Research Briefing
Deglobalisation is unlikely to be a "big bang" but more a creeping tide of targeted measures by individual countries, in...
Research Briefing
Deglobalisation is unlikely to be a "big bang" but more a creeping tide of targeted measures by individual countries, in...
Research Briefing
The Russian government is no longer able to make payments on its US-denominated external debt as the US Treasury has...
Research Briefing
Inflation is running at a brisk pace and is set to pick up further in the coming quarters; supply disruption...
Research Briefing
Globalisation has started to level off since its heyday prior to the global financial crisis. But while the Russia-Ukraine war...
Research Briefing
The fallout from the Russia-Ukraine conflict and a brief but sharp hit from the Omicron outbreak have prompted us to...
Research Briefing
President Putin's threat to halt gas supplies from "unfriendly" states if they don't switch to roubles is not as important...
Research Briefing
Inflation is running at a brisk pace and is set to pick up further in the coming quarters; supply disruption...
Research Briefing
Russia's GDP is unlikely to return to pre-crisis levels until the early 2030s, according to our modelling. We expect Russia's...
Research Briefing
We have downgraded our GDP growth forecasts due to repercussions from Russia's war on Ukraine and, to a lesser extent,...
Research Briefing
We have lowered Sweden's growth for this year to 3.1% from 3.6% previously due to the fallout from Russia's invasion...
Research Briefing
The GCC countries have entered a period of higher interest rates - their US$ currency pegs mean regional central banks...
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
From a climate change perspective, 2021 was another remarkable year. While not the warmest year on record, a host of...
Research Briefing
Currencies of large Asian commodity exporters (AUD, NZD, MYR) have substantially outperformed those of importers (INR, KRW, THB).
Although Boston’s leading industries—education and life sciences—have seen strong growth since the start of the pandemic, its economy is still...
Research Briefing
The National Bank of Poland (NBP) hiked its policy rate by 75bps at yesterday's meeting, bringing it to 3.5%. Although...
Research Briefing
We have modelled a plausible downside scenario in which the fighting in Ukraine lasts well into 2023, the west imposes...
Research Briefing
Following Russia’s invasion of Ukraine, the US and EU announced harsh new sanctions, including banning some Russian banks from SWIFT...
Research Briefing
Back to Resource Hub Research Briefing | Feb 28, 2022 Russian invasion dents near-term UK growth outlook The main impact...
Research Briefing
Turkey will take a hit from the Russian invasion of Ukraine through three main channels – tourism, energy prices and...