Tag Archives: Europe

Dutch Dam Against Anti-Euro Tide

In the End, No Surprise After the annus horribilis in which several elections resulted in unexpected outcomes (admittedly, without the much feared negative impact on asset prices), we have now had a result that is in line with recent polls … Continue reading

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Did Someone Say Earnings Growth?

Q4 earnings season in Europe has given investors something to cheer about. 75% of companies have reported to date, and the Q4 Earnings Per Share (EPS) are up 12.1% Y/Y. This is the strongest number since Q4 2013, with 7 … Continue reading

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How to Play Economic Acceleration

It has been a benign start to the year for investors. Stock markets have reached new all-time highs in the US and delivered strong positive returns across the board globally. Credit spreads in developed markets have tightened slightly, as the … Continue reading

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Eurozone: Noisy Politics, Steady Economics

Andrea Brasili is a Senior Economist in charge of providing analysis on macroeconomic issues. After Brexit and the US presidential election, a third ballot nightmare materialized in December when the Italian constitutional referendum ended in a wide defeat for Prime Minister Matteo … Continue reading

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European Fixed Income Outlook for 2017

Do you think we are at a turning point or regime shift for fixed income in 2017? Yes, we think so. We think that fiscal policy will play a much more important role going forward. We think that Central Banks … Continue reading

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