ECB Preview—Ready For Liftoff
■ While the Euro area activity dataflow since the start of the war has been mixed, the incoming information points… »
ECB—More Urgency to Act
■ Recent ECB commentary suggests that the Governing Council is very likely to end QE at its June meeting and… »
Global Markets Daily: Why Defaults Won’t Rise, Even If the Economy Slows
■ The increasingly hawkish stance of monetary policy and heightened market volatility have focused investors on the prospect of a… »
Europe FX Forecast Revision
Most of the CEE currencies that we cover ended 2021 with small losses against the euro, with the Czech koruna… »
U.S. dollar underpins EM assets
We see the U.S. dollar stabilizing or weakening over the next six to 12 months. Two broad drivers – monetary… »
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