Research Briefing
We expect the euro to stabilise against the dollar and trade around its current levels over the next year. Economic...
Research Briefing
We expect the euro to stabilise against the dollar and trade around its current levels over the next year. Economic...
Research Briefing
We think that the Norwegian krone and the Swedish krona will hold on to their recent gains and appreciate further...
Research Briefing
The IMF's forecast still looks too optimistic over the next 2 years in our view. The impact of bank funding...
Research Briefing
Positive developments in energy markets mean the risk of a sharp downturn in the eurozone during the winter has diminished...
Research Briefing
German industry has been successful in reducing its consumption of gas relative to previous years, particularly in the second half...
Research Briefing
The 2023 outlook for the Gulf Cooperation Council (GCC) region will not compare to this year's spectacular expansion. That said,...
Research Briefing
Swings in oil prices pack less of an economic punch than in the past but sudden increases can still be...
Research Briefing
With negotiations extending into the weekend amid fears of a stalemate, COP27 delegates finally agreed to set up a fund...
Research Briefing
Better fundamentals and fewer operational setbacks should lower gross gas use by the EU's power sector by 200TWh (5% of...
A remarkably consistent fact of energy usage across economies, industries, and energy types is that intensity has come down steeply...
Research Briefing
The precipitous decline of the Yen to record fresh lows (and briefly above 150 last month) coupled with a dramatic...
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
Our baseline forecast is for consumer spending in the eurozone to fall over the next two quarters as consumption fundamentals...
Research Briefing
2023 is likely to be a difficult year for most Asian economies with growth slowdowns, stubborn inflation, and sticky policy...
Research Briefing
The new UK Chancellor's decision to reverse almost all September's mini-Budget tax cuts plus action to limit the cost of...
Research Briefing
We expect eurozone industrial production to contract by a cumulative 3% over the next few quarters due to the severe...
As spiralling energy prices threaten to cause huge pain for consumers and businesses, governments across Europe are rolling out initiatives...
Research Briefing
The energy crisis took a dramatic turn this week after reports of several leaks in the gas pipelines Nordstream 1...
Research Briefing
Strong annual GDP growth figures for most major European cities do not tell the whole story in 2022 as the...
Russia’s invasion of Ukraine continues to sow economic disruption around the world. One long-term problem the conflict could exacerbate is...