European Daily: BoE — How Different from the Fed?
■ The Bank of England’s cautious messaging at last week’s MPC meeting contrasts sharply with the Fed, which accelerated its… »
President Macron faces narrow path to reform given less favourable socio-economic conditions
Emmanuel Macron’s election victory on 24 April supports policy continuity for France (AA, stable) and for European integration, but popular… »
European Views: A Faster ECB Exit
1. Growth across the Euro area has so far held up better than expected since the onset of the war… »
European Daily: French Presidential Election—A Decisive Moment for France’s Policy Path
Incumbent President Emmanuel Macron will face far-right candidate Marine Le Pen in the run-off for the presidential election this coming… »
UK—Weaker Consumption But Still Growing
Signals from the UK activity indicators have been mixed lately and the combination of high inflationary pressures and falling consumer… »
Ukraine – Three scenarios, and a global slowdown
Quagmire the central case. The situation in Ukraine remains very fluid. Our central case assumes a protracted crisis, keeping the… »
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