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Our forecast for Finland’s GDP growth is 2.3% this year and 1.5% in 2023, both unchanged from last month. The...
Research Briefing
The impact of a “limited” incursion by Russia into Ukraine would deal an unwelcome blow to the European economy via...
You may be interested in Emerging Markets Asset Manager Service Emerging markets insight and opportunity at your fingertips. Find Out...
The February ECB meeting marked the beginning of a clear hawkish shift in the ECB’s policy outlook. Although the policy...
Research Briefing
The banking sector has proved resilient during the pandemic, and eurozone banks will continue to play a significant role supporting...
Research Briefing
Back to Resource Hub Research Briefing | Jan 27, 2022 Russia-Ukraine tensions: Asset market scenarios Despite tensions continuing to ratchet...
Research Briefing
Ukraine’s sovereign Eurobond yields soared since mid-November when US sources first reported a build-up of Russian troops along its eastern...
Research Briefing
The Nordic countries will exit 2021 in much better shape than when they entered it. Considerable progress on vaccine rollouts...
Research Briefing
A less positive economic outlook and rising downside risks are threatening the global real estate recovery. Our baseline forecast is...
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
We concur with the central bank’s (BSP) view that the current rise in inflation in the Philippines is for the...
Research Briefing
The government has announced a record spending plan in the 2022 Budget to spur the post pandemic recovery. Measures include...
Research Briefing
The Nordic recovery is on track despite some surprises in the Q2 GDP components and rising downside risks.
Research Briefing
We expect above-average growth in the eurozone over the coming quarters given the ample pent-up demand in the aftermath of...
Research Briefing
Concerns have risen about financial market risks, centring around elevated asset valuations and high corporate debt. A lack of corporate...
Research Briefing
The Delta variant is causing concern globally and is becoming significant in the Middle East. It now accounts for most...
Research Briefing
We now expect the long-run nominal neutral policy rate – i.e., the rate at which the economy is in equilibrium...
Inflation has become the all-consuming focus of investors’ attention in recent weeks. On the surface the story is simple—transitory factors...
Research Briefing
Export prices have surged over the past 9 months, driven by record high iron ore prices. This has driven the...
