United Kingdom
Bank of England: No hikes?
Following the sharp decline in energy prices, we have removed our call for a rate hike.
Research
Bank of England: Hesitation
We expect the Bank of England’s MPC to keep the policy rate unchanged at 3.75%, pushing back our previous expectation of a rate increase at this meeting.
Research
EU to the rescue: EU-UK reset takes shape through targeted agreements
Starmer seeks to salvage his premiership by pushing for closer ties with Europe. The new agreements expected in July won't move the needle.
Research
Global Daily: Massive Life Support
“On massive life support” was Donald Trump’s characterisation of the US-Iran ceasefire yesterday...
Newsletter
The great electrification
The great electrification is reshaping the energy system of the EU at unprecedented speed.
In focus
Global Daily: The Little Red Hen
Markets are bulled-up this morning on prospects for peace in the Iran war. The S&P500 and NASDAQ closed at fresh all-time highs...
Newsletter