Euro_Compass_Quarterly  2008-2011
CEE_Econ_Data


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31
34
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49
54
Key Eurozone Forecasts
Favorite Trades
Europe in a nutshell
Executive Summary
6 A mixed bag of surprises
The European Economist
8 Stress-testing our scenario for capex and employment
11 Economic slack adds more evidence to the divergence story
15 Can France follow Germany?
Inflation Watch
18 A few thoughts on core and food CPI
20 UniCredit Inflation Forecasts
The ECB Watcher
21 Exit in slow motion
ECB Most Watched
The Eurozone Economist’s Toolbox
European Central Banks Watch
31 BoE – On hold until 4Q 2011
32 SNB – Stuck between a rock and a hard place
33 Nordics – Central banks have less hurry on rates
Eurozone FI Strategizer
34 MM rates
35 The yield curve
Supply Corner
Eurozone Debt Structure
Eurozone FX Strategizer
44 Still time for big-wave surfers, not for free-climbers
FX Monitor: G-10 Monthly Change
FX Monitor: G-10 Implied Volatility Curves
Country Outlook
49 Germany – Normalization in 2H
50 France – A gradual easing in GDP momentum ahead
51 Italy – A solid 1H, slower growth until year end
52 Spain – Austerity bites
53 Austria – Strong recovery until the end of 2010, but momentum is weakening
UniCredit Forecasts
UniCredit