Horizon Q3 2020 | The Berenberg Capital Market Outlook

Annual Report 2019

Horizon Q2 2020 | The Berenberg Capital Market Outlook

Horizon Q1 2020 | The Berenberg Capital Market Outlook

Horizon Q4 | The Berenberg Capital Market Outlook

Horizon Q3 2019 | The Berenberg Capital Market Outlook

Annual Report 2018

Horizon Q2 | The Berenberg Capital Market Outlook

BERENBERG/HWWI-Study "Sovereign Debt"

BREXIT: THE REAL CRISIS MAY BE YET TO COME

Horizon Q1 2019 | The Berenberg Capital Market Outlook

EUROZONE INFLATION: THE STICKY CORE

Forecasts at a glance

GERMAN ECONOMY: BEYOND THE YEAR OF SHOCKS

MACRO UPDATE: BREXIT, EUROZONE GROWTH, GERMAN POLITICS

GERMAN IFO WEAKER - COME BACK IN 2019

MACRO UPDATE: BREXIT, EUROZONE GROWTH, GERMAN POLITICS

WEAKER EUROZONE MOMENTUM TO PERSIST AS PMIS SLIDE FURTHER

UK: THE SAFEGUARDS AGAINST A HARD BREXIT

WEAKER EUROZONE MOMENTUM TO PERSIST AS PMIS SLIDE FURTHER

UK: THE SAFEGUARDS AGAINST A HARD BREXIT

UK: THE SAFEGUARDS AGAINST A HARD BREXIT

HOW SERIOUS IS THE STOCK MARKET CORRECTION?

UK HEADING FOR THE BREXIT ABYSS? UNLIKELY

BREXIT UPDATE: WILL PARLIAMENT PASS THE DEAL?

OIL AND BASE EFFECTS DRIVE EUROZONE INFLATION HIGHER

BOE PREVIEW - BALANCING INFLATION AND BREXIT RISKS

EUROZONE GDP: A QUARTER TO FORGET

EUROZONE SENTIMENT: WEAK START INTO Q4

IT COULD HAVE BEEN WORSE: GERMAN AND ITALIAN RISK UPDATE

MERKEL: FIRST STEP TOWARDS THE EXIT

MERKEL AT RISK? GERMAN POLITICAL SCENARIOS

ECB KEEPS CALM AND MAINTAINS BALANCED RISK ASSESSMENT

BAD POLICY CHOICES AT HOME CAN PUT THE EU AT RISK

NOTES ON THE ITALIAN RISK

Crypto Currencies - Between Hype and Scepticism

MARKET SELL-OFF EXACERBATES DROP IN GERMAN ZEW

MACRO UPDATE: GLOBAL RISKS, EU SUMMIT, GERMAN POLITICS

GERMAN POLITICS: EARTHQUAKE IN BAVARIA - AS EXPECTED

GERMAN POLITICS: KEY STATE ELECTIONS AHEAD

ECB STRESSES RISKS ... MORE EXPLICTILY THAN BEFORE

UK PRODUCTION: STEADY REBOUND AMID AN UNUSUAL MIX OF RISKS

ECONOMIC UPDATE: ITALIAN RISKS LOOM LARGE DESPITE SOME GOOD NEWS ELSEWHERE

ITALY'S BUDGET: THE TROUBLE IN ROME

EUROZONE GDP: A COCKTAIL OF RISKS RESTRAINS GROWTH

ITALY: TESTING THE LIMITS

BREXIT: ENTERING THE HOT PHASE

THIS TIME IS STILL DIFFERENT FOR FRANCE

EUROZONE SENTIMENT: ANOTHER SMALL SETBACK

GERMAN POLITICS: THE WANING OF MERKEL‘S POWER

GERMAN IFO: HOLDING UP

EUROZONE 2018: STABLE AT HOME, BIG HIT FROM ABROAD

CHART OF THE WEEK - EUROZONE 2018: STABLE AT HOME, BIG HIT FROM ABROAD

EUROPEAN UPDATE: TRADE WAR, BREXIT, ITALY

10 YEARS AFTER LEHMAN - CAN IT HAPPEN AGAIN?

CENTRAL BANKS: TURKEY BITES THE BULLET, BoE WAITS FOR BREXIT, ECB ON TRACK

ECB: SLIGHTLY MORE CAUTIOUS BUT POLICY OUTLOOK "ROBUST"

10 YEARS AFTER: 10 LESSONS FROM THE FINANCIAL CRISIS

GERMAN ORDERS: FEELING THE STRAIN

MACRO UPDATE: ITALY, TURKEY AND EMERGING MARKETS

BREXIT: BACK TO THE DRAWING BOARD

TURKEY: HOW BAD CAN INFLATION GET?

