Research Briefing
Better fundamentals and fewer operational setbacks should lower gross gas use by the EU's power sector by 200TWh (5% of...
Research Briefing
Better fundamentals and fewer operational setbacks should lower gross gas use by the EU's power sector by 200TWh (5% of...
Research Briefing
As Russia's war in Ukraine enters a new phase, so does the economic crisis. Based on my conversations with locals...
Research Briefing
Policy divergence will continue to be a key theme in global FI markets in 2023. Whereas we pencil in a...
Research Briefing
The Hungarian economy is being hit by a perfect storm of shocks, particularly surging inflation and a weakening currency. Our...
Consulting Report
Europe enjoyed a strong tourism rebound over the summer months as Covid-19 disruptions abated. However, the region was not exempt...
Looking into 2023, developers and investors have to assess conflicting pressures to construction costs, rising interest rates, and falling capital...
Research Briefing
The National Bank of Poland (NBP) kept its policy rate unchanged at 6.75% at yesterday's meeting, undershooting consensus and our...
Research Briefing
Despite an upside growth surprise for Q3, we still expect the eurozone to fall into a widespread recession. Not all...
Research Briefing
The CNB again left the policy rate unchanged at 7% at the November meeting, staying put for the third consecutive...
Research Briefing
Russia’s shutdown of natural gas flows to Europe has resulted in skyrocketing regional prices. This has contributed to a significant...
Research Briefing
The BoE raised Bank Rate by 75bps to 3% at its November meeting, in line with our expectations and market...
Research Briefing
Russia's quick U-turn over its earlier decision to suspend participation in the Black Sea grain initiative suggests that pressure from...
A review of the wider benefits that UK rail delivers for passengers, commuters, job-seekers, and the environment.
Research Briefing
Our baseline forecast is for consumer spending in the eurozone to fall over the next two quarters as consumption fundamentals...
Consulting Report
In partnership with the British Valve and Actuator Association this latest edition of our annual Global Valve and Actuator Market...
The state of the market for valves and actuators is often seen as a bellwether for the state of the...
Research Briefing
Central banks around the world are raising interest rates and shrinking balance sheets, but financial conditions are not under enough...
Consulting Report
OTAs generate additional travel demand for accommodations in Europe boosting GDP and job creation. In particular independent accommodations benefit from...
Research Briefing
Anything but a 75bps hike of the ECB's key policy rates after next week's council meeting would be a big...
Research Briefing
Soaring debt costs across advanced economies threaten to push commercial real estate markets into distress. DM REITs are likely to...