With euro zone inflation seemingly stable at the 2% target and the main policy rate also at 2%, if not most, ECB members seem to think that policy is in a pretty neutral...
The US tariffs’ impact on eurozone growth could be bigger than the models might suggest that inflation will be lower, and that the ECB will be pushed into at least one...
The demise of the US dollar this year, both in terms of its value and its perceived global status has prompted ECB President Christine Lagarde to declare that the euro...
There might be a number of reasons why the correlation between uncertainty and the US dollar has broken down.
Standard Bank’s longer-term call for euro/US dollar has been for the euro to steadily rise over time and we have talked about the 1.20-1.30 range as a target over the...
For the first time in a very long while, it has been European bond markets that have been the driving force globally, not treasuries.
The euro zone economy is generally expected to grow at a faster pace in 2025 than we saw in 2024. However, this view entails lots of risks, which is one reason why the...
The political crisis in France demonstrates that the euro zone is at an important crossroads.
The Stanrdard Bank currently pitches 2025 growth at 1.0%, which is short of the 1.3% the ECB anticipates and the 1.2% that forms the median projection of analysts...
In the euro zone, we’ve seen turmoil recently with Germany’s government collapsing and a budget crisis in France that government spokeswoman Maud Bregeon said could...
Now Mario Draghi is back twelve years later, not as ECB head, but to plead with EU leaders for another ‘whatever it takes’ commitment to pull the region out of a hole.
A cyclical economic recovery takes hold, the euro will claw back some lost ground, perhaps particularly against the US dollar.
In some ways we can look at the valuation of the dollar as something of a balancing act.
The UK and euro zone are going to stay in a very low-growth funk rather than bound out of the economic downturn as they did when Covid restrictions were lifted.
Growth in advanced economies in late 2022 and early 2023 slowed less than expected, as tight labor markets supported robust wage growth and prevented a sharper slowdown...
The euro zone economy and the euro are vulnerable to the Russia- Ukraine war.
There is a view that everybody loses from soaring inflation and hence picking out who has the most to lose has little meaning.
Stagflation is just about upon the euro zone, with inflation now at 10% and recession seemingly just around the corner. Euro zone asset prices, including the euro, will...
From skyrocketing inflation to possible gas shortages in winter, a range of factors is testing the resilience of the Eurozone economy.
There has been a theory that US ‘exceptionalism’ will permit a significant rally in the dollar against other advanced-country currencies.
Should Germany’s CDU party lose a place in the governing coalition after next Sunday’s federal election, it will be the first time that the party has not been a part of...
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