Oliver Wilkes

We are not expecting the planned fiscal policies of the government to derail the economy – we expect GDP to grow by 1.0% this year and by a decent 1.5% in both 2025 and 2026. Instead, the main...

The euro-zone appears to have lost some momentum and is likely to remain sluggish in the coming quarters. The core economies are the weakest, led by Germany which is probably in another technical...

We still think that a fading in services inflation and below-target CPI inflation will prompt the Bank of England to cut interest rates from 5.25% now to 3.00% by the end of 2025, rather than to 4.00%...