Fundamental Analysis

Following the decision to extend the QE programme for another nine months in 2018, we do not expect the ECB to make any changes to its policy stance at its upcoming meeting. Instead, we think policyma...
Fundamental Analysis

Homebuilding activity was extremely solid in November, rising to its highest level since April 2012. Housing construction has remained resilient this year despite the 'one-two punch' of regulatory mea...