Research Briefing
We expect the UK economy to be in recession for most of 2023, with activity dragged down by falling real...
Economy
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Displaying 1 to 20 of 329 results
Research Briefing
The MPC and OBR both judge that UK potential GDP has fallen outright since Q4 2019 and will register only...
Research Briefing
It's been a horrible period for EM portfolio debt flows. The better news is that broader capital flows to EMs...
Research Briefing
We revisit the economic impact of climate change by incorporating temperature volatility and extremes.
Research Briefing
We expect real estate values to correct sharply in 2023, but pressure should gradually alleviate as policy rates peak.
Research Briefing
Over the medium and long term, differences in city economic performance are hugely influenced by disparities in productivity growth. In...
Research Briefing
The energy crisis will shape the macroeconomic outlook again in 2023, keeping the eurozone economy in recession at the start...
Research Briefing
We anticipate most advanced economies will fall into recession in 2023 and global growth will be weaker than the consensus...
Research Briefing
We think China's exit from its zero-Covid policy will only happen in H2 2023 - a more cautious view than...
Research Briefing
As Russia's war in Ukraine enters a new phase, so does the economic crisis. Based on my conversations with locals...
Research Briefing
The Hungarian economy is being hit by a perfect storm of shocks, particularly surging inflation and a weakening currency. Our...
Consulting Report
This study assesses Babcock International Group’s contribution to UK GDP and employment, along with its broader social impact.
Research Briefing
Supply chain developments were mixed in October, but the implications for the outlook, particularly for inflation, are modest. The easing...
Research Briefing
The National Bank of Poland (NBP) kept its policy rate unchanged at 6.75% at yesterday's meeting, undershooting consensus and our...
A remarkably consistent fact of energy usage across economies, industries, and energy types is that intensity has come down steeply...
Research Briefing
While most measures suggest a tight UK labour market, the pass-through to wage growth has been weak. We expect labour...
Research Briefing
South Africa's detailed JET IP unveiled at COP27 offers a model for other carbon-intensive developing countries to follow. Although the...
Research Briefing
The CNB again left the policy rate unchanged at 7% at the November meeting, staying put for the third consecutive...
Research Briefing
Russia’s shutdown of natural gas flows to Europe has resulted in skyrocketing regional prices. This has contributed to a significant...
Research Briefing
The BoE raised Bank Rate by 75bps to 3% at its November meeting, in line with our expectations and market...
