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Economic and Market Analysis

27
Man using a soldering iron to repair a drone.

Security at what cost? Defence spending, growth, and the fiscal arithmetic

Alexandre Lauwers , Vasiliki Michou, Lorenzo Ricci, Luca Zavalloni
Defence
Euro Area Stability Watch (EASW)
20260601-1540

Less special, less contagious? US Treasury supply spillovers to Bund yields

Antoine Cornevin, Jemima Peppel-Srebrny
Bonds
Financial markets
+2
blog-2025-12-1540

Through the looking glass: granular evidence to strengthen economic resilience to physical climate risk

Miguel Angel Gavilan Rubio, Jemima Peppel-Srebrny
Climate change
Risks
Image frame Evaluation Blog.

Evaluation at international institutions: a cornerstone for efficient, credible, and adaptive operations

Olga Francová, John Goossen, Dušan Kovačević, Diana Žigraiová
Evaluation
Crisis
Navigating quantitative tightening-Image 1540x1027

Navigating quantitative tightening: funding Europe’s future without rekindling the sovereign-bank nexus

Arndt-Gerrit Kund, Alexandre Lauwers , Romain Meuwissen
Sovereign debt
Savings and investments union
Building resilience through policy -Image 1540x1027

Building resilience through policy: The role of social safety nets

Misina Cato, Olga Francová
Inequality
Financial assistance
pricing resilience-1540x1027

The pricing resilience of European safe assets

Kalin Anev Janse, Gergely Hudecz , Rolf Strauch
Resilience
Safe assets
Labour hoarding Blog Image 1540x1027

Labour hoarding – euro area’s achilles heel?

Carmine Gabriele, Katarina Gumanova, Michael Kühl
Euro area
Labour market
Geoeconomic fragmentation looms over euro area financial stability_Blog Image_1540x1027

Geoeconomic fragmentation looms over euro area financial stability

Gergely Hudecz , Alexandre Lauwers , Yasin Mimir
Geoeconomic fragmentation