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The Euro Glut is Alive and Well, in Fact, it Has Rarely Been Bigger
21st May 2021 00:20Eurozone
Conditions have Never Been Better for Equities, but Risks Loom in H2
11th May 2021 00:20Eurozone
The ECB Will Soon be Discussing When and How to Slow PEPP
5th May 2021 00:10Eurozone
The Virus will Soon be History, but are Markets Pricing in Too Much?
13th Apr 2021 00:20Eurozone
Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant
15th Mar 2021 00:10China+
Equities are Still Detached from the Economy, for Good Reasons
19th Feb 2021 00:10Eurozone
The last-minute trade deal signed with the E.U. has put a spring in the s tep of U.K. equities.
6th Jan 2021 18:00U.K.
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...
12th Nov 2020 00:10Eurozone
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 22:10Eurozone
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...
5th Nov 2020 00:10Eurozone
On a headline level, yesterday's IFO in Germany confirmed the main message from last week's PMIs.
27th Oct 2020 00:10Eurozone
The headline EZ data added to the evidence of a weakening recovery while we were away.
26th Oct 2020 00:10Eurozone
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