Research Briefing
We do not expect a long-lasting rebound in sterling (or gilts) anytime soon, given the lack of a credible fiscal...
Forecasts
Filter content
Tag
Region
Research Briefing
The negative market reaction to last week's fiscal announcements appears to be a function of doubts over the credibility of...
Research Briefing
Land values across Asia Pacific are coming under increasing pressure as developers look to preserve margins.
Research Briefing
Ukraine's successful counteroffensive in Kharkiv in the north-east of the country has stoked hopes of a Ukraine victory and perhaps...
Research Briefing
We now expect Denmark to enter a shallow recession in Q3 this year, ending in Q1 2023, due to rising...
Research Briefing
The UK government's energy price guarantee will mean a much lower peak for inflation, reducing the damage to household incomes....
Research Briefing
Although the risk of hard energy rationing has diminished, demand destruction triggered by the surge in energy prices has led...
Research Briefing
The acceleration in nominal wage growth rates in Central and Eastern European (CEE) economies over the past couple of quarters...
Research Briefing
We will increase gas prices and inflation and cut GDP growth in the September forecast round, with the eurozone economy...
Research Briefing
The MENA region is a key player in the energy sector as a large producer of oil and gas, but...
Research Briefing
We have long been expecting a dovish pivot from the ECB at the turn of the year as supply-driven core...
Research Briefing
The minutes from the July ECB meeting, when the bank ended the period of the negative interest rates in the...
Research Briefing
The Norway mainland GDP forecast has been raised 0.5ppts to 3% following a slight growth surprise in Q2 and a...
Our modelling suggests incorporating owner-occupied housing costs would lower eurozone headline inflation from Q3 2022 by 0.3ppts, with negative contributions...
Research Briefing
After the West and its allies imposed sanctions on Russia for invading Ukraine, President Putin announced a radical rehaul of...
Research Briefing
A right-wing coalition government is expected to win in the upcoming Italian elections in September. Although "euroexit" is now very...
Research Briefing
We have expanded our climate transmission channels on the Global Economic Model to include more sub-Saharan African economies. Through scenario...
Research Briefing
We estimate consumer spending in the eurozone increased by 0.8% q/q in Q2, despite persistent elevated inflation denting real incomes...
Research Briefing
In early August, Russia's Gazprom refused to accept a Siemens' turbine used in Nord Stream 1, citing technical issues. Gazprom...
Research Briefing
The Danish economy surprised to the upside in Q2, expanding by 0.7% q/q. This showing raised our 2022 GDP growth...
