Part 2 : brisk post-lockdown rebound
The post-lockdown rebound is occurring at a faster and stronger rate than consensus expectations. …
Category: Economic outlook
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 …
Economic outlook S2 2020 | An unpredictable epidemic but a return to full lockdown unlikely
Part 1 : an unpredictable epidemic but a return to full lockdown unlikely
Nearly nine months after COVID-19 first …
Macroeconomic focus – July 2020
An unprecedented European recovery plan
Most of the data available for the eurozone relates to May and only shows the …
