Research Briefing
The short-term outlook for China's major cities has deteriorated further since our last release in March. While the global surge...
Research Briefing
The short-term outlook for China's major cities has deteriorated further since our last release in March. While the global surge...
Research Briefing
Memories of the inflationary tsunami that hit the UK in the 1970s have been rekindled by inflation surging to a...
Research Briefing
Salt Lake City’s low costs and outdoor amenities have attracted in-migration, spurring robust population over the last few years. The...
Research Briefing
The eurozone's labour market has outperformed expectations since the start of the pandemic, but current headwinds to economic growth are...
Research Briefing
Africa’s greatest potential asset is its youth – the population of those younger than 25 years is set to more...
Research Briefing
We have raised our inflation forecast for the GCC to average 3.2% this year, up from our projection of 2.8%...
Research Briefing
Monthly data from Russia's trading partners indicate a rapid reorientation of Russian exports towards Asian markets. In particular, the data...
Research Briefing
The expectation of a strong recovery in the tourism sector, coupled with the divergence between resilient services activity and a...
Research Briefing
The ground has shifted and cheap budget funding in frontier markets is a thing of the past. In the current...
Research Briefing
Denmark's inflation outlook is deteriorating rapidly. With the EU announcing plans to wind down imports of Russian oil, higher-for-longer oil...
Research Briefing
The message sent by May's UK PMIs of an economy suffering a loss of momentum but still under strong inflationary...
Research Briefing
The global economic environment has shifted with international price inflation surging, monetary conditions being aggressively tightened, and a number of...
Research Briefing
As expected, the ECB council agreed to end the era of nonstandard monetary policy measures by September as it gears...
Research Briefing
High inflation and a tight jobs market, muddied by signs of sagging momentum in the UK economy, present a complicated...
Research Briefing
The National Bank of Poland (NBP) hiked the policy rate by 75bps at yesterday's meeting, in line with both our...
Research Briefing
The approaching French legislative elections are defined by serious political risks. Our baseline sees Macron's presidential coalition winning the majority...
Research Briefing
Despite headwinds to the eurozone economy, the tourism sector continues to shine bright. Our high-frequency Tourism Tracker suggests overnight stays...
Research Briefing
The Middle East and North Africa (MENA) region is highly vulnerable to physical and climate transition risks, with water scarcity,...
Research Briefing
The big concern about inflation is no longer the level at which it will peak, but where it will settle...
Research Briefing
Norwegian mainland GDP declined by 0.6% q/q in Q1. Despite strongly growth in both February and March, a low starting...