Research Briefing
We have long been expecting a dovish pivot from the ECB at the turn of the year as supply-driven core...
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Displaying 1 to 20 of 514 results
Research Briefing
The minutes from the July ECB meeting, when the bank ended the period of the negative interest rates in the...
Research Briefing
The Norway mainland GDP forecast has been raised 0.5ppts to 3% following a slight growth surprise in Q2 and a...
Our modelling suggests incorporating owner-occupied housing costs would lower eurozone headline inflation from Q3 2022 by 0.3ppts, with negative contributions...
Research Briefing
If successful, the Turkey-brokered deal between Russia and Ukraine to unblock Ukraine's ports and facilitate grain exports would be highly...
Research Briefing
We have cut our 2023 GDP growth forecast for Finland by 0.3ppts to 0.5%. Although growth in Q2 remained resilient...
Research Briefing
We have increased our 2022 GDP growth forecast for Sweden by 0.4ppts to 2.4%, as growth in Q2 surprised on...
Research Briefing
After the West and its allies imposed sanctions on Russia for invading Ukraine, President Putin announced a radical rehaul of...
Research Briefing
A right-wing coalition government is expected to win in the upcoming Italian elections in September. Although "euroexit" is now very...
Research Briefing
We estimate consumer spending in the eurozone increased by 0.8% q/q in Q2, despite persistent elevated inflation denting real incomes...
Research Briefing
In early August, Russia's Gazprom refused to accept a Siemens' turbine used in Nord Stream 1, citing technical issues. Gazprom...
Research Briefing
The Danish economy surprised to the upside in Q2, expanding by 0.7% q/q. This showing raised our 2022 GDP growth...
Research Briefing
As European inflation reaches record levels, the impact varies across cities and regions. We estimate that most large European cities...
Research Briefing
Inflation is sufficiently elevated globally that even a month without any increase in prices still leaves inflation in most economies...
Some indicators suggest an uptick in the London economy in June, but underlying drivers are not at all favourable, with...
Research Briefing
Higher inflation and weaker external demand as Europe battles with energy shortages have led us to lower our Norwegian mainland...
Consulting Report
Semiconductors are central to Europe’s digital and green transformation and therefore its future competitiveness. The Industry Outlook 2030+ The Semiconductor...
Research Briefing
A switch to electric vehicles (EVs) is vital if cities are to achieve net zero carbon emissions. In Europe the...
Research Briefing
The resignation of Prime Minister Mario Draghi is going to leave a policy vacuum in Italy. Snap elections are now...
Research Briefing
The ECB's decision to hike rates, abandon forward guidance and introduce an anti-fragmentation tool appear to reflect a balancing act...
