Research Briefing
Back to Resource Hub Research Briefing | Feb 24, 2022 Russia invades Ukraine, damaging the global economy Due to events...
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The escalation in the Russia-Ukraine conflict will hit the eurozone economy mainly via higher energy prices giving another spur to...
Research Briefing
The escalation in the Russia-Ukraine conflict will hit the eurozone economy mainly via higher energy prices giving another spur to...
Research Briefing
The impact of a “limited” incursion by Russia into Ukraine would deal an unwelcome blow to the European economy via...
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%....
The February ECB meeting marked the beginning of a clear hawkish shift in the ECB’s policy outlook. Although the policy...
Research Briefing
The banking sector has proved resilient during the pandemic, and eurozone banks will continue to play a significant role supporting...
Research Briefing
Inflation prospects will again dominate the upcoming ECB meeting. We do not expect any clear policy signals or decisions given...
Research Briefing
Tensions between Russia and Ukraine continue to put pressure on energy prices, which remain at extremely high levels. Barring a...
Research Briefing
The risk of a shift to a higher inflation regime in advanced economies has risen in the last six months,...
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
Strong industrial production numbers for November offer some hope that the worst is over, supporting our view of a gradual...
Research Briefing
We expect the solid recovery of the labour market and the lagged impact from the 2021 inflation surge to trigger...
Research Briefing
Our eurozone Recovery Tracker saw further deterioration over the Christmas period, falling 1.5pts to 79.1 in the three weeks ended...
Research Briefing
The news for Europe at the start of the year has been mixed. The spread of the Omicron variant has...
Research Briefing
The spread of Omicron across Europe coupled with the holiday season will probably result in a surge in infections over...
Research Briefing
Our Recovery Tracker continued its downward trajectory in early December as the resurgent pandemic, reimposed restrictions, and voluntary social distancing...
