May 11, 2023

As expected, the Bank of England increased interest rates by +25bps today, but it will have to contend with stickier-than-expected inflation ahead.

May 09, 2023

The shift to battery electric vehicles is a game changer for the European automotive industry. Alternative energy vehicle sales reached a record-breaking 4.4mn units in 2022, representing 47% of all new vehicle registrations in Europe.

May 05, 2023

The rapid tightening of financing conditions increasingly weighs on the housing market. Credit demand has weakened, and consumer confidence is low.

May 03, 2023

The crisis-related damage to labor markets has not been as bad as expected amid changing consumer preferences and spending behavior. Employment has increased by 2.3% relative to pre-crisis levels, especially in France and Spain.

Apr 28, 2023

Ahead of the next round of monetary policy meetings next week, continued banking sector stress raises the question of whether financial stability concerns might alter the policy rate path in the US and the Eurozone, allowing inflation to remain higher for longer.

Apr 26, 2023

In a context of higher inflation and financial instability on the one hand, and a just transition and deglobalization on the other, the drivers of Return on Equity (RoE) across geographies help identify risks and opportunities in equity markets.