Research Briefing
The fate of global oil prices hangs on Russia. Sanctions, rerouted exports, and a potential ceasefire could drive Brent and...
Russia-Ukraine crisis
Read our latest news to learn more about the economic implications of the Russia-Ukraine conflict. We cover the latest news on Russia’s invasion of Ukraine and Putin’s political impact on the west.
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Research Briefing
Countries in Central and Eastern Europe (CEE) have been among the most exposed to Russia's war in Ukraine and will...
Research Briefing
We assess the implications and risks for our commodity price forecasts against the backdrop of a 'fragile' ceasefire in the...
Our society and economy are deeply intertwined with nature, but human activity has pushed nature into crisis—one-third of the world’s...
Consulting Report
The supply chain disruptions triggered by the coronavirus pandemic, the blockade of the Suez Canal, and Russia's invasion of Ukraine...
South Africa's preparations for the 15th Brics Summit in August, which the country is hosting, have been overshadowed by the...
Research Briefing
Following the failed coup in Russia over the weekend, we will not change our forecasts for GDP nor make significant changes to our commodity price forecasts. However, it highlights the...
In The Media
Toby Whittington, Lead Economist at Oxford Economics, shares an op-ed to delves into the impact of losing Russian gas and...
Consulting Report
This 2023 report updates our 2020 research on the detection and prevention of financial crime, and it's cost to the...
Research Briefing
The government's announcement that the country's oil output will be reduced by 0.5 mn b/d in March is not a...
Research Briefing
Since the pandemic, our view of the medium-term outlook has shifted to become more pessimistic on inflation and equity market...
Research Briefing
Metal prices ended 2022 lower than they started the year, despite the Russian invasion of Ukraine initially causing prices to...
Research Briefing
We expect Italy to avoid gas rationing this winter and next, with our key scenario showing that at the end...
Research Briefing
In a tough global environment, we are below consensus on advanced economy growth and anticipate most will fall into recession...
Research Briefing
Gold prices have been under pressure since the beginning of 2022, as high US real rates increase the opportunity cost...
Research Briefing
Surging inflation has dampened the outlook for consumer spending, which will contribute to a global recession over the coming months.
Research Briefing
Following the loss of Russian pipeline gas, European countries have increasingly focused on LNG shipments as a replacement, giving Europe...
Research Briefing
The outlook for Latin America changed dramatically after Russia's invasion of Ukraine last February.
Research Briefing
The G7 and the European Union (EU) hope to keep Russian oil exports on the market and prevent global oil...
Research Briefing
After nine months of devastating war, we expect Ukraine's economic contraction to reach 31% in 2022. Prompt monetary and fiscal policy responses and $23bn of external financing have prevented a much deeper contraction.
