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Latest Eurozone Market Update

7 June 2013Economic Data Will Be Key for Gauging Central Bank Actions and Asset Price Performance - 7 June 2013

Nicola Mai

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Insights on the Eurozone

June 2013 Viewpoints New Test for Draghi’s Eurozone Promise

Andrew Bosomworth

May 2013 UK PERSPECTIVES UK Secular Outlook – Morphing into the Carney Era

Mike Amey

Constrained by fiscal policy and a weak secular outlook, the incumbent Bank of England Governor will be challenged to restore real growth to the economy.

May 2013 Secular Outlook Series - Issue 1 Europe’s Crossroads: The End of the Muddle Through?

Andrew Balls

May 2013 European Perspectives How to Turn the ECB Straggler into a Central Bank Pacemaker

Myles Bradshaw

We expect the ECB to make greater use of its balance sheet to tackle persistent low growth and significant disinflationary forces.

April 2013 Viewpoints Europe’s Sovereign Debt Problem: A Call for a Clear Destination

Andrew Bosomworth, John Henning Fock

Europe’s policymakers must provide guidance and define a clear destination to crowd in private capital and restore confidence over the longer term.

March 2013 UK PERSPECTIVES What happened to that export-led recovery?

Mike Amey

Given that UK domestic demand remains constrained by fiscal austerity, a banking sector still looking to deleverage and a consumer facing at best flat real income growth, it is likely that real GDP will struggle to get above 1% for the life of the current Parliament.

March 2013 Economic Outlook PIMCO Cyclical Outlook for Europe: Rising Political Risk and Ongoing Economic Weakness Challenge a Difficult Journey to Recovery

Andrew Balls

Looking ahead, it will continue to be a very bumpy journey as we anticipate economic contraction in the eurozone by -0.75% to -1.25% over the next year, hampered by growing political risk and fiscal tightening.

March 2013 Viewpoints What You Need to Know About the Cyprus Controversy

Mohamed A. El-Erian

February 2013 European Perspectives OMT: Watchdog for Spreads That Barks but May Not Bite

Lorenzo Pagani

Although the ECB’s OMT announcement has proven its mettle in crowding-in capital and raising investors’ confidence, investors should be mindful that it is simply a tool, not a solution.

January 2013 Viewpoints How to Track Italy’s Election Race

Nicola Mai, Myles Bradshaw

Understanding the political process and considering the possible election outcomes in Italy is essential for investors.

November 2012 Global Markets UK Perspectives: QE RIP?

Mike Amey

After some indications that quantitative easing (QE) has lost its bite, has QE reached the end of its useful life? We think not.