Europe
Dear Client, This month’s Special Report has been written by my colleagues Mathieu Savary and Jeremie Peloso, of BCA’s European Investment Strategy service. The report was published in that service on September 26, and addressed the outlook for European…
Executive Summary For the first time in a decade, it is much less attractive to buy than to rent a home. In both the UK and US, the mortgage rate is now almost double the average rental yield. To reset the equilibrium between buying and renting a home,…
European Consumer Confidence Weakens Further…
Executive Summary Upward Repricing Of Bond Yields Continues
Upward Repricing Of Bond Yields Continues…
Is Sterling Near A Bottom…
Will Italy’s New Right-Wing Government Clash With The EU…
German Ifo Continues To Weaken…
European Credit After Central Bank Week…
Executive Summary What To Do With The Euro?
What To Do With The Euro…
UK Policy Mix Is Not Market Friendly…