Research Briefing
We expect eurozone services prices to continue to rise sharply over the summer as the sector's recovery progresses. The ECB...
Research Briefing
We expect eurozone services prices to continue to rise sharply over the summer as the sector's recovery progresses. The ECB...
Research Briefing
We now see gas rationing this winter in European economies most reliant on Russia as very likely. Our modelling finds...
Research Briefing
Asian cities are facing several challenges to economic growth, including the slowdown of the Chinese economy, supply chain problems, and...
Research Briefing
After negotiating the Omicron wave in Q1, Canadian households in all provinces are now facing high inflation and—as we expected—the...
Research Briefing
Australia's terms of trade (the ratio of export prices to import prices) increased sharply through the pandemic due to a...
Research Briefing
While the economic fallout from Russia's invasion of Ukraine will likely be limited for the Nordic region, we have nonetheless...
Research Briefing
The EU has approved a joint proposal from Spain and Portugal to cap gas prices used in electricity generation. The...
Research Briefing
Our 2022 Norway GDP growth forecast remains unchanged at 3.6%, but a stronger-than-expected impact from the war in Ukraine on...
Research Briefing
The Russia-Ukraine war is set to have serious implications for wheat supply and food stability in Africa. Despite efforts by...
Research Briefing
The Russian government is no longer able to make payments on its US-denominated external debt as the US Treasury has...
Research Briefing
The National Bank of Poland (NBP) hiked the policy rate by 100bps at yesterday's meeting, bringing it to 4.5%. The...
Research Briefing
The fallout from the Russia-Ukraine conflict and a brief but sharp hit from the Omicron outbreak have prompted us to...
Research Briefing
President Putin's threat to halt gas supplies from "unfriendly" states if they don't switch to roubles is not as important...
Research Briefing
Russia's invasion of Ukraine and the evolving global response will be felt in the MENA economies mainly via the impact...
Brochure
Bringing together data, forecasts and analysis, our service offers insights into how shifts in market fundamentals could shape the commodities...