Economics
13SEP 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.
Europe ex UK
Highlight
Economics
15OCT 2019
Economics
25JUL 2019
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.