Nordic & Swiss Economic Outlook Policymakers to push the boundaries of policy easing We think that a combination of policy loosening by major central banks, an increase in investor risk aversion, and mounting trade tensions will lead to bond yields in Switzerland and the Nordics... 17th July 2019 · 22 mins read
Europe Economic Outlook ECB to try QE again Economic growth is likely to remain anaemic this year and to slow further in 2020 even if downside risks, such as a US auto tariff or no-deal Brexit, do not materialise. The downturn in the German... 16th July 2019 · 34 mins read
Nordic & Swiss Chart Pack Switzerland calls the EC’s bluff Given the parallels with Brexit, the recent escalation in the spat between the EU and Switzerland has filled many column inches over the past month. (To re-cap, after the Swiss government refused to... 12th July 2019 · 10 mins read
Europe Data Response Euro-zone Retail Sales (May) May’s euro-zone retail sales data were weaker than expected and support our view that GDP growth in the bloc slowed to 0.2% q/q in Q2. Looking ahead, lower inflation is likely to raise households’... 4th July 2019 · 2 mins read
Europe Economics Update Portugal’s outlook still bright, but debt worryingly high Portugal recovered well from the euro-zone crisis and its economy is set to record above-trend growth for the rest of this year and next. But its high public and private debt levels suggest that it is... 27th June 2019 · 3 mins read
