Research Briefing
Despite headwinds to the eurozone economy, the tourism sector continues to shine bright. Our high-frequency Tourism Tracker suggests overnight stays...
Are we now stuck in a high inflation world? Temporarily high inflation has lasted for longer than anyone predicted and inflation is set to rise further from here. Might we have actually entered into a new, higher, regime for inflation? Find out more about our GDP inflation forecast.
Research Briefing
Despite headwinds to the eurozone economy, the tourism sector continues to shine bright. Our high-frequency Tourism Tracker suggests overnight stays...
Research Briefing
The big concern about inflation is no longer the level at which it will peak, but where it will settle...
Research Briefing
What’s the future for inflation? Joachim Nagel, the new president of Germany's central bank, believes the rapidly ageing global population...
Research Briefing
Along with energy prices, global food prices have emerged as a key driver of the eurozone's current inflationary surge. Like...
Research Briefing
The minutes from the April ECB meeting confirm the hawkish tilt initiated a few months ago continues to gain momentum....
Research Briefing
We have lowered our 2022 GDP growth forecast for Finland to 1.5% from 1.7% last month, as weakening confidence further...
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
UK commercial real estate costs will increase more sharply than inflation this year, resulting in the widest margin since records...
Research Briefing
Although GDP rose 0.8% in Q1, the monthly numbers showed that growth was concentrated entirely in the first month of...
Research Briefing
Supply chain conditions remained highly strained in April, though cooling goods demand helped ease pressures modestly. Inflation stress increased for...
Research Briefing
Amid headwinds to the UK economy from high inflation and geopolitical uncertainty, loose financial conditions offer a bright spot. That...
Research Briefing
Higher international food prices will have a more aggressive impact on African CPI readings than those in advanced economies. This...
Research Briefing
Like in other major economies, we expect inflation in Japan to remain elevated in 2022 – we project Japan's inflation rate will hover around 2% y/y over the year.
Research Briefing
Growth risks for the eurozone economy are leaning to the downside, according to our analysis. Our business cycle indicator and...
Research Briefing
The EU has approved a joint proposal from Spain and Portugal to cap gas prices used in electricity generation. The...
Research Briefing
Amid a sharp depreciation of the yen, now at a 20-year low against the US dollar, financial markets have focused on the BoJ's possible adjustment to its...
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
An array of data show that US and eurozone firms are currently experiencing particularly broad input cost shocks. Exceptional rises...