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Articles
Strategy Fundamentals point to a weaker euro
This has been a bleak month for the euro zone. A string of weak data releases, including flat region-wide GDP growth, and a contraction in Germany and Italy (the latter for the second quarter in a row, indicating recession), suggests the recovery not been (...)
Opinion Fitch: ECB Reduces Deflation Risk, But Impact May Be Limited
The ECB’s package of measures providing additional monetary policy accommodation reduces the risk of deflation in the eurozone, but it may not lift inflation from its very low levels, Fitch Ratings says.
Strategy What is the outlook for European equities at this stage of the business cycle?
The European equity market demonstrated its resilience in February, notching up gains despite the distractions of a change of prime minister in Italy, turmoil in Ukraine, and a largely underwhelming earnings season. There is ample scope for further share price gains to come (...)
Opinion Fitch: Eurozone Overshadows 2013 Emerging Europe Growth Outlook
In its newly-published Emerging Europe (EE) 2013 Outlook and Sovereign Review, Fitch Ratings says that positive rating actions in Emerging Europe sovereigns outweighed negative actions in 2012.
Interview Philippe Mills : « This year, half of the net buyers of French debt come from Asia and the Middle East »
What is the role of the French Treasury Agency (AFT)? Who holds the French debt? How are OAT and BTF issues conducted? Philip Mills, CEO of the French Treasury Agency answers Next Finance questions...
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