Euro Area

Traders see U.S. rates rising only moderately as the Fed prepares to tighten and are optimistic about Japan’s growth trajectory.
Government intervention in markets, and market developments that force political responses, are keeping risks high and macro traders glued to their screens.
Traders are relatively sanguine about security risks in China and North Korea but worry about ISIS and cyberthreats.
Traders see Chinese GDP dipping below 7 percent, U.S. rates staying lower for longer and risks growing in Europe and Japan.
India and Indonesia are up, Ukraine and Venezuela are down, and Russia poses the greatest risk to political — and market — stability.
Oil prices are seen stabilizing around current levels, the outlook for rates is lower for longer, and geopolitical risks are regarded as low — except for the ones we can’t predict.
ECB’s banking review eases concerns about banks’ health, but an economic recovery requires action by governments, beginning with Germany’s.
Carlo Messina’s Intesa is among a number of Italian banks that are finally addressing bad loans ahead of the ECB’s review; will the economy enable them to return to health?
European banks are doing everything to spur growth and avoid deflation. Here’s a look at the ECB’s effectiveness.
Pace of deficit reduction is slowing in the euro area, but bloc is a long way from reflation.