Economic Research
Europe 2025
The path continues to clear for more BoE easing this year(October 22, 2025)（270KB）
BoE preview：A more straightforward decision for the divided MPC(September 12, 2025)（327KB）
UK – Government-led growth (but consolidation looms large)(August 14, 2025)（249KB）
BoE preview：Divided they cut(August 01, 2025)（360KB）
Euro area growth conditions are set to brighten(July 30, 2025)（241KB）
Our initial take on the US-EU trade deal(July 28, 2025)（316KB）
ECB preview – Time for a break(July 21, 2025)（413KB）
Decisive policy action has improved the balance of risks(March 26, 2025)（390KB）
Navigating uncertainty with limited room for manoeuvre(Ｍarch 19, 2025)（858KB）