In case you missed it: Over-reaction and under-performance

The Bank of England doesn’t move, but did markets over-react? We tell you why we’ve changed our Malaysian ringgit and Swedish krona forecast. And don’t get carried away by the Eurozone’s recent strength; our new report asks whether it can ever escape its productivity rut.

In this bundle

Report

Can it last? The long awaited pickup in Eurozone productivity

As the Eurozone recovery matures, a more permanent pickup is not yet assured. In this major report, we note that major structural reforms have yet to take…

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United Kingdom

Bank of England stays on hold, but have markets overreacted?

As the Bank of England points to a possible rebound in economic growth and further wage rises, we think markets may have been too quick to write off a…

Sweden

Swedish krona: A forecast revision

We expect the battered Swedish krona to remain under pressure as global trade tensions, domestic politics and low summer liquidity weigh on the currency.…

Malaysia

Malaysia: Mahathir returns, uncertainty lingers

The lingering political and economic uncertainty ahead leads us to revise our end-2018 USD/MYR forecast to 4.05 from 3.84 previously

Hong Kong: Upgrading GDP growth for 2018

The extremely strong growth of the Hong Kong economy in 1Q18 surprised us. The growth mainly came from consumption created by the wealth effect from…

Switzerland

SNB rallies against “Vollgeld initiative”

The Swiss will vote on the “Vollgeld initiative” next month but according to polls, public opinion is still wavering and the central bank…