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Europe

German Business Optimism Surprises To The Upside…
Cost Of Living Crisis Cripples UK Consumers…
A Flurry Of Hawkish ECB Comments…
Executive Summary Brent Stable As Demand + Supply Fall Brent Stable As Demand + Supply Fall…
Executive Summary A Good Time For A Pause In The Bond Bear Market A Good Time For A Pause In The Bond Bear Market…
European Cyclicals Remain Vulnerable…
Dear Client, Next week, there will not be a written European Investment Strategy report; instead we will host a Webcast on April 26 with Chester Ntonifor, BCA’s Foreign Exchange Strategist. Regards, Mathieu Savary Executive Summary Cyclicals Are Not…
Listen to a short summary of this report.     Executive Summary The Currency And Interest Rates: On A Collision Course? The Currency And Interest Rates: On A Collision Course…
ECB: Flexibility, Gradualism, Optionality…
Executive Summary Macron Still Favored, But Le Pen Cannot Be Ruled Out Le Pen And Other Hurdles (GeoRisk Update…