Research Briefing
What’s the future for inflation? Joachim Nagel, the new president of Germany's central bank, believes the rapidly ageing global population...
Research Briefing
What’s the future for inflation? Joachim Nagel, the new president of Germany's central bank, believes the rapidly ageing global population...
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
Inflationary pressures continue to build, with input costs rising at a rapid pace. The economic landscape is also constantly shifting:...
Research Briefing
Global supply chain disruptions are impacting regions of Europe that are heavily dependent on the two key industrial sectors of...
Research Briefing
UK commercial real estate costs will increase more sharply than inflation this year, resulting in the widest margin since records...
Research Briefing
Although GDP rose 0.8% in Q1, the monthly numbers showed that growth was concentrated entirely in the first month of...
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
Amid headwinds to the UK economy from high inflation and geopolitical uncertainty, loose financial conditions offer a bright spot. That...
Research Briefing
Higher international food prices will have a more aggressive impact on African CPI readings than those in advanced economies. This...
Research Briefing
President-elect Ferdinand Marcos Jr faces a tricky balancing act between supporting the economic recovery and containing the Philippines' burgeoning fiscal...
Research Briefing
While the economic fallout from Russia's invasion of Ukraine will likely be limited for the Nordic region, we have nonetheless...
Research Briefing
Growth risks for the eurozone economy are leaning to the downside, according to our analysis. Our business cycle indicator and...
Research Briefing
According to early estimates, Ukraine's GDP experienced a 40%-45% contraction in March in the wake of Russia's invasion. In our...
Research Briefing
The EU has approved a joint proposal from Spain and Portugal to cap gas prices used in electricity generation. The...
Research Briefing
Our 2022 Norway GDP growth forecast remains unchanged at 3.6%, but a stronger-than-expected impact from the war in Ukraine on...
Research Briefing
Two months after Russia's invasion, Ukraine is suffering huge humanitarian and economic losses. According to official estimates, Ukraine's economy contracted...
Research Briefing
The Russia-Ukraine war is set to have serious implications for wheat supply and food stability in Africa. Despite efforts by...
Research Briefing
An array of data show that US and eurozone firms are currently experiencing particularly broad input cost shocks. Exceptional rises...