AI Monthly: As competition intensifies, Europe falls behind
Europe falls behind while the US leads AI race. Competition between companies is intensifying, too
Cross currency opportunities: EUR spreads to outperform USD counterparts
We expect USD spreads to underperform against EUR in 2021. Alongside this, we expect the cross-currency basis swap and 3m vs 6m roll to remain tight. In…
Reverse yankee supply outlook to reach up to €80bn
We have revised our reverse yankee supply outlook from our original forecast of €65bn to €80bn, but it is unlikely to exceed last year’s…
Latest reports from Germany show that the so-called window of opportunity to further Eurozone reform is closing quickly. Maybe it's already closed,…
How markets could react to Thursday's ECB meeting. Download the print-friendly infographic below
ECB:The long and winding road to normality
ECB starts gentle exit from QE
Four scenarios for markets at July's ECB meeting
La siccità del Reno mostra perché il commercio deve adattarsi al clima che…
Ora la siccità rallenta l’economia tedesca
Eurozona, giù le vendite al dettaglio: i consumi restano il punto debole
Unstoppable! German Ifo increases again in April
