Research Briefing
Though our baseline forecast this year is a shallow global recession in the first half of the year the uncertainty...
Europe
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Research Briefing
House prices have fallen rapidly in several economies over recent months and more pain looks likely in 2023.
Research Briefing
Carbon price policies vary in design and scope. To make prices comparable, we calculate an emissions-weighted average price or "effective...
Research Briefing
Positive developments in energy markets mean the risk of a sharp downturn in the eurozone during the winter has diminished...
Research Briefing
Though a correction in values is firmly underway for European commercial real estate markets, we believe the worst is yet...
Research Briefing
Metal prices ended 2022 lower than they started the year, despite the Russian invasion of Ukraine initially causing prices to...
Consulting Report
This report, commissioned by Meta Platforms, Inc., assesses the role of digital platforms in enabling innovation in society, using Meta...
Research Briefing
After a mixed 2022, with post-pandemic recovery driving strong growth in the first half of the year, a recession over...
Research Briefing
The Czech National Bank (CNB) kept the policy rate unchanged at 7% for the fourth consecutive meeting today, in line...
Consulting Report
Despite the Covid-19 pandemic, the German construction industry developed positively in 2020 and 2021 supporting the overall economy during the...
Research Briefing
German industry has been successful in reducing its consumption of gas relative to previous years, particularly in the second half...
Consulting Report
Despite the Covid-19 pandemic, the German construction industry developed positively in 2020 and 2021 supporting the overall economy during the...
Research Briefing
In a tough global environment, we are below consensus on advanced economy growth and anticipate most will fall into recession...
Research Briefing
Following a hard winter, we expect the Nordic economies to rebound from mid-2023 as falling inflation turns real incomes positive,...
Research Briefing
Following the loss of Russian pipeline gas, European countries have increasingly focused on LNG shipments as a replacement, giving Europe...
Research Briefing
The G7 and the European Union (EU) hope to keep Russian oil exports on the market and prevent global oil...
Research Briefing
Over the medium and long term, differences in city economic performance are hugely influenced by disparities in productivity growth. In...
Research Briefing
The energy crisis will shape the macroeconomic outlook again in 2023, keeping the eurozone economy in recession at the start...
Research Briefing
We think the outlook for traditional winter sales in the eurozone is subdued this year and any boost won't be...
Looking into 2023, real estate developers and investors will continue facing multiple pressures. The months ahead will see difficult discussions...