EUROZONE HEADLINE AND CORE INFLATION CONVERGENCE TO COME

ECONOMIC SENTIMENT: UK UP, EUROZONE SLIGHLTY DOWN, GERMANY STABLE

WHO MAY SUCCEED DRAGHI AT THE ECB?

THE CORE DRIVES EUROZONE PMIS HIGHER, JUST

GREECE EXITS BAILOUT - EURO CRISIS "OFFICIALLY" OVER

TURKISH CONTAGION RISKS: ITALY, EUROZONE, EMERGING MARKETS?

CHART OF THE WEEK - PUBLIC INVESTMENT: ITALY AND EUROPE NEED TO GET IT RIGHT

OPTIONS FOR TURKEY

GERMAN GDP: MODEST REBOUND AFTER WEAK Q1

CHART OF THE WEEK - TARGET2: A TIME BOMB, OR A GERMAN OBSESSION?

TURKEY’S CRISIS: DOES IT MATTER FOR THE EUROZONE?

UK GDP: BACK TO TREND AFTER TEMPORARY DIP

GERMAN OUTPUT: JUNE PARTLY OFFSETS MAY SURGE

ITALIAN UPDATE: HEADING FOR AN EVEN HOTTER SEPTEMBER?

CHART OF THE WEEK: THE LESSONS FROM EXCHANGE RATES

BOE HIKES RATES - QUICK REACTION

BOE TO MARKETS - STEP UP RATE HIKE EXPECTATIONS

EUROZONE GDP: AUTUMN REBOUND AHEAD AFTER A SOFT PATCH NOW

EUROZONE SENTIMENT: STRONG SERVICES LIMIT TRADE DAMAGE

ECONOMICS - EUROZONE SOFT PATCH: COMING TO AN END SOON?

JUNCKER-TRUMP: A STEP AWAY FROM THE BRINK

ECB: SAILING SMOOTHLY INTO THE SUMMER BREAK

SOLID RECOVERY AHEAD FOR UK CONSUMPTION (chart pack)

TRUMP MEETS JUNCKER: THE NEXT STEP IN THE TRADE WAR SAGA

GERMAN IFO: SERIOUS TRADE RISKS AMID DOMESTIC STRENGTH

ECB PREVIEW: STAYING THE COURSE THROUGH THE SUMMER BREAK

CHART OF THE WEEK - UK VOTERS NO LONGER LIKE BREXIT

TRADE WAR RISK: THE LITMUS TEST AHEAD

BREXIT: TORY INFIGHTING CHANGES THE BALANCE OF RISK

THE BIG ITALIAN RISK: LABOUR REFORM REVERSALS

CHART OF THE WEEK - TRUMP THE DIVIDER: WHY HE WILL NOT SUCCEED IN EUROPE

GERMAN ECONOMY: HOW SERIOUS IS THE SLOWDOWN?

BREXIT: MAY STRENGTHENED, TESTS AHEAD FOR A SOFTER BREXIT

ZEW: THE EUROZONE SOFT PATCH COULD CONTINUE A LITTLE LONGER

BREXIT: DAVIS RESIGNS - MORE THUNDER THAN LIGHTNING

UK: WOULD THERESA MAY SURVIVE A LEADERSHIP CHALLENGE?

