Research Briefing
The message sent by May's UK PMIs of an economy suffering a loss of momentum but still under strong inflationary...
Research Briefing
The message sent by May's UK PMIs of an economy suffering a loss of momentum but still under strong inflationary...
Research Briefing
The life sciences and related sectors are heavily concentrated in a handful of metros—Boston, San Francisco, New York, Washington, San...
Research Briefing
The global economic environment has shifted with international price inflation surging, monetary conditions being aggressively tightened, and a number of...
Research Briefing
As expected, the ECB council agreed to end the era of nonstandard monetary policy measures by September as it gears...
Research Briefing
High inflation and a tight jobs market, muddied by signs of sagging momentum in the UK economy, present a complicated...
Research Briefing
The National Bank of Poland (NBP) hiked the policy rate by 75bps at yesterday's meeting, in line with both our...
Research Briefing
The approaching French legislative elections are defined by serious political risks. Our baseline sees Macron's presidential coalition winning the majority...
Research Briefing
Despite headwinds to the eurozone economy, the tourism sector continues to shine bright. Our high-frequency Tourism Tracker suggests overnight stays...
Research Briefing
The Middle East and North Africa (MENA) region is highly vulnerable to physical and climate transition risks, with water scarcity,...
Research Briefing
The big concern about inflation is no longer the level at which it will peak, but where it will settle...
Research Briefing
Norwegian mainland GDP declined by 0.6% q/q in Q1. Despite strongly growth in both February and March, a low starting...
Research Briefing
What’s the future for inflation? Joachim Nagel, the new president of Germany's central bank, believes the rapidly ageing global population...
Research Briefing
Along with energy prices, global food prices have emerged as a key driver of the eurozone's current inflationary surge. Like...
Research Briefing
The minutes from the April ECB meeting confirm the hawkish tilt initiated a few months ago continues to gain momentum....
Research Briefing
We have lowered our 2022 GDP growth forecast for Finland to 1.5% from 1.7% last month, as weakening confidence further...
Research Briefing
We have revised our 2022 eurozone inflation forecasts sharply higher, to 6.0%, since the start of the Ukraine war, as...
Research Briefing
Inflationary pressures continue to build, with input costs rising at a rapid pace. The economic landscape is also constantly shifting:...
Research Briefing
UK commercial real estate costs will increase more sharply than inflation this year, resulting in the widest margin since records...
Research Briefing
Although GDP rose 0.8% in Q1, the monthly numbers showed that growth was concentrated entirely in the first month of...
Research Briefing
Around 3.2mn Ukrainian refugees, over half of the total number, have escaped to Poland since the start of the Russian...