Economic Growth
More Downside For Brazilian Equities…
Sweden Will Cut The Gordian Knot…
Ifo Expectations Augur Poorly For Eurozone Economy…
Our negative stance on European growth and assets is not devoid of risks. To gauge whether these risks warrant upgrading our growth outlook, we monitor Sweden closely. So, what is the current message from this Nordic economy?
In this Special Report, we assess the impact of monetary policy tightening on major economies. Interest rate sensitive GDP already slowed significantly in response to the aggressive rate hiking cycle. Despite the beginning of policy easing, our forward-looking indicators suggest monetary policy will continue to weigh on the economy.
On The UK’s Economic Outperformance…
Recession Call Intact Despite Easier Financial Conditions…
Ebbing Inflation Keeps BoC Easing On Track…
Riksbank Eases Policy Further…
Back To Square One
Back To…