European April Flash PMI Preview
BOTTOM LINE: We expect the upcoming European flash PMIs (released on Friday, 22 April) to decline further in April, slightly… »
European Daily: Q&A on the Euro Area FCI
Our Euro area financial conditions index (FCI) has tightened about 60bp since mid-November, driven by higher long-term yields and lower… »
Europe Persistence Scorecard
INTRODUCTION The Europe Persistence Scorecard aims to differentiate skill from luck by examining the ability of active European equity funds… »
Fading peace prospects weigh on Euro, while surging US rates buoy dollar
The Euro finished the week at the bottom of the G10 rankings on concerns the war in Ukraine will not… »
European currencies rebound on hopes for a ceasefire in Ukraine war
The Euro, together with the Swedish Krona and the Swiss franc led the G10 rankings last week. The sense that… »
European Daily: The Case for a Riksbank Policy Shift
The Riksbank’s Executive Board signalled that rates will remain on hold until the second half of 2024, a dovish stance… »
Taking stock of the energy shock
A new shock to supply We had already seen supply constraints driving high inflation over the past year, fundamentally changing… »
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