid as the international outlook darkens.

APRIL

30APR 2019

Economics

Eurozone growth rebounds as temporary headwinds fade

The latest GDP figures show that domestic demand has remained resilient.

04APR 2019

Economics

Is the ECB’s guidance to markets proving effective?

Delays in tightening monetary policy lead to comparisons with Japan as negative interest rates become the “new normal”.

MARCH

08MAR 2019

Economics

ECB’s rate rise delay is likely to hurt banks’ profitability

We now forecast the next interest rate rise will be in March 2020.

FEBRUARY

20FEB 2019

Economics

Are investors too pessimistic on European shares?

Some European markets seem priced for recession but economists still forecast growth for the region in 2019.

18FEB 2019

Economics

Infographic: A view of the world economy in February 2019

In this month's infographic we look at "unloved" European shares, the economic ties that bind China and Australia and update our emerging market view.