Research Briefing
Supply chain conditions remained highly strained in April, though cooling goods demand helped ease pressures modestly. Inflation stress increased for...
Inflation
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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
Like in other major economies, we expect inflation in Japan to remain elevated in 2022 – we project Japan's inflation rate will hover around 2% y/y over the year.
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...
Research Briefing
Our analysis of property total returns and inflation suggest that the apartment sector is best positioned to weather the inflation...
Research Briefing
We think the positive correlation between bond and equity returns will last as long as positive inflation shocks are cost-push...
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
A strong performance from March's services and construction PMIs offered some indication that the economy carried a degree of momentum...
Research Briefing
The minutes from the March ECB meeting showed that inflation continued to dominate Governing Council's discussions. The body remains split,...
Research Briefing
The National Bank of Poland (NBP) hiked the policy rate by 100bps at yesterday's meeting, bringing it to 4.5%. The...
