Europe
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.
The DM Manufacturing/Services Divergence Continues…
On The UK’s Economic Outperformance…
Sound Household Balance Sheets Won’t Save The Eurozone…
The External Sector And NOK Idiosyncrasies…
Riksbank Eases Policy Further…
Is Eurozone Sentiment Getting A Reality Check…
In this report, we gauge the reasons behind the persistently weak Norwegian krone, despite what appears to be benign domestic economic conditions.