Economic rebound
December’s flash (1)PMI surveys reveal a sharp rebound in eurozone business activity. The composite PMI rose from …
Category: Economic outlook
Macroeconomic focus – November 2020
A smaller economic shock than in the spring
Eurozone (1)GDP figures for the third quarter show that growth rebounded a …
Economic outlook S2 2020 | Brisk post-lockdown rebound
Part 2 : brisk post-lockdown rebound
The post-lockdown rebound is occurring at a faster and stronger rate than consensus expectations. …
Market outlook S2 2020 | Unreasonable equity markets?
Part 5 : unreasonable equity markets?
We believe that the backdrop for equity markets remains favourable. Despite earnings outlooks being …
Market outlook S2 2020 | Hyperactive bond buying by central banks
Part 4 : hyperactive bond buying by central banks
Monetary policy can be expected to remain accommodative for some time …
Economic outlook S2 2020 | Long-lasting crisis effects versus continued massive economic support
Part 3 : long-lasting crisis effects versus continued massive economic support
Even if, by year-end, the economy is running much …
