Research Briefing
We have kept our growth forecast for this year unchanged at 3.2%, as we expect the impact of the Omicron...
Research Briefing
We have kept our growth forecast for this year unchanged at 3.2%, as we expect the impact of the Omicron...
Research Briefing
A strong outturn for November took the output measure of GDP above its pre-pandemic peak. Given GDP is likely to...
Research Briefing
Strong industrial production numbers for November offer some hope that the worst is over, supporting our view of a gradual...
Research Briefing
Our forecast for Finland’s GDP growth is 2.3% this year and 1.5% in 2023, both unchanged from last month. Despite...
Research Briefing
This week’s talks between Russia, on one side, and on the other the US, NATO and the Organisation of Security...
Research Briefing
We expect the solid recovery of the labour market and the lagged impact from the 2021 inflation surge to trigger...
Research Briefing
Our eurozone Recovery Tracker saw further deterioration over the Christmas period, falling 1.5pts to 79.1 in the three weeks ended...
Research Briefing
The hit to UK GDP from Omicron is likely to be much smaller than previous Covid waves
Research Briefing
The news for Europe at the start of the year has been mixed. The spread of the Omicron variant has...
Research Briefing
The latest data point to a strong recovery underway in London in Q4 2021. But this pace of expansion will...
Research Briefing
That movements in consumer credit and households’ savings in November returned to levels more akin to pre-Covid norms offered further...
Research Briefing
The spread of Omicron across Europe coupled with the holiday season will probably result in a surge in infections over...
Research Briefing
Though the government has opted to defer a decision on introducing further restrictions until after Christmas, it seems likely that...
Research Briefing
Our Recovery Tracker continued its downward trajectory in early December as the resurgent pandemic, reimposed restrictions, and voluntary social distancing...
In spite of global supply-side issues and another wave of Covid-19 infections at the end of 2021, we expect GDP...
Research Briefing
Based on the positive carryover effects from two strong months of GDP growth in August and September, we have raised...
Research Briefing
Despite the uncertainty caused by the surge in Omicron cases, the BoE raised interest rates to 0.25% this week. This...
Research Briefing
The spread of Omicron across Europe will probably see a surge in infections over the coming weeks that could surpass...
Research Briefing
The ECB took significant steps to tighten its highly accommodative policy stance over the course of 2022 on the back...
Research Briefing
Growth in Q3 and previous quarters was revised up, pushing up our 2021 forecast to 4.7% from 4.3%. But we...