Euro Area

Recent Publications

IIF Dispatch: Update on French Election

December 1, 2016

As expected after his clear first round victory, FranÃ§ois Fillon beat Alain Juppé in the French Republican primary runoff on November 27 with 66.5%

The Italian Constitutional Referendum

November 23, 2016

Italy to vote on reforms to limit the powers of the Senate We think a "No" vote is the most likely outcome PM Renzi likely to resign in the case of a

Draghi's Dashboard: Holding Off to December

October 19, 2016

At Thursday's meeting, the ECB Governing Council will face stubbornly low inflation despite an economic growth outlook that is slightly better than ex

IIF Dispatch: Update from Vienna

September 14, 2016

THE FAR-RIGHT FREEDOM PARTY SETS THE AGENDA Our September visit to Vienna coincided with announcements of a delay in the Presidential election re-run

Draghi's Dashboard: Wait-and-See

September 6, 2016

When the ECB Governing Council meets on Thursday, September 8, it will see a challenging landscape. The impact of Brexit on the region's financial mar

Weekly Insight: Policymakers at Work

Japan-policy announcements disappoint (again) India-off to the races Global PMI and IP-hints of improvement Oil-sliding prices, but underlying tren

Weekly Insight: Post-Brexit Uncertainty

Europe's banks under pressure China-RMB's post-Brexit weakness 1.' Nervous markets, record low bond yields: Post-Brexit markets are venturing furt

Brexit Damage Assessment

Europe is most affected by spillovers, the United States less so. More d

Weekly Insight: Bated Breath

1.' Markets betting on Bremain: ' With the momentum of poll results shifting back towards Bremain, the markets seem to have decided that ther

Draghi's Dashboard: The Waiting Game

As the ECB prepares for its monetary policy meeting on Thursday, June 2nd, the focus is likely to remain on the implementation of the various policy m

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