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Below is a list of our Eurozone Publications for the last 6 months. If you are looking for reports older than 6 months please email email@example.com, or contact your account rep
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The PMIs point to a sustained, and strong, expan- sion in EZ economic activity at the start of Q3. The renewed surge in virus cases is a threat to the lofty consensus Q3...
The ECB formally presented its new inflation target yesterday, and updated the forward guidance on rates attached to it.
Today's ECB meeting was supposed to be a snoozer, in which the council goes on holiday with the message that it will hold off making any major decisions on the pace of...
This is not, on the face of it, the best time to take a step back and look at the prospects for net exports in the Eurozone in a post-Covid world.
Virus cases fell throughout the second quarter, allowing EZ governments to ease restrictions and the economy to roar back to life.
Judging by the questions we're receiving from readers, and reports in the financial news, the outcome of the ECB's strategic policy review is now starting to occupy investors'...
Yesterday's advance CPI data in the Eurozone broadly confirmed our expectations.
Data on Friday showed that money supply growth in the Eurozone slowed further midway through Q2. Broad money, M3, rose by 8.4% year-over-year in May, easing from a 9.4% increase...
The evidence continues to support our own and consensus forecasts that the euro area economy is roaring back to life in the second quarter.
European Commission President Ursula von der Leyen is currently on tour in Europe, negotiating with national governments on the final makeup of the spending plans for the...
Yesterday's decision by the SNB to keep its policy rate unchanged, at -0.75%, was widely expected.
The Swiss National Bank (SNB) will keep its powder dry today and leave its policy rate at -0.75%, a number we recommend investors get used to.
In preview, we still think the central bank is setting the bar a bit too high.
In any given quarter, the change in the unemployment rate can be derived by the difference between the change in employment and the change in the size of the labour force as a...
The ECB conformed to our expectations yesterday, guiding markets towards unchanged and ample accommodation through Q3.
The best way to explain the ECB's position, ahead of today's policy decision, is that the central bank has plenty of circumstantial evidence that a strong recovery has begun,...
Data yesterday showed that the euro area economy did better than initially estimated at the start of the year, contrary to our expectations, though the main story didn't change.
If the PMIs are right, services activity in the Eurozone rebounded strongly midway through the second quarter, as virus restrictions were eased.
In this Monitor, we are introducing our coverage of the Swiss economy, with a look at the recent Q1 GDP numbers, and an outlook for the rest of the year.
Inflation in the euro area increased further midway through the second quarter.
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