Europe Economics Update Macron’s cross-party cabinet confirms focus on reform President Emmanuel Macron’s ministerial appointments suggest that he is serious about pushing through economic reforms. However, the challenge of the National Assembly elections looms large and it may... 18th May 2017 · 1 min read
UK Economics Update What does Macron’s victory mean for the UK? Emmanual Macron’s victory in Sunday’s French presidential election is potentially good news for the UK economy and might also provide the best background for the Brexit negotiations. 10th May 2017 · 1 min read
Europe Economics Update Can Macron succeed where others have failed? New French President Emmanuel Macron has a better chance than his predecessors of overhauling France’s sclerotic labour market and bloated public sector. But he may still have to dilute some of his... 10th May 2017 · 1 min read
Europe Economics Update Macron victory provides relief but challenges remain Yesterday’s election of centrist liberal Emmanuel Macron as the next French President bodes well for the revitalisation of France’s lacklustre economy and the European project more generally. But he... 8th May 2017 · 1 min read
Europe Economics Weekly Will Macron galvanise the French economy? Centrist liberal Emmanuel Macron looks set to comfortably defeat populist eurosceptic Marine Le Pen in Sunday’s final round of France’s presidential election and might even manage to secure a... 5th May 2017 · 1 min read
Europe Chart Pack A rising tide lifts all boats Survey data suggest that economic momentum among the major euro-zone economies has converged in 2017. Indeed, in April the spread between the Composite PMIs for Germany, France, Italy and Spain was... 4th May 2017 · 1 min read
Europe Economics Update Macron’s labour reforms now look more achievable Centrist presidential candidate Emmanuel Macron reaffirmed his proposals to overhaul the French labour market in last night’s head-to-head television debate with his rival Marine Le Pen. While his... 4th May 2017 · 1 min read
Europe Economics Update Has Marine Le Pen gone soft on “Frexit”? National Front presidential candidate Marine Le Pen has often been at pains throughout this election campaign to avoid the topic of a French exit from the European Union and the euro. But this is... 3rd May 2017 · 1 min read
Europe Economics Update Will France’s economy help Macron or Le Pen? We think that the French economy is in better shape than data released this week suggest. On balance, its underlying health should boost support for the centrist presidential candidate Emmanuel Macron... 28th April 2017 · 1 min read
Europe Data Response France, Spain & Austria GDP (Q1, 1st est.) Provisional Q1 GDP data for France, Spain and Austria suggest that euro-zone economic growth accelerated at the start of 2017. And the slower growth in France in Q1 should prove temporary. 28th April 2017 · 1 min read
Europe Economics Update Macron can’t rely on National Assembly support for reforms Even if centrist Emmanuel Macron wins the second round of the presidential election, his En Marche! party almost certainly won’t secure a majority in the National Assembly following June’s legislative... 27th April 2017 · 1 min read
Europe Economics Update Macron-Le Pen run-off raises hopes for French revival The opinion polls were right for once and a strong showing for centrist liberal reformer Emmanuel Macron in the first round of the French election has raised hopes of growth-boosting labour market... 24th April 2017 · 1 min read
Europe Economics Weekly Key questions about the French election After a tumultuous and ultimately nail-biting campaign, French voters head to the polls on Sunday to begin the process of electing their President. The opinion polls suggest that this first-round vote... 21st April 2017 · 1 min read
Europe Economics Update Would Marine Le Pen’s margin of defeat make a difference? Assuming that Marine Le Pen loses in the second round of the French presidential election, her most radical eurosceptic and protectionist policies will gain little traction at home over the next five... 20th April 2017 · 1 min read
Europe Economic Outlook Outlook has brightened despite political risk The euro-zone has continued to perform very well and we now expect growth to be stronger than the consensus forecast this year and next. Inflation has been lower than we had assumed, meaning that... 19th April 2017 · 1 min read
Europe Economics Focus How will the French economy fare after the election? France’s presidential election puts the country, and arguably the entire European Union, at a historic crossroads. The more likely path is one of liberal reforms that could boost growth and strengthen... 13th April 2017 · 1 min read
