Research Briefing
The big concern about inflation is no longer the level at which it will peak, but where it will settle...
Research Briefing
The big concern about inflation is no longer the level at which it will peak, but where it will settle...
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
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
We have lowered Sweden's growth outlook for this year to 2.6% from 2.8% amid rising downside risks. The main headwind...
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
A strong performance from March's services and construction PMIs offered some indication that the economy carried a degree of momentum...
Research Briefing
The dominance of international events has shifted attention away from the medium-term economic programmes of the candidates in France's crowded...
Research Briefing
As Western Europe accelerates a structural transition away from Russian energy dependence, Africa will play a salient role in filling...
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
An upward revision to the estimate for Q4 2021 took the quarterly UK GDP series to within a whisker of...
Research Briefing
Survey data this week offer a glimpse into the European economy's post-invasion reality. The Economic Sentiment Index (ESI) reading for...
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 GDP is unlikely to return to pre-crisis levels until the early 2030s, according to our modelling. We expect Russia's...
Research Briefing
Eurozone consumer spending was poised to drive growth in 2022, but increasingly consumers' underpinnings have become shaky. While we still...
Research Briefing
We have lowered Sweden's growth for this year to 3.1% from 3.6% previously due to the fallout from Russia's invasion...
Research Briefing
The war between Russia and Ukraine continues to dominate headlines and financial markets. The daily news flow coming out of...
Research Briefing
Russia's invasion of Ukraine is being felt throughout the global economy, but few places are as exposed to its impact...