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Below is a full list of our Eurozone Publications.
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Yesterday's French INSEE consumer confidence data provided a fascinating glimpse into the reality for households during these strange times. The headline index fell by...
28th Apr 2020 20:10Eurozone
This week's data will offer the first clear hard evidence of the Covid-19 shock to the EZ economy. Thursday's calendar is the main event, with advance Q1 GDP data, March...
27th Apr 2020 20:10Eurozone
Last week's European Council meeting provided little in the way of clarity over the likelihood of a jointly financed response to support economies through the Covid-19...
26th Apr 2020 20:10Eurozone
Yesterday's economic data provided the first glimpse of the crash in EZ sentiment at the start of Q2, ahead of today's more substantial barrage of numbers, including...
22nd Apr 2020 20:10Eurozone
European heads of states will convene tomorrow, virtually, in the Council to continue the debate on a joint and coordinated response to the Covid-19 epidemic. The meeting will...
21st Apr 2020 20:10Eurozone
As painful as it is, the decision to lock down economies to curb the spread of Covid-19 was easy. The next step, however, is considerably more difficult.
19th Apr 2020 20:10Eurozone
There are only two stories that matter for EZ investors at the moment, and neither of them is related to the economic data.
6th Apr 2020 20:10Eurozone
The coronavirus outbreak, by definition, will fade eventually, but we suspect the measures to combat it will be more long-lasting. In terms of sheer scale, EZ governments and the...
29th Mar 2020 20:10Eurozone
Economists' forecasts are changing almost as quickly as market prices these days, and not for the better.
22nd Mar 2020 20:10Eurozone
We have been on the ECB's case recently. The action taken at last week's official meeting--see here--fell short of market expectations, but more importantly, Ms....
19th Mar 2020 20:10Eurozone
EZ investors are still trying to come to grips with last week's terrifying price action, culminating in the 12.5% crash in equities on Thursday
15th Mar 2020 20:10Eurozone
Yesterday's ECB meeting was a tragedy in two acts. Markets were initially underwhelmed by the concrete measures unveiled, and they were then shell-shocked by Ms. Lagarde's...
12th Mar 2020 20:10Eurozone
The Fed paved the way with a 50bp emergency rate cut on March 3, with more to come.
11th Mar 2020 20:10Eurozone
It's still unclear how exactly Covid-19 will impact the euro area as a whole, but little doubt now remains that Italy's economy is in for a rough ride.
10th Mar 2020 20:10Eurozone
In this Monitor we'll let the data be, and try to make some sense of the recent market volatility from a Eurozone perspective, with an eye to the implications for the economy...
9th Mar 2020 20:10Eurozone
Leave it to an economist to tell contradictory stories; German manufacturing orders, at the start of the year, rose at their fastest pace since 2014, but it doesn't mean...
8th Mar 2020 20:10Eurozone
In today's Monitor, we'll let the economy be, and focus instead on what are fast becoming the two defining political issues for the EU and its new Commission, namely...
5th Mar 2020 19:10Eurozone
It will take a while for the economic data in the euro area fully to reflect the Covid-19 shock, but the incoming numbers paint an increasingly clear picture of an improving...
4th Mar 2020 19:10Eurozone
Markets were left somewhat disappointed yesterday by the G7 statement that central banks and finance ministers stand ready "to use all appropriate policy tools to achieve...
3rd Mar 2020 19:10Eurozone
We'll cover Friday's barrage of EZ economic data later in this Monitor, but first things first. We regret to inform readers that the ECB is behind the curve. Last week,...
1st Mar 2020 19:10Eurozone
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