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      Germany: economy to rebound in 2024 on government, consumer spending after stagnation this year

      2/6/2023 Research EN

      Germany: economy to rebound in 2024 on government, consumer spending after stagnation this year

      Germany's economy will return to modest growth in the second half of this year helped by increased public spending, but elevated inflation and volatile net exports will ensure the recovery remains weak at least until 2024.

      French banks: sound credit profiles resilient against tighter financial conditions

      1/6/2023 Research EN

      French banks: sound credit profiles resilient against tighter financial conditions

      Pressure on French banks’ core profitability from tighter credit conditions is not denting their credit profiles. The recent round of results was solid and the prospect of better macroeconomic conditions in Europe is credit positive for the rest of 2023.

      Webinar: Falling NPL ratios hide rising vulnerabilities

      31/5/2023 Research EN

      Webinar: Falling NPL ratios hide rising vulnerabilities

      Tuesday, June 13th 2023 - 3:30 PM (CEST)

      Webinar: Performance review and outlook for Italian NPL ABS

      31/5/2023 Research EN

      Webinar: Performance review and outlook for Italian NPL ABS

      Wednesday, June 7th 2023 - 3:30 PM (CEST)

      Webinar: European real estate: prepare for more pain from higher yields

      31/5/2023 Research EN

      Webinar: European real estate: prepare for more pain from higher yields

      Tuesday, June 20th 2023 - 3:00 PM (CEST)

      Italian NPL collections: fewer DPOs, note sales pull down Q1 volumes

      30/5/2023 Research EN

      Italian NPL collections: fewer DPOs, note sales pull down Q1 volumes

      March Italian NPL collections increased by 33% on the month but were 23% and 28% lower than March 2021 and 2022, respectively. Meanwhile, first quarter 2023 volumes were 16% below the average of the same period of the previous two years.

      Turkey: Erdoğan’s re-election limits prospects for tackling economic challenges, unorthodox policies

      30/5/2023 Research EN

      Turkey: Erdoğan’s re-election limits prospects for tackling economic challenges, unorthodox policies

      Turkey’s economy remains exposed to a disorderly adjustment following President Recep Tayyip Erdoğan’s election victory, putting pressure on the lira and the country’s external accounts if unsustainable economic policies persist.

      Spain’s environmental governance challenge: regional elections take place amid rising climate risk

      26/5/2023 Research EN

      Spain’s environmental governance challenge: regional elections take place amid rising climate risk

      Spain is among the most environmentally exposed EU countries, needing to invest heavily to enhance climate resilience and meet climate commitments, but upcoming regional elections could complicate coordination of local, regional and national policies.

      The Wide Angle – Bank resolution: living wills should come with marriage contracts

      25/5/2023 Research EN

      The Wide Angle – Bank resolution: living wills should come with marriage contracts

      With yet another reassuring set of results behind them, Europe’s large banks look remote from resolution so now is a good time to reassess whether the existing resolution framework is still capable of delivering what it is expected of it.

      Spain’s regional elections offer chance for economic, fiscal reform; political fragmentation a risk

      25/5/2023 Research EN

      Spain’s regional elections offer chance for economic, fiscal reform; political fragmentation a risk

      Regional elections in Spain (A-/Stable) this Sunday will be crucial in determining how regional governments navigate complex economic and budgetary challenges, with important national implications given the regions’ ample political and fiscal autonomy.