Research Briefing
The National Bank of Poland (NBP) hiked the policy rate by 100bps at yesterday's meeting, bringing it to 4.5%. The...
Inflation
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Displaying 1 to 20 of 686 results
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...
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
Eurozone consumer spending was poised to drive growth in 2022, but increasingly consumers' underpinnings have become shaky. While we still...
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
Back to Resource Hub Research Briefing | Mar 21, 2022 MPC’s dovish hike starts to rein in market expectations Though...
Blog|18 March 2022 Central banks walk a thin line in setting policy rates Ben May Director, Macro Forecasting & Analysis...
Research Briefing
The war between Russia and Ukraine continues to dominate headlines and financial markets. The daily news flow coming out of...
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
The last week has delivered little let-up in the energy price-driven supply shock to the UK economy triggered by Russia's...
Research Briefing
The recent economic indicators have been giving somewhat mixed messages about London’s economy. Taken as a whole they point to...
Research Briefing
Despite the economic headwinds and much increased uncertainty stemming from the Russian invasion of Ukraine the ECB decided to accelerate...
