Research Briefing
We have long been expecting a dovish pivot from the ECB at the turn of the year as supply-driven core...
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Displaying 1 to 20 of 71 results
Research Briefing
The global economic outlook has continued to deteriorate. Since our previous global scenarios were released three months ago, we have...
Research Briefing
The minutes from the July ECB meeting, when the bank ended the period of the negative interest rates in the...
Research Briefing
We have cut our 2023 GDP growth forecast for Finland by 0.3ppts to 0.5%. Although growth in Q2 remained resilient...
Research Briefing
After the West and its allies imposed sanctions on Russia for invading Ukraine, President Putin announced a radical rehaul of...
Research Briefing
In early August, Russia's Gazprom refused to accept a Siemens' turbine used in Nord Stream 1, citing technical issues. Gazprom...
Research Briefing
Inflation is sufficiently elevated globally that even a month without any increase in prices still leaves inflation in most economies...
Research Briefing
Despite a better start to 2022 than previously estimated, we have kept our forecast for this year unchanged due to...
Research Briefing
Recession risks are mounting globally, including in the eurozone. Growing recession fears have resulted in large drops in oil prices...
Research Briefing
We now see gas rationing this winter in European economies most reliant on Russia as very likely. Our modelling finds...
Research Briefing
Monthly data from Russia's trading partners indicate a rapid reorientation of Russian exports towards Asian markets. In particular, the data...
Russia’s huge oil and gas reserves, and the systemic importance of some commodities that are exported by Ukraine make the...
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
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
The fallout from the Russia-Ukraine conflict and a brief but sharp hit from the Omicron outbreak have prompted us to...
As Western Europe accelerates a structural shift away from Russian energy dependence, Africa could play a salient role in filling...
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
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
We have downgraded our GDP growth forecasts due to repercussions from Russia's war on Ukraine and, to a lesser extent,...
