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THINK Ahead: Good cut, bad cut

THINK Ahead: Good cut, bad cut


James Smith on the upcoming central bank mega week

James Smith, James Knightley and 5 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

Eurozone industrial production unexpectedly nosedives in April

Eurozone industrial production unexpectedly nosedives in April

Eurozone industrial production drops on back of front-loading reversal
United Kingdom
Bank of England to keep rates on hold despite jobs market wobble

Bank of England to keep rates on hold despite jobs market wobble

We expect cuts in August and November

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
Our latest views on the major central banks
Our latest views on the major central banks
Ireland
Irish 'boom' disguises eurozone weakness
Irish 'boom' disguises eurozone weakness
United Kingdom
The UK’s deteriorating jobs market should ring alarm bells at the Bank of England
The UK’s deteriorating jobs market should ring alarm bells at the Bank of England
Rates
Rates: downside limits for yields, versus bigger room to the upside
Rates: downside limits for yields, versus bigger room to the upside
Italy
Italian industrial production sees surprise improvement in April
Italian industrial production sees surprise improvement in April
Commodities daily
France
Norway
United Kingdom
...
The Commodities Feed: US drilling slows further
The Commodities Feed: US drilling slows further
THINK Ahead: Is that your final answer?
THINK Ahead: Is that your final answer?
United Kingdom
Finding £20bn: The UK's hunt for cash as fiscal headroom evaporates
Finding £20bn: The UK's hunt for cash as fiscal headroom evaporates

FX

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Report FX
FX Talking
FX Talking: Will the real safe haven please stand up?
Report FX Talking: Will the real safe haven please stand up?
FX
United States
Listen: The Trump Effect - A global economy gripped by uncertainty
Listen: The Trump Effect - A global economy gripped by uncertainty
FX
Blom: The euro's unique chance to challenge the US dollar
FX
United States
Economics Live: Tariffs, Trump and Trade - What next for central banks?
Economics Live: Tariffs, Trump and Trade - What next for central banks?

Credit

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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