Research Briefing
A strong performance from March's services and construction PMIs offered some indication that the economy carried a degree of momentum...
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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
As Western Europe accelerates a structural transition away from Russian energy dependence, Africa will play a salient role in filling...
Research Briefing
We forecast that as the distortions from the pandemic subside, employment growth across Europe's major cities will generally outperform national...
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
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...
Research Briefing
The global semiconductor shortage has passed its peak, as chipmakers have ramped up production significantly since the middle of 2021....
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...
