Category: Banking
Europe Banking
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Macro - Country Economic Forecasts - France
... broadly match what was already part of our baseline. We've revised GDP growth for next year down slightly, from 1.0% to 0.8%, since global growth will be weaker and higher uncertainty will weigh on investment. Read More
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Macro - Country Economic Forecasts - Ireland
... Irish exports of pharmaceutical products to the US will soon be subject to a 25% tariff, similar to other sectoral tariffs. We estimate this will reduce end-2026 Irish goods exports by 4%. Of course, uncertainty ... Read More
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Macro - Country Economic Forecasts - Spain
... current trade war with the US than other European countries, and activity will continue to be propped up by a strong tourism sector and consumer spending. However, we have lowered our GDP growth forecast for ... Read More
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Macro - Country Economic Forecasts - Portugal
... revision. Still, our growth forecasts are consistent with Portugal continuing to outperform most other EU countries. Healthy income growth and a step-up in spending under the EU's Recovery and Resilience Facility support the outlook, although ... Read More
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Macro - Weekly Briefings - United Kingdom
... pay growth. Evidence on the likely impact of this month's national insurance and national living wage rises has been mixed. Redundancy notifications remain low, but vacancies and the number of payrolled employees fell in March. Read More
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Macro - Country Economic Forecasts - Greece
... The US administration's erratic trade policy prompts a downward revision of our GDP growth forecast for Greece. This primarily reflects reduced goods exports and fixed investment, as tariff-related uncertainty persuades firms to delay investment projects. Read More
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Macro - Country Economic Forecasts - Germany
... in 2026. This stability reflects the positive effects of the initial impact from Germany's fiscal sea change offset by the weaker and more uncertain global backdrop in light of the shifts in US trade policy. Read More
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Macro - Country Economic Forecasts - Austria
... gradually improving towards year-end. US tariffs on EU goods, particularly the 25% tariffs on cars, pose significant headwinds for Austrian industry. We expect this to be partially offset by increased German fiscal spending next year, ... Read More
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Macro - Country Economic Forecasts - Italy
... reluctant to invest, so we envisage slower growth further ahead. We think the US will maintain a 10% blanket tariff on its imports from the European Union, making direct exports more expensive and lowering demand ... Read More
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Macro - Country Economic Forecasts - United Kingdom
... prolonged period of trade policy uncertainty will weigh on capital spending. Though a stronger-than-expected Q1 means our 2025 UK GDP growth forecast is unchanged at 1%, we've cut our 2026 forecast by 0.6ppts to 0.9%. Read More
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Macro - Country Economic Forecasts - Finland
... being higher trade protectionism. The announced increase in defence spending won't have a notable impact on growth due to high import leakage and low multipliers, but will mean difficult fiscal choices. We expect growth of ... Read More
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Consumer Lending
... (Japan), and Tesco Bank and Vanquis Banking Group (both based in the UK). COMPETITIVE LANDSCAPE Demand is driven by consumer income and demographics. The profitability of individual companies depends on the correct assessment of repayment ... Read More
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Macro - Weekly Briefings - United Kingdom
... little changed from last week. And with trade policy uncertainty set to remain very high, we still plan to cut our near-term UK growth projections as part of our global forecast update on April 15. Read More
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Banking (UK) - Industry Report
... attractive acquisition opportunities • Analyse industry trends • Benchmark their own financial performance Using an exclusive methodology, a quick glance of this Banking (UK) report will tell you the companies that have a declining financial ... Read More
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Financial Claims Management (UK) - Industry Report
... Seek out the most attractive acquisition opportunities • Analyse industry trends • Benchmark their own financial performance Using an exclusive methodology, a quick glance of this Financial Claims Management (UK) report will tell you the ... Read More
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Independent Financial Advisers (UK) - Industry Report
... Seek out the most attractive acquisition opportunities • Analyse industry trends • Benchmark their own financial performance Using an exclusive methodology, a quick glance of this Independent Financial Advisers (UK) report will tell you the ... Read More
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Bulgaria Debt Collection - Industry Report
... the most attractive acquisition opportunities • Analyse industry trends • Benchmark their own financial performance Using an exclusive methodology, a quick glance of this Debt Collection (Bulgaria) report will tell you the companies that have ... Read More
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Fund Administration (UK) - Industry Report
... the most attractive acquisition opportunities • Analyse industry trends • Benchmark their own financial performance Using an exclusive methodology, a quick glance of this Fund Administration (UK) report will tell you the companies that have ... Read More
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Asset Finance (UK) - Industry Report
... the most attractive acquisition opportunities • Analyse industry trends • Benchmark their own financial performance Using an exclusive methodology, a quick glance of this Asset Finance (UK) report will tell you the companies that have ... Read More
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Cash & Valuables in Transit (UK) - Industry Report
... heading for failure • Seek out the most attractive acquisition opportunities • Analyse industry trends • Benchmark their own financial performance Using an exclusive methodology, a quick glance of this Cash & Valuables in Transit ... Read More
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Debt Management (UK) - Industry Report
... the most attractive acquisition opportunities • Analyse industry trends • Benchmark their own financial performance Using an exclusive methodology, a quick glance of this Debt Management (UK) report will tell you the companies that have ... Read More
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Asset Management (UK) - Industry Report
... the most attractive acquisition opportunities • Analyse industry trends • Benchmark their own financial performance Using an exclusive methodology, a quick glance of this Asset Management (UK) report will tell you the companies that have ... Read More
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Money Transfer (UK) - Industry Report
... the most attractive acquisition opportunities • Analyse industry trends • Benchmark their own financial performance Using an exclusive methodology, a quick glance of this Money Transfer (UK) report will tell you the companies that have ... Read More
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Macro - Country Economic Forecasts - Belgium
... 2026 as tight monetary policy unwinds and manufacturing recovers. However, tariffs and trade uncertainty will limit growth. We expect inflation will average 2.1% in 2025 and 1.7% in 2026, with tariffs hindering the disinflationary process. Read More
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Analysis by Region - Emerging Markets - Ukraine
... ceasefire would be largely symbolic. We therefore base our Ukraine forecast on the assumption that war will continue through most of 2025, with a ceasefire reached by 2026. We still anticipate GDP growth of 3.3% ... Read More
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