Europe – Page 5 – GLOBAL MACRO INSIGHTS

The contagion of the US commercial real estate turmoil is spreading to Europe

Just weeks before resigning from his position as CEO of Deutsche Pfandbriefbank, Andreas Arndt is facing investor concerns, mainly due to loans granted by the...

Germany, the End of an Era

The manufacturing output of the largest European economy has been on a downward trend since 2017, and the decline is accelerating as competitiveness erodes.The foundations...

The ECB needs to set a course

Last week, several ECB members were responsible for pushing back expectations regarding the speed at which borrowing costs would decrease. The message got through, and...

The Boom in Oil Drilling in Russia Proves Moscow’s Resilience to Sanctions

Russia experienced a second year of record oil drilling in 2023, providing further evidence of the country’s resilience in the face of Western sanctions.The surge...

2024, a High Geopolitical Risk

After 2023, an excellent year for risky assets despite the war in Europe and the Middle East and an increasing confrontation between the United States...

The ECB Under Market Pressure

Inflation in the eurozone accelerated in December, highlighting the challenge of reaching the 2% target set by the European Central Bank as governments withdraw support...