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Drop-In: China’s near and long-term economic headwinds

Drop-In: China’s near and long-term economic headwinds

Start date:

Thursday, May 12, 2022 - 10:00 BST

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Bank equities may not recover much in the near term

Capital Daily

Bank equities may not recover much in the near term

Big banks in the US have reported quite strong earnings in Q3 but, given our pessimistic view of the economy there, we doubt that their stocks will outperform much in the next couple of months.

19th October 2023 · 4 mins read

Stagflation to drag on, rates near peak

Europe Economic Outlook

Stagflation to drag on, rates near peak

We expect the mild recession in the euro-zone to drag on for the rest of the year. The drop-back in energy prices will provide some relief for households and companies but will be partly offset by...

21st June 2023 · 32 mins read

Emerging Asia Economics Update

Australian rates to keep rising near term but pause mid-2010

The Reserve Bank of Australia (RBA) raised its cash rate to 3.50% today, as expected. We still expect another hike in December but this is now not much firmer than a 50:50 call. The bigger picture is...

3rd November 2009 · 1 min read

Europe Economics Update

ECB set to disappoint markets in the near term

Interest rate expectations in the euro-zone have fallen sharply along with those elsewhere in recent weeks and are now pricing in a strong chance of an ECB rate cut this year. While we think that talk...

17th September 2008 · 1 min read

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Europe Drop-In: Why the ECB will cut rates by more than most expect

25th April 2024

FX Drop-In: What a stronger-for-longer dollar means for JPY and CNY

26th April 2024

Europe Drop-In: Germany’s economic future – Is the ‘sick man’ healing?

30th April 2024

Commodities Drop-In: Geopolitical risk and the commodities price outlook

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