Eurozone equities sold off 7% from their June 6 highs, according to MSCI indices. The surprise French legislative elections and renewed fears of populism and European Union exits are spooking investors. Yet, our European…
According to BCA Research’s Geopolitical Strategy service, the South African election presents a window of opportunity for productivity-boosting structural reforms, such as privatization, to coincide with monetary and…
European assets are selling off as investors panic about the upcoming French election. Is this panic justified, and if so, for how long?
Goods prices have been normalizing following the pandemic binge on goods spending. The May CPI release indicated that durable goods and nondurable goods prices both continued to contract. Investors and policymakers have thus…
On Wednesday, the European Commission announced it would impose tariffs ranging between 17% and 38% on imports of Chinese EVs starting next month. These duties will be applied on top of existing 10% across-the-board tariffs on…
According to BCA Research’s Geopolitical Strategy service, the European parliamentary election was not an earthquake. It saw an improvement in right-leaning political groups and a deterioration in both centrist and left-…
Europe did not witness a major policy reversal. Inflationary pressures are coming down, enabling the ECB to cut rates and European states to maintain soft budgets. Geopolitical challenges ensure that European parties continue to…
According to BCA Research’s Geopolitical Strategy service, Modi’s loss of a majority government reduces the odds for more reforms, but does not change the structural outlook. Modi comes out of the election with…