The UK’s Autumn 2023 statement
However, some fiscal relaxation may create some new, albeit muted, opportunities Multinationals should see a…
Martin BelchevDecember 7, 2023
The PSOE inches closer to heading a new government
Given ongoing negotiations between the PSOE and the Catalan ERC and Junts parties, acting PM…
Martin BelchevNovember 16, 2023
Geopolitical tensions and supply challenges raise gas prices
The recent uptick in gas prices highlights FrontierView's expectations that multinationals will continue to experience…
Martin BelchevOctober 26, 2023
The ECB’s recent hike reflect a shift in inflation expectations
Central banks are likely to begin the process of easing monetary policy at the end…
Martin BelchevSeptember 21, 2023
Upcoming budget consolidation in Germany
Ongoing fiscal consolidation confirms our expectations that domestic activity and demand through 2024 will remain…
Martin BelchevSeptember 14, 2023
Lending rates will remain elevated beyond 2024
While we continue to expect a gradual improvement in growth across Europe, multinationals should note…
Martin BelchevAugust 10, 2023
Spain’s elections fail to produce an outright winner
New elections remain the most likely outcome The PP’s and Vox’s weak performance in Spain's…
Martin BelchevJuly 27, 2023
Protests across France ease
Political repercussions of the protests may complicate planning into 2024 Ongoing protests in France should…
Martin BelchevJuly 6, 2023
Spain’s PM Sanchez announces snap elections
Despite the PP’s strong performance in municipal elections, it is highly unlikely that the party…
Martin BelchevJune 1, 2023
Lending rates in Europe are set to remain elevated
Monetary tightening has likely peaked, but rates are likely to stay higher for longer The…
Martin BelchevMay 18, 2023
Hungary’s outlook remains dim
Hungary’s foreign policy blunders and the Orban administration's oppressive domestic actions will have real ramifications…
Martin BelchevApril 20, 2023
SVB’s collapse and Credit Suisse’s troubles bring back painful memories of 2008
FrontierView's outlook hasn't changed, but risks persist, and direct exposure should be monitored Banking troubles…
Martin BelchevMarch 23, 2023
The UK and the EU reach a deal on the controversial Northern Ireland protocol
Red tape and customs checks relating to the NI protocol have been a key driver…
Martin BelchevMarch 2, 2023
The ECB and the BOE hike rates
Recent announcements, however, suggest a much more predictable environment is on the horizon The most…
Martin BelchevFebruary 9, 2023
The aftermath of the credit downgrade in Hungary
The HUF regains some strength amid positive signals of a political settlement, but risks remains…
Martin BelchevFebruary 3, 2023