Research Briefing
The eurozone pushed on with a strong recovery in 2021, but in many ways that’s been the easy part. With...
Research Briefing
The eurozone pushed on with a strong recovery in 2021, but in many ways that’s been the easy part. With...
Our 2021 mainland GDP growth forecast remains unchanged at 3.9% after the 2.6% Q3 expansion was broadly in line with...
Research Briefing
Back to Resource Hub Research Briefing | Nov 23, 2021 Europe’s labour shortages – not all equal Although reported labour...
Research Briefing
As Covid cases continue to rise in Europe, some governments have started to introduce new restrictions, while others have been...
Research Briefing
Civil war in Ethiopia has put the country on a different developmental trajectory. International and regional stakeholders cautioned that Ethiopia...
Research Briefing
Ethiopia has declared a state of emergency as the government confronts an amalgamation of forces from the Tigray People's Liberation...
Research Briefing
We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months...
Research Briefing
According to the advance estimate, Q3 GDP exceeded expectations with a 2% expansion. While this figure is subject to revision,...
Research Briefing
We concur with the central bank’s (BSP) view that the current rise in inflation in the Philippines is for the...
Research Briefing
Finland’s GDP rose 0.9% in Q3 based on the flash estimate, in line with our forecast. High-frequency indicators show that...
Research Briefing
Growth in Q3 surprised on the upside based on the flash estimate, with activity in the previous months revised up....
Research Briefing
After expanding strongly in Q2, global GDP growth slowed in Q3 in response to the Delta disruption and ongoing supply...
Research Briefing
The ZEW and the Sentix for November surprised on the upside, showing thatinvestors are increasingly confident about the future even...
Research Briefing
Supply chain disruption, a new pattern of consumption and the tricky transition from public to private demand mean that 2022...
Research Briefing
Eurozone headline inflation has risen substantially, with underlying pressures becoming more broad-based. But we think the impact on consumer spending,...
Research Briefing
Our eurozone Recovery Tracker recorded a small increase over the two weeks ended October 24, rising 0.3pts to 88.0, just...
Research Briefing
With inflation in Spain hitting a 30-year high, fears of an inflationary cycle are rising. However, the transition from the...
Research Briefing
Monthly data continues to show a gradual but persistent slowdown in economic activity moving deeper into Q4. While we still...
Research Briefing
The National Bank of Poland (NBP) hiked its policy rate by 75bps to 1.25% at yesterday’s meeting. Although some tightening...
Research Briefing
The government has announced a record spending plan in the 2022 Budget to spur the post pandemic recovery. Measures include...