8/02/2023 Economy & Markets Macroeconomic Picture - February 2023 Macroeconomic Picture by area and Macro and Market forecast.
8/02/2023 Economy & Markets Market Scenarios and Risks - February 2023 We revise the probabilities of our alternative scenarios. Some of the risk factors we identify may occur in our central scenario, which is probably not...
3/01/2023 Economy & Markets A strained German economy can be good news for Europe The energy crisis resulting from the war in Ukraine has altered profoundly Europe’s economic performance and prospects.
3/01/2023 Economy & Markets Market Scenarios and Risks - January 2023 We maintain the probabilities of our scenarios unchanged. Some of the risk factors we identify may occur in our central scenario, which is probably not...
3/01/2023 Economy & Markets Macroeconomic Picture - January 2023 Macroeconomic Picture by area and Macro and Market forecast.
2/12/2022 Economy & Markets When fiscal policy puts the European institutions under pres... After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated....
2/12/2022 Economy & Markets Macroeconomic Picture - December 2022 Macroeconomic Picture by area and Macro and Market forecast.
2/12/2022 Economy & Markets Market Scenarios and Risks - December 2022 We maintain the probabilities of our scenarios unchanged. Some of the risk factors we identify may occur in our central scenario, which is probably not...
7/11/2022 Economy & Markets Macroeconomic Picture - November 2022 Macroeconomic Picture by area and Macro and Market forecast.
7/11/2022 Economy & Markets Market Scenarios and Risks - November 2022 We maintain the probabilities of our scenarios unchanged. Some of the risk factors we identify may occur in our central scenario, which is probably not...
7/11/2022 Economy & Markets False sense of security from easing energy prices Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures.
7/11/2022 Economy & Markets For the Fed, the impossible QT The Fed has started shrinking its balance sheet as part of its fight against elevated inflation.
12/10/2022 Economy & Markets Macroeconomic Picture - October 2022 Macroeconomic Picture by area and Macro and Market forecast.
12/10/2022 Economy & Markets Market Scenarios and Risks - October 2022 We maintain the content and probabilities of our scenarios. Note that some of the risk factors we identify may occur in our central scenario, which is...
12/10/2022 Economy & Markets Too early for a Fed pivot The flattening of the US yield curve will depend on the persistence of core inflation and on the impact of monetary tightening on growth.