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Industrial performance across Europe has varied widely in the wake of the pandemic. The main laggards, Germany and France, have shaped the overall...
Inflation prospects will again dominate the upcoming ECB meeting. We do not expect any clear policy signals or decisions given that the council made...
We expect important changes to the EU’s fiscal governance framework, but no paradigm shift. Specifically, green and digital public investments will...
Our new index of European real estate obsolescence finds that the Nordic countries have the lowest risk of obsolescence and are best placed for the...
The spread of Omicron across Europe coupled with the holiday season will probably result in a surge in infections over the next few weeks. This will...
The spread of Omicron across Europe will probably see a surge in infections over the coming weeks that could surpass all previous waves. Although...
The easing of the severe supply-chain bottlenecks that brought the eurozone’s industrial recovery to a standstill in early 2021 will be gradual, with...
We have revised down our near-term eurozone growth forecast, owing to deteriorating health conditions and the emergence of the Omicron variant. This...
With Covid infections rising rapidly again across Europe, the health situation is back under the spotlight. Governments across the region are...
The SPD, FDP and Green party have struck a deal to form the next German government, which should be in power by early-December. A first reading of...
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