BoE governor Andrew Bailey's insistence that emergency support will end on Friday is an unsustainable position that we expect to...
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Displaying 1 to 20 of 514 results
As spiralling energy prices threaten to cause huge pain for consumers and businesses, governments across Europe are rolling out initiatives...
Research Briefing
According to the proposal of the German government's expert commission around half of the recently agreed €200bn fiscal package or...
Research Briefing
The National Bank of Poland (NBP) kept its policy rate unchanged at 6.75% yesterday, undershooting consensus and our expectation of...
Research Briefing
Although easing restrictions in China have helped to reduce global supply chain pressures, we expect rising costs and weakening demand...
Research Briefing
The evidence of the past year shows that inflation has been far from transitory. But we still believe supply factors...
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 continue to believe the global economy will narrowly avoid a recession, despite expecting the US, Canada, and most of...
Research Briefing
We expect a shallow but protracted recession in Finland from Q3 this year to Q1 2023, with a contraction of...
Research Briefing
Upward revisions to recent quarters have pushed up our Sweden growth forecast for 2022 to 3%. That said, we expect...
Research Briefing
A cold winter in Europe would require drastic cuts in gas consumption – consistent with hard rationing – in Germany...
Research Briefing
We now expect Denmark to enter a shallow recession in Q3 this year, ending in Q1 2023, due to rising...
Research Briefing
Sky-high gas prices and aggressive monetary policy tightening have pushed the global economy to the brink of a late 2022/early...
Research Briefing
The UK government's energy price guarantee will mean a much lower peak for inflation, reducing the damage to household incomes....
Research Briefing
Although the risk of hard energy rationing has diminished, demand destruction triggered by the surge in energy prices has led...
Research Briefing
The acceleration in nominal wage growth rates in Central and Eastern European (CEE) economies over the past couple of quarters...
Research Briefing
We will increase gas prices and inflation and cut GDP growth in the September forecast round, with the eurozone economy...
Global commercial property prices were barely affected by the pandemic despite the fall in output and changes in the structure...
