The Bank of England cut its policy rate by 25 bps to 4.5%, with two members of the MPC voting to cut 50 bps instead. The BoE acknowledged “substantial progress on disinflation”, driven by a tight policy stance and stabilized…
Markets and forecasters anticipate a “Golden Age” for Trump’s America, with US growth expectations soaring while the rest of the world lags. However, this extreme optimism means that there is a lot of room for disappointment. Cooling…
This week, our three screeners explore global small-cap value stocks, European equities, and BCA’s nuclear energy themed equity baskets.
The ECB cut its deposit rate to 2.75%, as was widely anticipated. President Christine Lagarde did not provide any fireworks, but the Governing Council’s message was clear: Policy is restrictive, and inflation will fall further. As a…
The ECB cut by 25 bps as expected, bringing the deposit facility rate to 2.75%. Despite avoiding committing to a path for policy, President Lagarde reiterated the disinflationary process is “well on track”, and did not push against…
Vous êtes cordialement invité(e) à rejoindre Jérémie Peloso pour un webcast présenté en français le mercredi 29 janvier à 10:00 AM EST (3:00 PM GMT, 4:00 PM CET).
Global risk assets are engulfed in a wave of euphoria, which is pulling Europe higher along the way. However, risks still abound. How should investors adjust their allocation to Europe under these highly uncertain conditions?
Our Chart Of The Week comes from Mathieu Savary, Chief Strategist of our European Investment Strategy service. Mathieu investigates why President Trump started his global trade offensive with an attack on Canada and Mexico, the US’…
President Trump is about to be inaugurated. Investors often assume all his policies will hurt Europe, but the reality is more nuanced.
UK inflation surprised to the downside in December. Headline inflation retreated below estimates to 2.5% y/y from an eight-month high of 2.6% in November. Core inflation also decreased below estimates, printing 3.2% vs. 3.5% in…