Market Overview

Good news has been accumulating for several months. Growth accelerated in Q2, and surveys show a real improvement in future prospects. Less uncertainty over the euro zone economy has apparently...

Activity finally switched back to growth in the second quarter of 2013, posting, the first increase since late 2011. Domestic demand was a key factor behind this rebound, which may suggest that the...

Following general elections on 22 September, the Christian Democratic Union get very close to a super-majority its best score in more than 20 years. Nonetheless it lost its traditional ally the FDP...

With the 0.5% rebound in growth during the second quarter, plus the tangible improvement in confidence indicators over the past four to five months, more and more signs of economic recovery have been...

The pace of contraction of the GDP has further diminished in the second quarter, paving the way for some positive readings starting next quarter. The rebound in exports and better expectations make...

After more or less stabilising in Q2, the Spanish economy should start to recover from Q3 thanks to exports. PMI indices for August moved up above the expansion threshold in both industry and...

Private consumption alone is supporting growth. In the absence of other growth drivers, the economy is struggling to deliver even 2% growth. The government intends to launch infrastructure projects to...

India, alongside Indonesia, was the Asian country hit hardest by massive capital outflows this summer. Several factors fuelled this capital flight, including the country’s external vulnerability...

Despite the relapse of the past quarters, the Irish economy is on track to a lasting recovery. The real estate bubble has been completely absorbed, the unemployment rate has begun to decline and PMI...

Already present in late spring, financial pressures worsened over the summer months. Market expectations of the ending of the Fed’s ultra-accommodating monetary policy, combined with local...

The improvement of euro area’s surveys is going on, and the main engine of this improvement may not be the German economy anymore. The European Commission’s Economic Sentiment Indicator...

Traditionally, in the US and UK a 5-year anniversary would be celebrated with a gift of wood. It was meant to signify a strong/solidified relationship. In mid/late September of 2008 financial markets...

Last week, the Census Bureau, as part of their 2012 American Community Survey, published median income data for 2012. One question comes to mind: Is income tax widening the income gap which is slowing...

Inflation spigots are open and running 24/7…and an economy that needs to purge the excesses keeps resisting the inflation…Within this, we are in a phase where policy makers appear...