Russia’s huge oil and gas reserves, and the systemic importance of some commodities that are exported by Ukraine make the...
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
We have revised our 2022 eurozone inflation forecasts sharply higher, to 6.0%, since the start of the Ukraine war, as...
Research Briefing
We have lowered Sweden's growth outlook for this year to 2.6% from 2.8% amid rising downside risks. The main headwind...
Research Briefing
Inflationary pressures continue to build, with input costs rising at a rapid pace. The economic landscape is also constantly shifting:...
Research Briefing
Global supply chain disruptions are impacting regions of Europe that are heavily dependent on the two key industrial sectors of...
Research Briefing
Around 3.2mn Ukrainian refugees, over half of the total number, have escaped to Poland since the start of the Russian...
Research Briefing
Higher international food prices will have a more aggressive impact on African CPI readings than those in advanced economies. This...
Research Briefing
President-elect Ferdinand Marcos Jr faces a tricky balancing act between supporting the economic recovery and containing the Philippines' burgeoning fiscal...
Research Briefing
While the economic fallout from Russia's invasion of Ukraine will likely be limited for the Nordic region, we have nonetheless...
Research Briefing
Growth risks for the eurozone economy are leaning to the downside, according to our analysis. Our business cycle indicator and...
Research Briefing
According to early estimates, Ukraine's GDP experienced a 40%-45% contraction in March in the wake of Russia's invasion. In our...
Research Briefing
Our 2022 Norway GDP growth forecast remains unchanged at 3.6%, but a stronger-than-expected impact from the war in Ukraine on...
Research Briefing
Two months after Russia's invasion, Ukraine is suffering huge humanitarian and economic losses. According to official estimates, Ukraine's economy contracted...
Research Briefing
The Russia-Ukraine war is set to have serious implications for wheat supply and food stability in Africa. Despite efforts by...
Research Briefing
Deglobalisation is unlikely to be a "big bang" but more a creeping tide of targeted measures by individual countries, in...
Research Briefing
The Russian government is no longer able to make payments on its US-denominated external debt as the US Treasury has...
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
Globalisation has started to level off since its heyday prior to the global financial crisis. But while the Russia-Ukraine war...
Research Briefing
The dominance of international events has shifted attention away from the medium-term economic programmes of the candidates in France's crowded...