Research Briefing
Back to Resource Hub Research Briefing | Mar 21, 2022 MPC’s dovish hike starts to rein in market expectations Though...
Inflation risks
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Displaying 1 to 20 of 168 results
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
Currencies of large Asian commodity exporters (AUD, NZD, MYR) have substantially outperformed those of importers (INR, KRW, THB).
Our forecast for Finland’s GDP growth is 2.3% this year and 1.5% in 2023, both unchanged from last month. The...
Research Briefing
The impact of a “limited” incursion by Russia into Ukraine would deal an unwelcome blow to the European economy via...
The February ECB meeting marked the beginning of a clear hawkish shift in the ECB’s policy outlook. Although the policy...
Research Briefing
Inflation prospects will again dominate the upcoming ECB meeting. We do not expect any clear policy signals or decisions given...
Research Briefing
Tensions between Russia and Ukraine continue to put pressure on energy prices, which remain at extremely high levels. Barring a...
Research Briefing
Global real estate returns are looking healthy over the next five years, providing a strong relative performance versus bonds and...
Research Briefing
The risk of a shift to a higher inflation regime in advanced economies has risen in the last six months,...
With eurozone inflation confirmed at a record-high of 5.0% y/y in December, the debate over how long upward price pressures...
The release of the ECB December meeting minutes confirmed that inflation remained at the forefront of the Governing Council’s discussions...
Research Briefing
After emerging as an outperformer in early 2021, the Central and Eastern European region is set to face an eventful...
Research Briefing
Strong industrial production numbers for November offer some hope that the worst is over, supporting our view of a gradual...
Research Briefing
We expect the solid recovery of the labour market and the lagged impact from the 2021 inflation surge to trigger...
Research Briefing
The news for Europe at the start of the year has been mixed. The spread of the Omicron variant has...
Research Briefing
The spread of Omicron across Europe coupled with the holiday season will probably result in a surge in infections over...
Research Briefing
The spread of Omicron across Europe will probably see a surge in infections over the coming weeks that could surpass...
Research Briefing
It appears to be a forgone conclusion that the ECB council will agree to end its Pandemic Emergency Purchase Programme...
