Germany Financial Markets Blogs

Russia-NATO Baltic War Scenarios

BMI Research regularly carries out scenario analysis of 'low probability-high impact' events that fall outside our core forecasts, yet would be a tremendous shock to the international system if they...

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Maintain Vigilance On Ukraine

So far, the crisis in Ukraine has broadly followed the core scenario we outlined in early March, with Russian military activity contained to the Crimean peninsula, the threat of sanctions limited to...

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Two Eurozone Stock Markets To Watch

The technical outlook for Spanish and German stocks could hold the key to the medium-term macro and market direction for the eurozone. While we remain broadly neutral towards Spanish stocks, which...

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The Outlook For Western European Equities

BMI is seeing increasing value in Western European equities as an asset class, although selectivity is crucial. The key themes driving our thinking are: Policy and regulatory uncertainty: Questions...

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