Research Briefing
US supply chain stress tracker brought bad news in February. Inflation took up the baton from transportation and now represents...
Supply chain
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Research Briefing
Back to Resource Hub Research Briefing | Mar 1, 2022 A change of fortune across EU industries looms Industrial performance...
Research Briefing
Inflation prospects will again dominate the upcoming ECB meeting. We do not expect any clear policy signals or decisions given...
Research Briefing
We have lowered our mainland 2022 GDP growth forecast by 0.1ppt to 4.2% to reflect the economic impact of the...
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
After emerging as an outperformer in early 2021, the Central and Eastern European region is set to face an eventful...
Research Briefing
After expanding strongly in Q2, global GDP growth slowed in Q3 in response to the Delta disruption and ongoing supply...
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
The pandemic has tested the adaptability and resilience of transport and logistics companies. With consumers focusing their spending on goods...
Research Briefing
Strong industrial production numbers for November offer some hope that the worst is over, supporting our view of a gradual...
Research Briefing
We expect the solid recovery of the labour market and the lagged impact from the 2021 inflation surge to trigger...
Research Briefing
Our US supply-chain stress tracker offers some encouraging news to kick off the new year. However, logistics bottlenecks remained.
Global industry emerged strong in early 2021, following a lacklustre performance the year before. But with a right jab from...
Research Briefing
The recovery of Canadian metros is continuing in terms of both GDP and employment. We forecast that GDP in Edmonton...
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
A less positive economic outlook and rising downside risks are threatening the global real estate recovery. Our baseline forecast is...
