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The Virus will Soon be History, but are Markets Pricing in Too Much?
13th Apr 2021 00:20Eurozone
Equities are Still Detached from the Economy, for Good Reasons
19th Feb 2021 00:10Eurozone
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...
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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