Research Briefing
Despite headwinds to the eurozone economy, the tourism sector continues to shine bright. Our high-frequency Tourism Tracker suggests overnight stays...
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Consulting Report
Published at the World Economic Forum’s Annual Meeting in Davos, this report explores three possible scenarios for how the Ukraine...
Research Briefing
Along with energy prices, global food prices have emerged as a key driver of the eurozone's current inflationary surge. Like...
Research Briefing
The minutes from the April ECB meeting confirm the hawkish tilt initiated a few months ago continues to gain momentum....
Research Briefing
We have revised our 2022 eurozone inflation forecasts sharply higher, to 6.0%, since the start of the Ukraine war, as...
Research Briefing
Around 3.2mn Ukrainian refugees, over half of the total number, have escaped to Poland since the start of the Russian...
Research Briefing
Growth risks for the eurozone economy are leaning to the downside, according to our analysis. Our business cycle indicator and...
Research Briefing
The EU has approved a joint proposal from Spain and Portugal to cap gas prices used in electricity generation. The...
Research Briefing
An array of data show that US and eurozone firms are currently experiencing particularly broad input cost shocks. Exceptional rises...
Research Briefing
Reinvestments from the ECB's asset purchase programmes, a key monetary policy instrument going forward, could offer important support for smaller...
Research Briefing
Eurozone financial conditions have tightened abruptly since the start of the Ukraine war, supporting our caution on near-term growth. Unless...
Research Briefing
The minutes from the March ECB meeting showed that inflation continued to dominate Governing Council's discussions. The body remains split,...
Research Briefing
Survey data this week offer a glimpse into the European economy's post-invasion reality. The Economic Sentiment Index (ESI) reading for...
Research Briefing
Eurozone consumer spending was poised to drive growth in 2022, but increasingly consumers' underpinnings have become shaky. While we still...
Research Briefing
Russia's invasion of Ukraine is being felt throughout the global economy, but few places are as exposed to its impact...
Research Briefing
Following Russia's attack on Ukraine, the EU Commission has accelerated plans to phaseout Russian gas, with a two-thirds cut this...
Research Briefing
Despite the economic headwinds and much increased uncertainty stemming from the Russian invasion of Ukraine the ECB decided to accelerate...
Research Briefing
Back to Resource Hub Research Briefing | Mar 7, 2022 Eurozone: Durable goods will turn deflationary only in 2023 Up...
Research Briefing
Back to Resource Hub Research Briefing | Mar 1, 2022 A change of fortune across EU industries looms Industrial performance...
Research Briefing
Back to Resource Hub Research Briefing War in Ukraine will hit Europe’s economy Russia’s invasion of Ukraine means that the...
