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
Record-low Rhine levels are another warning that supply chains must adapt
Listen: Will US-Japan FX intervention be effective?
THINK Ahead: This is what’s really keeping central banks up at night
Unstoppable! German Ifo increases again in April
