THINK economic and financial analysis
Economy

Europe

Share

THINK Ahead: The week the Transatlantic tables, chairs and everything else turned

THINK Ahead: The week the Transatlantic tables, chairs and everything else turned


James Smith’s guide to next week

James Smith, James Knightley and 4 others

THINK team Europe

Bert Colijn

Carsten Brzeski

Charlotte de Montpellier

Dimitry Fleming

Inga Fechner

James Knightley

James Smith

Jesse Norcross

Marcel Klok

Marieke Blom

Paolo Pizzoli

Peter Vanden Houte

Philippe Ledent

Sebastian Franke

Latest on Europe

The economic and political risks of re-arming Europe

The economic and political risks of re-arming Europe

Europe's expected defence boost is a challenge for debt-ridden countries
Rates
Rates: A volatile world warrants EUR steepeners

Rates: A volatile world warrants EUR steepeners

Our take on why the 5s10s should find itself steepening further going forward

Eurozone Quarterly

Eurozone Quarterly
Europe's running out of road
Eurozone Quarterly
Germany
Germany: how to make the economy great again
Eurozone Quarterly
France
France: political uncertainty will weigh on the economy
Real estate
The Netherlands
Why we're expecting a cautious recovery in Dutch commercial real estate
Why we're expecting a cautious recovery in Dutch commercial real estate
Eurozone inflation ticks down as weak demand curbs price increases
Eurozone inflation ticks down as weak demand curbs price increases
Real estate
Corporate Sector Coverage
Sustainability
Pathway to net zero: Tackling emissions in construction
Pathway to net zero: Tackling emissions in construction
France
Inflation falls sharply in France as consumer spending contracts
Inflation falls sharply in France as consumer spending contracts
Another ECB rate cut and then what?
Another ECB rate cut and then what?
It's a mad world
It's a mad world
Rates
Trade
The latest upside and downside risks to our global outlook
The latest upside and downside risks to our global outlook
United States
Trade
Europe to face first major 'America First' trade policy test
Europe to face first major 'America First' trade policy test

FX

More FX
FX
FX Talking
G10 FX Talking: Peak dollar strength in the second quarter
G10 FX Talking: Peak dollar strength in the second quarter
FX
Rates
January ECB cheat sheet: Expect the expected
January ECB cheat sheet: Expect the expected
FX
Sweden
Sweden's Riksbank rate cut cycle nears its end as economy shows signs of life
Sweden's Riksbank rate cut cycle nears its end as economy shows signs of life
FX
Rates
United States
...
Recent developments in the global economy
Recent developments in the global economy

Credit

More Credit
Report Credit
Euro Credit Supply: Another year of hefty EUR supply in 2025
Report Euro Credit Supply: Another year of hefty EUR supply in 2025
Report Credit
Financial Institutions
Euro Credit Supply: Record breaking corporate supply
Report Euro Credit Supply: Record breaking corporate supply
Credit
Financial Institutions
Five factors driving bank bond supply next year
Five factors driving bank bond supply next year
Credit
Financial Institutions
Life after TLTROs: Bank liquidity and funding will be tested in 2024
Life after TLTROs: Bank liquidity and funding will be tested in 2024