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THINK Ahead: Wanted! A superhero to save the markets

THINK Ahead: Wanted! A superhero to save the markets


James Smith's look ahead to another blockbuster week for the global economy

James Smith, James Knightley and 4 others

THINK team Europe

Bert Colijn

Carsten Brzeski

Charlotte de Montpellier

Dimitry Fleming

Inga Fechner

James Knightley

James Smith

Jesse Norcross

Marcel Klok

Marieke Blom

Paolo Pizzoli

Peter Vanden Houte

Philippe Ledent

Sebastian Franke

Latest on Europe

Spain
Spain's industrial output shrinks but services support growth amid tariff pressure

Spain's industrial output shrinks but services support growth amid tariff pressure

Industrial activity slowing in Spain while services activity remains buoyant
ECB's March meeting minutes confirm diverging views on the timing of further cuts

ECB's March meeting minutes confirm diverging views on the timing of further cuts

Diverging views are emerging within the ECB when it comes to the timing of rate cuts

Eurozone Quarterly

Eurozone Quarterly
Europe's running out of road
Eurozone Quarterly
Germany
Germany: how to make the economy great again
Eurozone Quarterly
France
France: political uncertainty will weigh on the economy
Tariffs: Europe’s worst economic nightmare just came true
Tariffs: Europe’s worst economic nightmare just came true
'Beautiful' tariffs risk turning the growth outlook ugly
'Beautiful' tariffs risk turning the growth outlook ugly
Eurozone inflation drops further ahead of trade turmoil
Eurozone inflation drops further ahead of trade turmoil
Germany
Slowing German inflation paves the way for further rate cuts
Slowing German inflation paves the way for further rate cuts
10 answers to Trump's tariffs in our cut-out-and-keep THINK Ahead
10 answers to Trump's tariffs in our cut-out-and-keep THINK Ahead
Transport & Logistics
Trade
Importing European cars into the US? Prepare for a price shock
Importing European cars into the US? Prepare for a price shock
Eurozone sentiment weakens ahead of steeper tariffs
Eurozone sentiment weakens ahead of steeper tariffs
United Kingdom
UK Spring Statement: Chancellor avoids deeper bond sell-off but tough decisions loom in the autumn
UK Spring Statement: Chancellor avoids deeper bond sell-off but tough decisions loom in the autumn

FX

More FX
FX
FX Talking
G10 FX Talking: Re-rating the euro
G10 FX Talking: Re-rating the euro
Report FX
FX Talking
FX Talking: Dollar falls back to earth
Report FX Talking: Dollar falls back to earth
FX
FX Talking
FX Talking: Forecast table
FX Talking: Forecast table
FX
Sweden
Sweden's Riksbank likely done with rate cuts as economy bounces back
Sweden's Riksbank likely done with rate cuts as economy bounces back

Credit

More Credit
Credit
Where's the credit?
Where's the credit?
Report Credit
Euro Credit Supply: Another year of hefty EUR supply in 2025
Report Euro Credit Supply: Another year of hefty EUR supply in 2025
Report Credit
Financial Institutions
Euro Credit Supply: Record breaking corporate supply
Report Euro Credit Supply: Record breaking corporate supply
Credit
Financial Institutions
Five factors driving bank bond supply next year
Five factors driving bank bond supply next year