Strong money growth in Europe has raised concerns about inflation taking off. We have a different view.

The European Central Bank (ECB) didn’t follow other major central banks and refrained from cutting interest rates in response to the coronavirus outbreak. This signals a shift in the central bank’s preferred policy tools – read more.

The U.K. is set to head to the polls on December 12. Here are our key takeaways for the economy and markets.

Two decades after inception, the eurozone countries’ arranged marriage-type of union looks shaky at best, and now it is even more challenged by ongoing, global disruptive forces.

Come the fall, the ECB will likely deliver yet another easing package that could effectively deplete its monetary policy toolbox.

Eurostat’s recent revision of the HICPxT index could have two potentially wide-reaching effects for euro area inflation-linked bonds (ILB) investors.

We think Thursday’s downgraded growth assessment is a precursor to two changes in the ECB’s monetary policy stance later this year.

Will the ECB have sufficient firepower – and support from the population – to spur the economy when the next recession arrives?

We expect volatility, along with a potential rise in UK sovereign yields and strengthening of the pound.

We see a number of U.K. assets pricing in a relatively high chance of a disruptive Brexit.

In Europe, the secular risks appear to be materializing more quickly than expected, particularly in Italy.

Europe’s unconventional monetary policies and low levels of interest rates are likely to persist.

Investors in Europe are more optimistic than they have been in years, but there is growing concern that U.S. dollar weakness could make the euro too strong.