Research Briefing
The SPD, FDP and Green party have struck a deal to form the next German government, which should be in...
Research Briefing
The SPD, FDP and Green party have struck a deal to form the next German government, which should be in...
Research Briefing
Our Eurozone Recovery Tracker recorded a sizeable drop over the two weeks to November 7, mainly driven by worsening conditions...
Research Briefing
Back to Resource Hub Research Briefing | Nov 23, 2021 Europe’s labour shortages – not all equal Although reported labour...
Research Briefing
As Covid cases continue to rise in Europe, some governments have started to introduce new restrictions, while others have been...
Research Briefing
We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months...
Research Briefing
According to the advance estimate, Q3 GDP exceeded expectations with a 2% expansion. While this figure is subject to revision,...
Research Briefing
Finland’s GDP rose 0.9% in Q3 based on the flash estimate, in line with our forecast. High-frequency indicators show that...
Research Briefing
Growth in Q3 surprised on the upside based on the flash estimate, with activity in the previous months revised up....
Research Briefing
The ZEW and the Sentix for November surprised on the upside, showing thatinvestors are increasingly confident about the future even...
Research Briefing
The latest GDP numbers were a mixed bag. Growth accelerated to a three-month high in September, but this was almost...
Research Briefing
Eurozone headline inflation has risen substantially, with underlying pressures becoming more broad-based. But we think the impact on consumer spending,...
Research Briefing
Our eurozone Recovery Tracker recorded a small increase over the two weeks ended October 24, rising 0.3pts to 88.0, just...
Research Briefing
With inflation in Spain hitting a 30-year high, fears of an inflationary cycle are rising. However, the transition from the...
Research Briefing
Monthly data continues to show a gradual but persistent slowdown in economic activity moving deeper into Q4. While we still...
Research Briefing
We remain sceptical that Draghi’s reform agenda will be fully delivered and consider a long-term improvement in Italy’s economic prospects...
Research Briefing
Political turmoil in Portugal will delay the execution of some EU recovery funding and freeze key stimulus measures planned for...
The easy gains from re opening the London economy have now mostly been realised, and the visitor economy is still...
Research Briefing
The National Bank of Poland (NBP) hiked its policy rate by 75bps to 1.25% at yesterday’s meeting. Although some tightening...
Research Briefing
We estimate that Warsaw’s GDP grew by 4.5% a year in the 2010-19 period, so notably faster than its five...
Research Briefing
Europe’s tourism sector made solid strides towards recovery this summer. In July, overnight stays reached just above 70% of 2019...