Research Briefing
Growth risks for the eurozone economy are leaning to the downside, according to our analysis. Our business cycle indicator and...
Inflation
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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...
Research Briefing
The dominance of international events has shifted attention away from the medium-term economic programmes of the candidates in France's crowded...
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
An upward revision to the estimate for Q4 2021 took the quarterly UK GDP series to within a whisker of...
Research Briefing
Survey data this week offer a glimpse into the European economy's post-invasion reality. The Economic Sentiment Index (ESI) reading for...
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
US businesses are experiencing the hottest inflationary environment in 40 years, and those with the strongest pricing power will ride...
