Research Briefing
There is no perfect measure of nominal wages – each has its own blemishes. So, we've created a wage tracker...
Recession
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Research Briefing
Swings in oil prices pack less of an economic punch than in the past but sudden increases can still be...
Research Briefing
Following a hard winter, we expect the Nordic economies to rebound from mid-2023 as falling inflation turns real incomes positive,...
Research Briefing
The outlook for Latin America changed dramatically after Russia's invasion of Ukraine last February.
Consulting Report
Labour markets across a range of advanced economies are cooling rapidly, according to a unique dataset developed by Oxford Economics...
Research Briefing
The global cycle is now rolling over and even if the recession is likely to be mild, the subsequent recovery...
Research Briefing
The decline in house prices triggers falls in residential investment. Consumer spending also weakens as credit conditions tighten and worsening...
Research Briefing
Reopening pressures have increased, as recent protests test policymakers' resolve to stick to the current zero-Covid approach.
Research Briefing
Our baseline forecast is now for world trade in goods to decline by 0.2% in 2023, a considerable downgrade from...
Research Briefing
We expect real estate values to correct sharply in 2023, but pressure should gradually alleviate as policy rates peak.
Research Briefing
The energy crisis will shape the macroeconomic outlook again in 2023, keeping the eurozone economy in recession at the start...
Research Briefing
We anticipate most advanced economies will fall into recession in 2023 and global growth will be weaker than the consensus...
Research Briefing
Many cities in the world's advanced economies will enter recession in 2023, with soaring inflation and tightening monetary and fiscal...
Research Briefing
Better fundamentals and fewer operational setbacks should lower gross gas use by the EU's power sector by 200TWh (5% of...
Research Briefing
While our outlook for emerging markets (EMs) is more upbeat than for advanced economies (AEs), we have cut our 2023...
Research Briefing
The Hungarian economy is being hit by a perfect storm of shocks, particularly surging inflation and a weakening currency. Our...
Looking into 2023, developers and investors have to assess conflicting pressures to construction costs, rising interest rates, and falling capital...
Research Briefing
Timely October trade data from North Asia are flashing warning signs that Asia's export downturn is gathering momentum. We think...
Research Briefing
Despite an upside growth surprise for Q3, we still expect the eurozone to fall into a widespread recession. Not all...
Research Briefing
The CNB again left the policy rate unchanged at 7% at the November meeting, staying put for the third consecutive...
