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Below is a full list of our Eurozone Publications.
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Equities are Still Detached from the Economy, for Good Reasons
18th Feb 2021 19:10Eurozone
This is our final report before we sign off for Christmas, and we'll use it to ask the question of what the consensus might be getting wrong about the economy next year.
23rd Dec 2020 19:10Eurozone
Data on Friday added to the evidence that the decline in EZ economic activity stabilised at the end of Q4.
20th Dec 2020 19:10Eurozone
Yesterday's final euro area PMIs for November all but confirmed that the the economy fell flat on its face midway through Q4.
3rd Dec 2020 19:10Eurozone
In our last two Monitors we painted the picture of a bright world in which Covid-19 is swiftly vanquished by a vaccine next year. In this Monitor, we'll plant our feet back on...
11th Nov 2020 19:10Eurozone
Yesterday's news that Pfizer's Covid-19 vaccine has a 90% effectiveness against the virus is unequivocally good news for the EZ economy, even if its positive impact...
9th Nov 2020 17:10Eurozone
Normally, we wouldn't pin our story on the fact that the PMIs are signalling a risk of outright contraction in the economy, but on this occasion we think the surveys are on...
4th Nov 2020 19:10Eurozone
Polls can be wrong, but we have to assume that Joe Biden will beat Donald Trump in today's election to become America's 46th president. If we are right, the people of...
2nd Nov 2020 19:10Eurozone
Yesterday's ECB meeting conformed to the consensus and our own expectations. The central bank left its main refinancing and deposit rates unchanged, at 0.00% and -0.5%...
29th Oct 2020 20:10Eurozone
This EZ calendar is extremely busy over the next few days, so we'll use this Monitor to preview the key numbers, before turning our focus on the ECB in tomorrow's report.
27th Oct 2020 20:10Eurozone
On a headline level, yesterday's IFO in Germany confirmed the main message from last week's PMIs.
26th Oct 2020 20:10Eurozone
The headline EZ data added to the evidence of a weakening recovery while we were away.
25th Oct 2020 20:10Eurozone
Covid-19 is a very different calamity from the shocks that stung the EZ economy during the financial and sovereign debt crises, but one thing hasn't changed.
12th Oct 2020 20:10Eurozone
Judging by the trend in investor sentiment, today's PMI data will look great.
22nd Sep 2020 20:10Eurozone
If we analyse the Covid-19 shock as a normal downturn, the clock has now been reset on the business cycle, which in turn implies that it is a great time to be invested in EZ...
24th Aug 2020 18:30Eurozone
Yesterday's EZ industrial production report conformed to expectations.
12th Aug 2020 20:10Eurozone
Yesterday's ZEW investor sentiment report in Germany provided an upside surprise.
11th Aug 2020 20:10Eurozone
Markets tend to look to Italy as the canary in the coalmine for signs of stress in the EZ economy and financial markets, but we recommend keeping a close eye on Spain too.
10th Aug 2020 20:10Eurozone
Friday's manufacturing and trade data added to the evidence of a solid rebound in the EZ economy at the end of Q2, as lockdowns were lifted.
9th Aug 2020 20:10Eurozone
Demand in German manufacturing rebounded powerfully at the end of the second quarter, accelerating from an initially modest rebound when lockdowns were lifted.
6th Aug 2020 20:10Eurozone
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