Part 1 : an unpredictable epidemic but a return to full lockdown unlikely
Nearly nine months after COVID-19 first …
Category: Economic outlook
Macroeconomic focus – July 2020
An unprecedented European recovery plan
Most of the data available for the eurozone relates to May and only shows the …
Macroeconomic focus – June 2020
Recovering economic activity and new support measures
June’s eurozone flash (1)PMI indices show a continuing rebound in activity, with the …
Macroeconomic focus – May 2020
Has the economy bottomed out?
The succession of lockdowns across Europe led to a collapse in eurozone GDP (1), which …
Market outlook S1 2020 | Is faster inflation for 2020 being under-estimated?
Part 5 : is faster inflation for 2020 being under-estimated?
Markets appear to be under-estimating the risk of US inflation …
Market outlook S1 2020 | How much upside in risky assets after their stellar 2019?
Part 4 : how much upside in risky assets after their stellar 2019?
Equities enjoyed an excellent year with momentum …
