January 3, 2019
The power of the business cycle: 5 themes to keep in mind in the coming year
We started the year by giving a presentation on the key themes for 2019 at…
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December 5, 2018
A changing Europe monitor: The year ahead
We are halfway through the worst part of the business cycle, in our view. Activity…
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November 2, 2018
France: Trip notes
Real GDP growth slowed to 1.5% yoy in 3Q, from 1.7% yoy in 2Q. A…
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November 2, 2018
Eurozone: Business cycle update: halfway through the worst .
In our view, we are about halfway through the worst phase of the business cycle…
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October 11, 2018
Turkey: Balance of Payments
BoP consolidation according to plans The August current account data showed a surplus of USD2.6bn,…
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September 28, 2018
ITALY: Budget update
Last night it was announced to the press that there is a political agreement to…
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September 28, 2018
TURKEY: Better than total chaos, but…
The equity market has recently rallied, but remains down by 13.29% since the beginning of…
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September 28, 2018
Cryptocurrencies: Money supply update
The current total cryptocurrency money supply has been decreasing by $100 billion in just one…
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September 28, 2018
Czech Republic: Has the housing market peaked?
The central bank raised the 2-week repo rate by 25bps to 1.50%, in line with…
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September 28, 2018
US- Optimistic fed is no guarantee of smooth sailing
The Federal Reserve has raised the Fed funds by 25bps, as widely anticipated, bringing the…
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