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Sep 03, 2018

EMU: Fiscal policy tailwind not sufficiently exploited

Thanks to favorable macroeconomic conditions, the consolidation of public finances in the eurozone has made some progress. Nevertheless, the from an economic point of view sunny times were not used sufficiently to repair the roof: Government debt in the eurozone is still well above pre-crisis levels, while in some highly indebted euro countries the decline from the debt mountain has only just begun.

Feb 06, 2018

No reason to panic

The recent collapse in the stock markets confirms expectations that the year 2018, which is likely to bring further interest rate hikes by the US central banks and the first steps towards normalization of monetary policy in the eurozone and Japan, will be accompanied by sharp fluctuations in prices.

Dec 15, 2017

Beyond populism

Mainstream election victories in 2017 made many observers believe that populism has peaked. Looking at longer-term trends that fuel political discontent and disorientation, we do not concur. The days when mainstream center-right and center-left parties smoothly alternated in power appear to be over. That does not mean that all risks are on the downside.

Oct 16, 2014

Market slump: Recession fears overdone

Having followed an upward trajectory with only minor fluctuations for some time, the financial markets recently found themselves engulfed by a new wave of uncertainty, triggering a slump in equities and other high-risk securities.

Jun 07, 2013

Financial markets: Uptick in yields - keep calm

Following the rise in government bond yields in recent weeks, talk of the turn of the interest rate cycle is doing the rounds.

Dec 19, 2012

Financial markets: Economic and financial market outlook 2013

On the economic front, 2012 was a turbulent year. In mid-year the eurozone was was staring a systemic crisis in the face. The economy slipped into recession and the global economy also sputtered. With growth of 2.3%, the world economy recorded the third lowest growth rate of the past ten years.

6 releases in total