Research Briefing
The banking sector has proved resilient during the pandemic, and eurozone banks will continue to play a significant role supporting...
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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...
Research Briefing
The lifting of Covid restrictions on January 27 adds to hopes that the worst of the pandemic is in the...
Research Briefing
Tensions between Russia and Ukraine continue to put pressure on energy prices, which remain at extremely high levels. Barring a...
Research Briefing
We have lowered our mainland 2022 GDP growth forecast by 0.1ppt to 4.2% to reflect the economic impact of the...
Research Briefing
The risk of a shift to a higher inflation regime in advanced economies has risen in the last six months,...
Research Briefing
Whether or not the MPC raises Bank Rate in February is close to a 50:50 call. We marginally favour a...
Research Briefing
Back to Resource Hub Research Briefing | Jan 27, 2022 Russia-Ukraine tensions: Asset market scenarios Despite tensions continuing to ratchet...
Research Briefing
Our eurozone Recovery Tracker rose 1.4pts to 80.3 in the two weeks ending January 9. We view the reading with...
Research Briefing
We expect important changes to the EU’s fiscal governance framework, but no paradigm shift. Specifically, green and digital public investments...
Research Briefing
In the next two decades, the world’s 900 major cities will experience a combined population increase of nearly 600 million...
Research Briefing
Though the scale of December’s fall in retail sales came as a nasty surprise, it was not simply an Omicron...
With eurozone inflation confirmed at a record-high of 5.0% y/y in December, the debate over how long upward price pressures...
The release of the ECB December meeting minutes confirmed that inflation remained at the forefront of the Governing Council’s discussions...
Research Briefing
Ukraine’s sovereign Eurobond yields soared since mid-November when US sources first reported a build-up of Russian troops along its eastern...
Research Briefing
After emerging as an outperformer in early 2021, the Central and Eastern European region is set to face an eventful...
Research Briefing
Our new index of European real estate obsolescence finds that the Nordic countries have the lowest risk of obsolescence and...
Research Briefing
We’ve lowered our 2022 Danish GDP forecast 0.1ppt to 3%, with the Omicron variant expected to slow activity in Q1....
