Research Briefing
The GCC countries have entered a period of higher interest rates - their US$ currency pegs mean regional central banks...
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Research Briefing
Russia's invasion of Ukraine is being felt throughout the global economy, but few places are as exposed to its impact...
Research Briefing
From a climate change perspective, 2021 was another remarkable year. While not the warmest year on record, a host of...
Research Briefing
Russia's invasion of Ukraine and the evolving global response will be felt in the MENA economies mainly via the impact...
Research Briefing
Following Russia's attack on Ukraine, the EU Commission has accelerated plans to phaseout Russian gas, with a two-thirds cut this...
Research Briefing
US supply chain stress tracker brought bad news in February. Inflation took up the baton from transportation and now represents...
Research Briefing
Inflation prospects will again dominate the upcoming ECB meeting. We do not expect any clear policy signals or decisions given...
Research Briefing
In 2021, there were 16 Urban Economic Powerhouses in the world (cities with GDP greater than $500bn), but none were...
Research Briefing
Global real estate returns are looking healthy over the next five years, providing a strong relative performance versus bonds and...
With eurozone inflation confirmed at a record-high of 5.0% y/y in December, the debate over how long upward price pressures...
The release of the ECB December meeting minutes confirmed that inflation remained at the forefront of the Governing Council’s discussions...
Research Briefing
We’ve lowered our 2022 Danish GDP forecast 0.1ppt to 3%, with the Omicron variant expected to slow activity in Q1....
Research Briefing
Industrial production will lag services growth globally going into 2022 as supply-chain pressures continue to bite and the post-pandemic recovery...
Research Briefing
Downward revisions to Q2 and Q3 GDP figures and concerns about the spread of the Omicron coronavirus variant have led...
Research Briefing
We see signs that the worst is over and we expect eurozone industrial production to grow a strong 4% in...
Research Briefing
The Nordic countries will exit 2021 in much better shape than when they entered it. Considerable progress on vaccine rollouts...
Research Briefing
The level of Asian exports in volume terms has been stagnant in H2 2021. In addition, across the major manufacturing...
Research Briefing
We expect monetary policy to continue to diverge across Asia Pacific in 2022, with central banks in the advanced APAC...
Research Briefing
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in...
Research Briefing
In Asia, the upturn in production should help ease global supply-chain bottlenecks heading into 2022.