CHART OF THE WEEK - TRADE: HOW TRUMP GETS EUROPE WRONG - SIX TIMES OVER

GLOBAL UPDATE: NARROWING THE TRANSATLANTIC GAP

CHART OF THE WEEK - FRANCE: ON TRACK TO UNLOCK ITS POTENTIAL

NEXT BOE HIKE IN AUGUST - HALDANE THE HAWK

CHART OF THE WEEK - MIGRATION: THE BIG ISSUE IN EUROPE

ECB: A CLEAR MESSAGE AMID NEW UNCERTAINTIES

Disclosure Report

BREXIT HURTS ALREADY: GDP ANALYSIS AND OUTLOOK

Annual Report 2017

Risk Report

Risk Report

INFLATION SPIKE AHEAD: NO NEED TO WORRY

Berenberg/HWWI-study "Shipping in an era of digital transformation"

The 2017 Euro Plus Monitor - into a higher gear

UK: STRONG LABOUR MARKET IN AUGUST, RATE HIKE ON THE WAY

Euro Plus Monitor 2017 September update - the next stage

EUROZONE RECOVERY GAINS TRACTION

UK UPDATE: CONSEQUENCES OF THE UK-EU BREXIT CLASH

POLITICAL UPDATE: LE PEN, BREXIT, RENZI, MERKEL, GREECE

The Future of Money - The Money of the Future

Europe

Security

The Digital Economy

Free Trade

Labour Mobility

Football

Forecasts at a glance: Challenging times: more growth, more political risks

Fracking

Annual Report 2016

Country-by-Country Reporting 2017

The 2016 Euro Plus Monitor - coping with the backlash

Annual Report 2015

Annual Report 2012

Berenberg History

Corporate Brochure

Euro Plus Monitor 2016 Spring update - economic progress amid rising political risk

The 2015 Euro Plus Monitor - more progress, new risks

Annual Report 2014

The 2014 Euro Plus Monitor - leaders and laggards

Euro Plus Monitor 2014 Spring update

Annual Report 2013

The 2013 Euro Plus Monitor - from pain to gain

Euro Plus Monitor 2013 Spring update

The 2012 Euro Plus Monitor - the rocky road to balanced growth

Annual Report 2011

The 2011 Euro Plus Monitor - progress amid the turmoil

Annual Report 2010

Annual Report 2009

Annual Report 2008

Annual Report 2007

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07.08.2020 — THE U.S. LABOR MARKET CONTINUED TO IMPROVE IN JULY, BUT AT A SLOWER PACE

05.08.2020 — Eurozone retail sales: rising to pre-crisis levels

03.08.2020 — ISM U.S. MANUFACTURING SENTIMENT INDEX INCREASED TO A 16-MONTH HIGH IN JULY

31.07.2020 — U.S. DURABLE GOODS CONSUMPTION JUMPED TO AN ALL-TIME HIGH IN JUNE, WHILE SERVICES CONSUMPTION REMAIN DEPRESSED

31.07.2020 — EUROZONE ECONOMY: WORST RECESSION IN ALMOST 90 YEARS

06.08.2020 — THE U.S. DOLLAR TO FALL FURTHER

05.08.2020 — U.S.: STRONG REBOUND IN GOODS CONSUMPTION, BUT SERVICES CONSUMPTION AND LABOR MARKETS REMAIN DEPRESSED

29.07.2020 — FED CONTINUES ULTRA-EASY MONETARY POLICIES AND EXTENDS EMERGENCY LENDING PROGRAMS

29.07.2020 — MACRO UPDATE: PANDEMIC, BIDEN, GROWTH

24.07.2020 — THE FED’S AGGRESSIVE RESPONSE TO THE CRISIS: WHAT’S NEXT?

31.07.2020 — US and Eurozone: a tale of two COVID-19 responses

03.07.2020 — Chart of the week: European recovery on track – but still at risk

19.06.2020 — Chart of the Week: European recovery: a good start

12.06.2020 — UK: the sudden-stop recession; record GDP plunge

29.05.2020 — Chart of the week - Europe: great progress – but not a “Hamilton moment”

2020/Q3 - Horizon: The Berenberg Capital Outlook | Wealth and Asset Management

2020/Q2 - Horizon: The Berenberg Capital Outlook | Wealth and Asset Management

2020/Q1 - Horizon: The Berenberg Capital Outlook | Wealth and Asset Management

2019/Q4 - Horizon: The Berenberg Capital Outlook | Wealth and Asset Management

2019/Q3 - Horizon: The Berenberg Capital Outlook | Wealth and Asset Management