ECB

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Economics

04APR 2019

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”.

Economic and Strategy Viewpoint

29MAR 2019

2018

DECEMBER

11DEC 2018

Markets

Outlook 2019: European commercial real estate

Demand for European commercial real estate is underpinned by an increase in technology and professional service jobs

AUGUST

22AUG 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - September 2018

We have trimmed our forecast for global growth for the second time this year, largely driven by cuts to Europe and Japan as well as escalating trade wars.

JULY

26JUL 2018

Markets

Euro corporate bonds: life after QE and rate hikes

We look at why investors shouldn't write off euro investment grade credit as the ECB considers tighter policy

JUNE

28JUN 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - July 2018

This month we look at intensifying trade wars, weakness in EM currencies and ask “what happened to eurozone growth?”

14JUN 2018

Economics

What next for Europe as ECB calls time on QE?

Interest rates are likely to remain on hold for another year, potentially causing tensions later in the year if inflation remains elevated.

01JUN 2018

Economics

Political upheaval in southern Europe poses greater risks for Italy than Spain

Spain’s Prime Minister Rajoy is ousted in a vote of no confidence, while populists take power in Italy.

MAY

02MAY 2018

Economics

Is this the end of the eurozone recovery?

Quickview: Eurozone GDP growth slows, but adverse weather is probably to blame.