Research Briefing
The impact of the lockdowns and Covid-19-related restrictions in China were severe in the second quarter of 2022. We have...
Research Briefing
The impact of the lockdowns and Covid-19-related restrictions in China were severe in the second quarter of 2022. We have...
Research Briefing
We expect Canada to enter a recession in Q4 2022 and as a result, most metros including Toronto, Montreal, and...
Research Briefing
Brazil's October presidential election will likely be decided in a runoff between two arch-rivals: the far-right Jair Bolsonaro and left-wing...
Research Briefing
We expect a shallow but protracted recession in Finland from Q3 this year to Q1 2023, with a contraction of...
Research Briefing
We now expect Denmark to enter a shallow recession in Q3 this year, ending in Q1 2023, due to rising...
Research Briefing
South Africa faces a serious risk of being 'grey listed' by the international Financial Action Task Force (FATF), which will...
Research Briefing
The Norway mainland GDP forecast has been raised 0.5ppts to 3% following a slight growth surprise in Q2 and a...
Research Briefing
We have cut our 2023 GDP growth forecast for Finland by 0.3ppts to 0.5%. Although growth in Q2 remained resilient...
Research Briefing
After the West and its allies imposed sanctions on Russia for invading Ukraine, President Putin announced a radical rehaul of...
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...
Research Briefing
As expected, the FOMC delivered its second consecutive 75bps rate hike, lifting the target range for the federal funds rate...
Some indicators suggest an uptick in the London economy in June, but underlying drivers are not at all favourable, with...
Research Briefing
Higher inflation and weaker external demand as Europe battles with energy shortages have led us to lower our Norwegian mainland...
Consulting Report
Semiconductors are central to Europe’s digital and green transformation and therefore its future competitiveness. The Industry Outlook 2030+ The Semiconductor...
Research Briefing
The ECB's decision to hike rates, abandon forward guidance and introduce an anti-fragmentation tool appear to reflect a balancing act...
Research Briefing
2022 is proving to be a very disappointing year for global GDP growth, with risks that the outlook could worsen....
Research Briefing
We have cut our 2022 GDP growth forecast for Denmark by 0.7ppts to 3.1% to reflect the prospect of energy...
Research Briefing
Global economic uncertainty remains elevated, despite an easing in concerns about the fallout from war. Evidence suggests risks to growth...
Research Briefing
Increased borrowing costs are raising corporate default fears in the US, but we believe higher interest rates alone won't be...