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Help! The English have lost their sense of humor!

Help! The English have lost their sense of humor!

🕔11:02, 17.Jun 2019

Monitor Brexit with the ‘OpinioPro Brexit Search Index’ Brexit and OpinioPro Brexit Monitor. Internet search for ‘brexit’ made an incredible peak in 2016 and returned in the limelight around the deadline in 2019. Context level: The peak of 260.000 would

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Italy: EC paves way for excessive deficit procedure

Italy: EC paves way for excessive deficit procedure

🕔04:02, 8.Jun 2019

This week, the European Commission concluded that a debt-based Excessive Deficit Procedure (EDP) against Italy is warranted. However, the final decision on whether to open proceedings against Italy will be taken by finance ministers and heads of government in the

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ECB looks at risks

ECB looks at risks

🕔04:02, 7.Jun 2019

ECB Council Meeting As expected, the Governing Council of the ECB did not decide to change key ECB interest rates at today's meeting. However, the guidance was changed somewhat surprisingly today. Whereas the ECB had previously promised the markets unchanged

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CEE Market Insights

CEE Market Insights

🕔04:08, 5.Jun 2019

CEE currencies became more attractive as the lack of room to ease rates domestically met with decreasing rate expectations on major markets. The Czech koruna seems to be the slight exception, as rate expectations are also easing there, given the

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In Europe, The Politics Thicken

In Europe, The Politics Thicken

🕔07:00, 1.Jun 2019

Weekly Economic Commentary The European Union (EU) is a political and economic union borne after World War II of a desire for harmony in a scarred and divided European continent. The original concept was founded on the hope that it

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European elections: a pivotal time

European elections: a pivotal time

🕔05:00, 30.May 2019

Due to take place on 23-26 May, the European Parliamentary (EP) elections are approaching fast. The final results will be communicated in the evening of 26 May At the time of writing, if polls are correct (1), the two mainstream

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European Elections outcome: a more fragmented Parliament with a still pro-European majority

European Elections outcome: a more fragmented Parliament with a still pro-European majority

🕔14:02, 28.May 2019

Market Commentary Eurosceptics gained considerably in the European elections and the informal pro-European coalition of Conservatives and Socialists lost its majority. However, concerns about a landslide victory for the Eurosceptics did not materialize. A pro-European majority can still be engineered

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European Parliament elections: More noise but some signals

European Parliament elections: More noise but some signals

🕔10:31, 17.May 2019

Key points Populists look set to make strong gains at the European elections but our expectation is that centrists will continue to dominate Political fragmentation will likely make the European Parliament less predictable, allowing strategic/temporary alignment of diverse political forces

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Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔13:02, 13.May 2019

European survey and hard data present a mixed economic picture; meanwhile, political risks remain elevated intra-Europe and with the rest of the world. We expect a turn in the global industrial cycle to bolster growth in Europe over the coming

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Outlook for economy recovers only slowly

Outlook for economy recovers only slowly

🕔04:05, 11.May 2019

Week Ahead Focus: New Yield Forecasts  On interest rate markets, concerns about an economic slowdown that goes beyond its current magnitude continue to prevail. Sentiment and risks, rather than available data, are crucial. In fact, first quarter GDP growth in

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European elections: a pivotal time

European elections: a pivotal time

🕔13:02, 10.May 2019

Europe Insights Due to take place on 23-26 May, the European Parliamentary (EP) elections are approaching fast. The final results will be communicated in the evening of 26 May At the time of writing, if polls are correct (1), the

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Index Dashboard: Europe

Index Dashboard: Europe

🕔13:02, 1.May 2019

Shrugging off slowing growth and uninspiring economic data, European equities continued to ride a “risk on” wave in April. The S&P Europe 350 gained 4% on the month. With first-quarter earnings coming in better-than-feared for Europe’s blue-chips, and with further

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Back from the Brink—But What Next?

Back from the Brink—But What Next?

