The stronger-than-anticipated acceleration in Sweden’s headline CPI inflation is unlikely to derail the Riksbank’s plan to pivot to policy easing this year. In particular, base effects from lower energy prices a year…
According to BCA Research’s European Investment Strategy service, European tech stocks could outperform their US counterparts in the last leg of the rally. The tech sector is in a bubble in advanced economies. While it…
Signs that we are entering the last phase of a bubble are building up. Can European equities benefit from a new tech mania?
Could a second wave of global inflation be underway? The latest inflation prints in the US and UK showed upside surprises, while there is evidence of increased price pressures in global manufacturing. Combined with the improvements…
Energy security is a focus of many governments, especially since the onset of the Russia-Ukraine conflict. One producer that is benefitting from diversification away from Russian oil and gas is Norway. This is buffeting the trade…
In this Insight, we speculate on the outlook for the CHF.
The UK inflation release for January came in slightly softer than anticipated. Both headline and core CPI were unchanged on year-over-year basis at 4.0% and 5.1%, respectively – below expectations of slight accelerations.…
According to BCA Research’s Counterpoint service, European stocks will be the big winners of the 2020s. Every decade has a big loser and a big winner. Which stock market will be the winner through the remaining two-…
The German economy was a laggard at the end of last year, posting a 0.3% q/q real GDP contraction in Q4 2023 while the broader Eurozone economy stagnated. Importantly, while economists have been revising up their 2024 forecasts…
The Swiss franc is among the worst performing major currencies so far this year. This marks a reversal following its stellar performance last year. The Swiss National Bank’s (SNB) support for the domestic currency…