Research Briefing
Rising US tariffs, a 50% copper duty, crackdowns on Asian transshipment, and renewed Red Sea conflict are piling pressure on...
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Research Briefing
The impact of Red Sea shipping disruption on the eurozone economy continues to be limited, in line with our baseline...
Research Briefing
World goods trade declined in 2023, reversing the trend of 2022. This development points to the resumption of the decade-long...
Research Briefing
The Nordic economies will have a better 2024 than last year, but growth rates will diverge across the region. The...
Research Briefing
As 2024 progresses global industrial activity should pick up and begin to rebuild some momentum. In annual terms, we expect...
Research Briefing
Our suite of nowcasting models corroborates our tepid near-term expectations for the hibernating eurozone economy, indicating Q1 growth will come...
Research Briefing
Commodity markets have barely reacted to Red Sea attacks, and we think the impact on prices will be minimal. As...
Research Briefing
A slower fall in services inflation will partially offset the relatively stronger disinflationary forces in goods prices. We do not...
Research Briefing
Disruption to shipping through the Red Sea now looks likely to keep transport costs elevated at least for the next...
The attacks on container ships by Houthi militants have, once again, revealed the underlying fragility of the international supply chains...
Research Briefing
We assume the disruption to shipping caused by maritime attacks on commercial vessels in the Red Sea will be relatively...
One month into the Israeli-Palestinian conflict, cruise operators have responded swiftly to geopolitical disturbances in the Middle East by modifying...
