Monthly data continues to show a gradual but persistent slowdown in economic activity moving deeper into Q4. While we still expect the eurozone...
Italy | Draghi effect cannot last forever
Posted by Nicola Nobile on Nov 5, 2021
We remain sceptical that Draghi’s reform agenda will be fully delivered and consider a long-term improvement in Italy’s economic prospects as an...
UK | MPC’s hawkish shift puts spotlight on reversing QE
Posted by Andrew Goodwin on Oct 25, 2021
Rising odds of an early rate hike have brought the BoE’s guidance on when it will start reversing course on asset purchases into sharper focus....