Financial Economics

We believe that good economic research should support the investment process or funding decision whether short, medium or long-term by being ahead of the consensus and continually client focused. We strive to follow that belief in all our publications and across all geographies.

Daily Commentary

Daily Commentary is our daily update on the main moves of interest in the markets, set in the context of the incoming Market Newsflow.
 

Monthly Update

Monthly Interest Rate and Currency Market Updates
Our monthly updates provide a summary of the main developments and major market moves in the Euro and Sterling interest and exchange rate markets. We discuss the changes in the macroeconomic fundamentals and how they affect the near-term outlook for the various currencies and interest rate markets.

ECB Update

The Governing Council of the ECB provides a monthly update of its latest thinking via a prepared statement summarising its policy stance and a post-meeting press conference featuring questions and answers with members of the financial press. Each month we analyse the ECB's update and discuss what it means for the outlook for official interest rates in the euro zone

Latest Forecasts

The Focus on Markets contains our forecasts for official central bank interest rates, long-term interest rates as well as for the main currency pairs. But we also provide the forecasts here in table format for your convenience.

 

Quarterly Focus on Markets

Quarterly Focus on Markets is our flagship product on the financial markets. Every three months we undertake a comprehensive review of the performance and outlook for the US, Euro Area and UK economies and discuss the implications for official interest rates, long-term borrowing costs as well the major exchange rates.
 

Recent Articles

Our research is featured regularly in the media. You will find our latest articles in this section.

Ad-Hoc Updates

Ad-Hoc Updates are prepared occasionally to provide analysis of a particular theme or development, typically in the context of relevant macroeconomic data.