🕔13:02, 1.May 2019

Whiplash! Early October 2018 was only six months ago, but it may feel even more distant considering the 10-year yields in the U.S., Germany, and Japan were trading around 3.20%, 0.58%, and 0.16%, respectively. At the time, we provided our

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Trade troubles near Europe’s shores

Trade troubles near Europe’s shores

🕔13:02, 30.Apr 2019

Europe’s economy looks to be on the cusp of recovery – a potential support for the region’s lagging risk assets. Yet there is a key risk to our base case: Trade tensions between the U.S. and Europe may heat up

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A renewed spring in Europe’s step

A renewed spring in Europe’s step

🕔02:07, 30.Apr 2019

Macro and Market Perspectives April 2019 We expect Europe to shake off its current soft patch later this year, getting a boost from China’s stimulus efforts and any resulting rebound in global manufacturing. If the global growth backdrop improves and

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Card payments in Europe – current landscape and future prospects: a Eurosystem perspective

Card payments in Europe – current landscape and future prospects: a Eurosystem perspective

🕔15:21, 17.Apr 2019

The integration of the European retail payments markets has been going on for almost two decades. The Single Euro Payments Area (SEPA) is now a reality for over 500 million citizens using uniform credit transfers and direct debits. In contrast,

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Future of Europe – the Eurozone and the next recession

Future of Europe – the Eurozone and the next recession

🕔13:02, 16.Apr 2019

UBS House View Weekly — 15 April 2019 “Whatever it takes.” These words of Mario Draghi’s marked the inflection point in the last recession and paved the way to the present economic recovery. But as the euro celebrates its 20th

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ECB’s Governing Council communicates wait-and-see attitude

ECB’s Governing Council communicates wait-and-see attitude

🕔03:06, 11.Apr 2019

Short Note ECB As expected, no decisions were taken at today's meeting of the Governing Council. What the market had been waiting for were references to the specifications of the TLTRO-3 program – in particular, how the interest rate will

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Guide to the Markets

Guide to the Markets

🕔17:02, 10.Apr 2019 Read Full Article
Adverse scenario for the European Insurance and Occupational Pensions Authority’s EU-wide pension fund stress test and for the European Securities and Markets Authority’s money market fund stress-testing guidelines in 2019

Adverse scenario for the European Insurance and Occupational Pensions Authority’s EU-wide pension fund stress test and for the European Securities and Markets Authority’s money market fund stress-testing guidelines in 2019

🕔15:41, 3.Apr 2019

The European Supervisory Authorities, in cooperation with the European Systemic Risk Board (ESRB), are requested by legislation to use stress tests in order to assess the resilience of financial institutions or market participants to adverse market developments. As part of

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Small‑Caps Can Weather European Market Volatility

Small‑Caps Can Weather European Market Volatility

🕔14:02, 29.Mar 2019

Innovative Growth Companies Offer Resilient Quality. European equity markets are likely to remain volatile in 2019. Europe is home to many innovative growth companies that could perform well over the medium term.

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Groei eurozone zwakt af

Groei eurozone zwakt af

🕔14:02, 29.Mar 2019

De groei van de eurozone-economie zwakt af. Italië bevindt zich in een recessie, terwijl Duitsland deze nipt wist te vermijden. Andere eurolanden, zoals Spanje en Nederland, doen het beter. De binnenlandse bestedingen blijven daar op peil. De ECB zal de

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A contrarian view on Europe

A contrarian view on Europe

🕔15:02, 23.Mar 2019

Economic clouds are somewhat darker in Europe compared to this time last year, but we are not subscribers to the notion of an economic Armageddon. European equity markets are trading well below levels seen at the end of 2017 as

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Brexit: an agreement is now more likely, but be aware of a no deal risk, not priced in

Brexit: an agreement is now more likely, but be aware of a no deal risk, not priced in

🕔13:00, 13.Mar 2019

Investment Talks Developments and scenarios ahead: This is probably the most decisive week for Brexit and the situation is still rapidly evolving. Last night, Mrs. May and Mr. Juncker announced an agreement on the most controversial part of the Brexit

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Dear Eurozone equities

Dear Eurozone equities

🕔13:02, 7.Mar 2019

Dear Eurozone equities, you have been our main hope and we have favoured you since 2014. You have been a disappointment and have lagged global equities. You may appear cheap compared to other regions, but not versus your own history.

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Asset Allocation Consensus June

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Sign up on #OpinioPro to read all the latest research on #fixedincome, #assetallocation and so much more! Click here: https://t.co/90NYM4HBVh

In UBP's Monthly #Investment #Outlook they write: "After Q1 global weakness, world growth is expected to stabilise in Q2 and progressively recover moving into 2H19". Read the whole outlook here: https://t.co/jlNTFp5V6M

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