Research Briefing
We forecast that as the distortions from the pandemic subside, employment growth across Europe's major cities will generally outperform national...
Research Briefing
We forecast that as the distortions from the pandemic subside, employment growth across Europe's major cities will generally outperform national...
Research Briefing
The fallout from the Russia-Ukraine conflict and a brief but sharp hit from the Omicron outbreak have prompted us to...
Research Briefing
An upward revision to the estimate for Q4 2021 took the quarterly UK GDP series to within a whisker of...
Research Briefing
Survey data this week offer a glimpse into the European economy's post-invasion reality. The Economic Sentiment Index (ESI) reading for...
Research Briefing
President Putin's threat to halt gas supplies from "unfriendly" states if they don't switch to roubles is not as important...
Research Briefing
Inflation is running at a brisk pace and is set to pick up further in the coming quarters; supply disruption...
Research Briefing
With Covid-19 restrictions lifting, and relatively little direct exposure to the Russia-Ukraine situation except through commodity prices and supply disruptions,...
Research Briefing
Global recovery from the pandemic will be further deferred due to effects from the Russian invasion of Ukraine and we...
Research Briefing
Russia's GDP is unlikely to return to pre-crisis levels until the early 2030s, according to our modelling. We expect Russia's...
Research Briefing
Eurozone consumer spending was poised to drive growth in 2022, but increasingly consumers' underpinnings have become shaky. While we still...
Research Briefing
We have downgraded our GDP growth forecasts due to repercussions from Russia's war on Ukraine and, to a lesser extent,...
Research Briefing
We have lowered Sweden's growth for this year to 3.1% from 3.6% previously due to the fallout from Russia's invasion...
Research Briefing
The global semiconductor shortage has passed its peak, as chipmakers have ramped up production significantly since the middle of 2021....
Research Briefing
The US Recovery Tracker is back within reach of its pre-Covid baseline, rising 0.4ppts to 99.8 in the week ended...
Research Briefing
From a climate change perspective, 2021 was another remarkable year. While not the warmest year on record, a host of...
Research Briefing
The recent economic indicators have been giving somewhat mixed messages about London’s economy. Taken as a whole they point to...
Although Boston’s leading industries—education and life sciences—have seen strong growth since the start of the pandemic, its economy is still...
Research Briefing
US supply chain stress tracker brought bad news in February. Inflation took up the baton from transportation and now represents...
Research Briefing
Our baseline forecast is that the impact of the Russia-Ukraine war will lower overall world GDP by around 0.2% this...