Economics

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Strategy & economics

12SEP 2019

Draghi's goodbye gift: QE until 2026?

At Mario Draghi’s final policy meeting, the gloomy European Central Bank lowered interest rates and restarted QE without limits.

Strategy & economics

06SEP 2019

2019

AUGUST

09AUG 2019

Strategy & economics

Will the UK economy slip into recession?

Disappointing GDP data shows the UK economy contracted in the second quarter and raises the risk of the country entering a technical recession.

05AUG 2019

Strategy & economics

Has Trump misjudged China?

With the yuan’s latest depreciation, China is upping the ante in its trade war with the US. This has significant market and economic implications.

JULY

31JUL 2019

Strategy & economics

Slowing eurozone needs fiscal boost

A sluggish outlook and low inflation suggest the European Central Bank is inching towards further stimulus, which we don’t think will be enough.

31JUL 2019

Strategy & economics

Why weaker pound has failed to turbocharge the economy

Without an increase in exports, the expected benefit from the currency depreciation is lost.

30JUL 2019

Strategy & economics

Bank of Japan officially enters the currency wars

The Bank of Japan’s stance at its July meeting is aimed at stopping the yen appreciating.

26JUL 2019

Strategy & economics

A cautious cut from the Russian central bank

We expect one further cut this year as inflation continues to decline.

25JUL 2019

Strategy & economics

Draghi readies bazooka, but will it fire blanks?

The European Central Bank has inched towards additional stimulus, but its boost is likely to be marginal at best.

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Nick Georgiadis

Nick Georgiadis

Head of DFM Team nick.georgiadis@cazenovecapital.com
Simon Cooper

Simon Cooper

Business Development Director simon.cooper@cazenovecapital.com