Research Briefing
We expect the MPC to raise Bank Rate at December's meeting. But recent UK developments, including calmer financial markets, a...
Energy prices
Filter content
Tag
Region
Research Briefing
Following a hard winter, we expect the Nordic economies to rebound from mid-2023 as falling inflation turns real incomes positive,...
Research Briefing
Surging inflation has dampened the outlook for consumer spending, which will contribute to a global recession over the coming months.
Research Briefing
The decline in house prices triggers falls in residential investment. Consumer spending also weakens as credit conditions tighten and worsening...
Research Briefing
Better fundamentals and fewer operational setbacks should lower gross gas use by the EU's power sector by 200TWh (5% of...
Consulting Report
Europe enjoyed a strong tourism rebound over the summer months as Covid-19 disruptions abated. However, the region was not exempt...
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...
Research Briefing
We forecast copper prices to fall over the next six months as global economic growth deteriorates and surging energy prices...
Research Briefing
Concerns about energy security and extreme weather events support the case to accelerate the development of renewable sources of energy...
Research Briefing
We continue to believe the global economy will narrowly avoid a recession, despite expecting the US, Canada, and most of...
