Analysis On Fixed Income, Fx & Equity Markets
Switzerland
Switzerland's banking system looks set to enjoy broad stability as cantonal banks maintain their conservative lending practices while conditions for the two grossbanken, UBS and ...
2010-08-20Germany
Germany's robust rate of economic expansion will not be sustainable over coming quarters. A deteriorating external environment spurred by fiscal consolidation, deflating credit and...
2010-08-17Turkey
Turkey's decision to delay the implementation of the 'fiscal rule' highlights growing risks to the country's macroeconomic profile. Nevertheless, we believe that such risks have already...
2010-08-16Germany
The re-pricing of risk in the eurozone since late June has seen European markets head substantially higher in recent weeks, with several key equity indices currently up against major...
2010-08-03Russia
BMI View: The replacement of the Republic of Bashkortostan's veteran president, Murtaza Rakhimov, should allow the Kremlin to exert greater control over the oil-rich republic. With...
2010-07-20Germany
The lower-than-expected take up of ECB three-month loans by banks on June 30 signals that fewer banks are now dependent on short-term financing from the lender of last resort in the...
2010-07-01Germany
The erosion of economic competitiveness in several (mostly Southern) eurozone economies since the inception of the euro means that a prolonged deflationary cycle will be necessary to...
2010-06-23Germany
For some time now we have been growing increasingly concerned that rising interbank lending rates in the eurozone could have a severely negative impact on the European banking sector....
2010-06-10
