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The ECB cut by 25 bps as expected, bringing the deposit facility rate to 2.75%. Despite avoiding committing to a path for policy, President Lagarde reiterated the disinflationary process is “well on track”, and did not push against current market pricing,…
The January 2025 ECB bank lending survey saw a net tightening of credit standards in Q4 2024. Credit standards were tightened for business and consumer lending, and were roughly unchanged for home mortgage loans. Banks expect further tightening across all…
The January Ifo Business Climate index for Germany beat estimates, increasing to 85.1 vs. 84.7 in December. The increase came from the survey’s current assessment component, which increased a full point, as the expectations component missed estimates and…
Global risk assets are engulfed in a wave of euphoria, which is pulling Europe higher along the way. However, risks still abound. How should investors adjust their allocation to Europe under these highly uncertain conditions?
Our Emerging Markets strategists put together a hypothetical conversation between President Trump and Treasury Secretary nominee Scott Bessent on what economic policy would look like for the Trump 2.0 administration. Secretary Bessent is expected…
President Trump is about to be inaugurated. Investors often assume all his policies will hurt Europe, but the reality is more nuanced.
UK and German bonds are victims of the global bond market riots. Will European yields continue to move higher and will the euro and the pound find a floor anytime soon?
November factory orders in Germany widely missed estimates, falling by 5.4% m/m, worsening the 1.5% October decline. Excluding major orders, which often distort the overall picture, core new orders fell 1.7% y/y after growing 5.7% in October. The European…
This report takes you on a tour of Europe’s nuclear energy industry, assessing its current situation and possible future.
Our European Investment Strategy team published their annual outlook, outlining five key themes that will shape Europe’s economy and markets in 2025. Europe will enter a mild recession in H1 2025, but growth is expected to rebound quickly in the…