Category: Banking & Financial Services
Europe Banking & Financial Services
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Macro - Country Economic Forecasts - Italy
... reading for Q3. We assume the US will hit Europe with 10% tariffs. Fiscal policy remains a drag, although we assume an increase in military spending over the medium term while trade uncertainty is elevated. Read More
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Macro - Country Economic Forecasts - Greece
... we project GDP will expand by 2.1%. Investments remain the main driver of growth, boosted by the Next Generation EU funds. Net exports dragged on the economy in 2024, but this should change in 2025. Read More
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Macro - Country Economic Forecasts - Germany
... in our April forecast round. Upward revisions could see GDP growth peak at 2.6% in 2027 and average 1.8% over the next four years, 0.7ppts higher than in February and 0.6ppts higher than in March. Read More
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Industry - Country Industry Forecasts - Germany
... downgrades to our forecast for German industry and now expect a significantly slower pace of growth over the next 2 years. A cyclical component—weak domestic demand—is an important factor that has pushed back the recovery. Read More
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Macro - Country Economic Forecasts - Ireland
... upward revision, resulting in a much-improved carryover effect into 2025. While this explains our upgraded forecast for 2025, it also highlights the problems with Irish GDP, which is a flawed measure of the country's economy ... Read More
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Digital Payments in Europe 2025: Regional Trends, Adoption, and Forecasts to 2028
... 2024, digital payment adoption in Europe exceeded 60% for online transactions and over 25% for in-store payments. The rise was driven by contactless options, smartphone penetration, and the adoption of global digital wallets. Global wallets ... Read More
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Macro - Country Economic Forecasts - Norway
... should resume after the surprise contraction in Q4 2024, but at a steady pace rather than a sharp acceleration. The elevated geopolitical uncertainty stemming from US President Trump's trade policy will subdue the investment environment. Read More
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Macro - Weekly Briefings - United Kingdom
... when it will start to digest evidence of the impact of the increase in employers' national insurance contributions. So far, the impact of the upcoming tax change on redundancies and vacancies appears to be small. Read More
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Macro - Country Economic Forecasts - Slovenia
... domestic demand will be the main growth driver. An escalation in trade protectionism, a weaker labour market, and households saving rather than spending income gains present key risks. We expect growth of 2.3% in 2025. Read More
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Analysis by Region - Emerging Markets - Poland
... positive this year, indicating that activity has continued to expand at a good pace in Q1. Still, we have trimmed our 2026 GDP growth forecast by 0.2ppts to 3.2%, with balanced risks around the call. Read More
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Greece In-depth PESTLE Insights
... analysis. Synopsis Understand the political system in Greece through analysis of key figures in the country and governance indicators. Understand the economic situation in Greece through a balanced assessment of core macroeconomic issues. Understand customer ... Read More
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Macro - Country Economic Forecasts - Denmark
... growth are the key growth drivers this year. Rate cuts are easing financial conditions but are unlikely to prompt a private investment splurge due to high tariff uncertainty weighing on the broader global growth outlook. Read More
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Financial Leasing in the UK - Industry Market Research Report
... industry covers leasing activities where the term of the lease approximately covers the expected life of an asset, so the lessee acquires all the substantial benefits of its use while assuming all the risks associated ... Read More
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Macro - Country Economic Forecasts - United Kingdom
... the GDP data. Though we expect the pace of quarterly growth to be stronger this year than in H2 2024, growth is likely to be slightly below trend due to tighter fiscal policy, the lagged ... Read More
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Macro - Country Economic Forecasts - Finland
... with the key downside risk being an escalation in US-EU trade tensions. We also expect a small increase in defence spending from the current 2%, but that will not have a notable impact on growth. ... Read More
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Macro - Country Economic Forecasts - Sweden
... in Sweden, which will increase to 3% of GDP by 2030 from 2.4% currently, and in Europe, which will benefit Sweden's large defence industry. We expect growth will be driven by domestic demand this year. Read More
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Macro - Weekly Briefings - United Kingdom
... growth of around 0.3% in Q1, though a history of volatility in the early part of the year – likely reflecting residual seasonality in the data – means there's still some uncertainty around this call. Read More
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Macro - Country Economic Forecasts - France
... by 0.1ppt to 0.5% as global trade uncertainty is weighing on business investment even more than we initially anticipated. In 2026, we continue to expect a modest rebound in activity, with GDP growth reaching 1%. Read More
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Macro - Country Economic Forecasts - Spain
... Spain stands to be one of the least affected countries. Spain will remain one of the fastest-growing economies in the Eurozone this year, with activity being boosted by a strong tourism sector and increasingly by ... Read More
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Macro - Country Economic Forecasts - Portugal
... the renewed political crisis will derail an otherwise solid economic outlook supported by strong income growth. However, the projected quick step-up in the execution of the EU's Recovery and Resilience Facility is now more uncertain. Read More
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Macro - Country Economic Forecasts - Austria
... of last year. The data paint a picture of an economy in recession, dragged down by a struggling export sector. In the last quarter, positive contributions came from stronger-than-expected private consumption, government spending, and investment. Read More
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Macroeconomic Outlook Report: Portugal
... activities (17.0%). In nominal terms, the three sectors are expected to grow by 4.8%, 5.0%, and 4.4%, respectively, in 2025. Lisbon, Porto, and Algarve together accounted for 57.1% of the country’s total GDP in 2024 ... Read More
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UK Cards and Payments: Opportunities and Risks to 2029
... provides values and volumes for a number of key performance indicators in the industry, including cards, credit transfers, cash, direct debits and cheques during the review-period (2020-24e). The report also analyzes various payment card markets ... Read More
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Macroeconomic Outlook Report: Iceland
... with 13.3%. According to GlobalData estimates, the three sectors are expected to grow by 5.0%, 4.9%, and 6.5%, respectively, in 2025. According to GlobalData estimates, Reykjavik accounted for 57.7% of Iceland’s GDP and was home ... Read More
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Credit Cards in Germany
... in easing inflation, the Governing Council of the ECB decided to cut three key ECB interest rates by 25 percentage points in February 2025. Higher borrowing costs have made consumers more cautious about utilising traditional ... Read More
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