Research Briefing
The impact of a “limited” incursion by Russia into Ukraine would deal an unwelcome blow to the European economy via...
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Research Briefing
The ECB's unexpectedly hawkish shift tone prompted a sizeable market reaction, with Italian 10-year bond yields rising 55bps, to 1.95%....
Research Briefing
Tensions between Russia and Ukraine continue to put pressure on energy prices, which remain at extremely high levels. Barring 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...
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
This week’s talks between Russia, on one side, and on the other the US, NATO and the Organisation of Security...
Research Briefing
The health situation is deteriorating across Europe, prompting strongercontainment measures. Beyond the direct impact that renewed restrictions will have on...
