Europe
Euro Area GDP Surprises To The Upside…
Listen to a short summary of this report. Executive Summary US Lead On Mega-Sized Firms: Is A Peak Nigh?
America's Lead On Mega-Sized Companies: Is A Peak Nigh…
Executive Summary Italy’s right-wing alliance, led by Brothers of Italy, will likely outperform in the upcoming election. The new government will prioritize the economy, posing a risk to the EU’s united front against Russia. It is conducive to an…
Executive Summary EU Will Prioritize Natgas Storage
Energy Security Rolls Over EU's ESG Agenda…
The Global Investment Strategy service tactically downgraded equities in February but then upgraded them in May. The decision to upgrade equities to overweight in May was clearly premature, as stocks fell significantly in June. However, the rally in July…
Europe: In Search Of A Neutral Rate…
German Business Confidence Disappoints…
Executive Summary The ECB finally exited negative interest rates last week. In exchange for higher rates, the doves received an ambitious anti-fragmentation tool, the TPI. The ECB deposit rate is likely to reach between 1% and 1.5% by the summer of…
Global Food Crisis, Averted…
ECB Survey: Long Term Inflation Expectations Move Higher…