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BoE: Only a matter of time

Just two weeks ago the outlook for BoE policy, in the near term at least, looked pretty boring. Having completed its latest slug of Gilt purchases in October last year, and having subsequently opted...

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The strong euro: Is it a game changer for the ECB?

Having strengthened steadily since last July, the euro has taken a breather in response to Draghi’s remarks following last week’s ECB Governing Council meeting. Most notably, by highlighting the downside risks to inflation...

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Quarterly Global Economic Outlook (Q1 2013)

One year ago, the euro area dominated market participants’ thoughts. As the economy buckled under the weight of fiscal austerity and banking sector stress, and several countries struggled to maintain bond market access...

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