Europe Country Risk Views

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Domestic Growth Drivers To Improve

German domestic demand will recover from a poor Q413 in early 2014, despite weaker external demand from emerging markets. We maintain our above-consensus real GDP growth forecast of 1.9% for this...

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Yanukovych's Support Base Crumbling

Ukraine's parliament passed new concessions to anti-government protestors on January 29, providing amnesty to protestors detained in the recent period of civil unrest. While the laws ostensibly...

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Regional Equity Strategy

We are up 1.5% on our bullish Spanish small caps view since it was entered in our asset class strategy on January 9 (played through the IBEXS index), and see potential for further gains over the next...

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