Nick Andrews
Europe Analyst
Nick has spent the last 12 years involved in trading, analyzing or writing about European markets and the global economy. At Morgan Stanley for seven years he divided his time between the interest rate swap and repo markets before returning to university to complete a masters in economics. During that time he also wrote for the Wall Street Journal covering fixed income markets. After graduating in 2011 from London's Birkbeck College, he worked for David Roche's investment consultancy, Independent Strategy, before joining Gavekal Research in 2013. Nick also has a degree in engineering from Edinburgh University.
For Nick's article archive click here.
The Daily
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Gavekal Research
November 30, 2018
Winter For Eurozone Credit Growth
A depressing autumn is turning into a dismal winter in the eurozone, as November’s deteriorating PMIs follow weak third quarter growth—and even a quarter-on-quarter contraction in Germany.
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Gavekal Research
November 13, 2018
The Doom Loop Tightens
The stand-off between Rome and Brussels over Italy’s 2019 budget claimed its first casualty on Monday.
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Gavekal Research
November 12, 2018
Germany, And Europe, After Merkel
All political careers end in failure. Doubtless Angela Merkel is already feeling the sting. Even as the long-serving German chancellor stands up on Tuesday to address the European parliament in Strasbourg, political observers and investors are looking beyond Merkel’s term in office to the identity of her successor.
Ideas
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Gavekal Research
October 15, 2018
The Politics (And Economics) Of A Multi-Polar Europe
This weekend’s election in Bavaria saw voters deal parties in Germany’s ruling coalition a bruising rebuff that further erodes Merkel’s authority and effectively kills off Macron’s plan for the EU to integrate at a faster pace.
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Gavekal Research
May 18, 2018
A UK Consumer Reckoning
This week saw the release of moderately good news for the Brexit-bound UK economy, as wages rose the most in almost three years. With inflation moderating, real incomes have edged higher, giving hope that consumption can again fire up growth.
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Gavekal Research
May 16, 2018
The Next Phase Of Eurozone Reform
During last year’s French presidential election, Emmanuel Macron opened a debate by asking “what do we want to do with the euro?” His answer was more political integration and burden sharing.