Part 2 : What impact is the crisis having?
The main challenge for the authorities at the moment is to …
Category: Economic outlook
Economic outlook S1 2021 | Short-term activity still dependent on health restrictions
Part 1 : Short-term activity still dependent on health restrictions
This winter’s COVID-19 resurgence across Western countries is leading to …
Macroeconomic focus – December 2020
Economic rebound
December’s flash (1)PMI surveys reveal a sharp rebound in eurozone business activity. The composite PMI rose from …
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 …
