Research Briefing
We have raised our full year 2022 GDP growth forecast to 3.6% from 3.3% previously, due to the especially strong...
Research Briefing
We have raised our full year 2022 GDP growth forecast to 3.6% from 3.3% previously, due to the especially strong...
Research Briefing
The escalation in the Russia-Ukraine conflict will hit the eurozone economy mainly via higher energy prices giving another spur to...
Research Briefing
The crisis between Russia and Ukraine continues to dominate the headlines. Although we expect the direct economic impact for the...
Research Briefing
Our forecast for Finland’s GDP growth is 2.3% this year and 1.5% in 2023, both unchanged from last month. The...
Research Briefing
High inflation in the UK and concerns about the effect of a tight jobs market on wages will likely push...
Our forecast for Finland’s GDP growth is 2.3% this year and 1.5% in 2023, both unchanged from last month. The...
Research Briefing
The Levelling Up White Paper contains nothing to cause us to revise our forecasts for the UK’s various nations and...
Research Briefing
Back to Resource Hub Research Briefing UK inflation set to peak higher and remain stickier We now see UK CPI...
Research Briefing
The impact of a “limited” incursion by Russia into Ukraine would deal an unwelcome blow to the European economy via...
Research Briefing
The ECB's unexpectedly hawkish shift tone prompted a sizeable market reaction, with Italian 10-year bond yields rising 55bps, to 1.95%....
Research Briefing
Back to Resource Hub Research Briefing Eurozone: Energy price spike means “higher for longer” inflation Persistently high energy prices will...
Research Briefing
In a week with few economic data releases, the latest ECB communications turned the week tumultuous. It appears that worries...
Brochure
You may be interested in Nordic Macro Service Track, analyse, and react to macro events and future trends in the...
The February ECB meeting marked the beginning of a clear hawkish shift in the ECB’s policy outlook. Although the policy...
Research Briefing
Alongside its decision to raise rates by 25bps to 0.5%, the MPC today sent an unmistakeably hawkish message, and we...
Research Briefing
Turkey’s unpredictable macro policies could leave the treasury with a sizeable bill stemming from FX-protected lira deposits. The baseline for...
Research Briefing
The banking sector has proved resilient during the pandemic, and eurozone banks will continue to play a significant role supporting...
Research Briefing
Yesterday’s unexpected majority win for the Socialist Party paves the way for greater political stability in Portugal. This will simplify...
Research Briefing
After a decade of consistently strong growth, UK labour supply has slumped since the onset of the pandemic and we...
Research Briefing
Inflation prospects will again dominate the upcoming ECB meeting. We do not expect any clear policy signals or decisions given...